ALL PROGRAMS
LOOK FOR FIRMS WHERE MANAGERS INVEST CONSIDERABLE SUMS ALONGSIDE SHAREHOLDERS
July 5, 2019
LOOK FOR FIRMS WHERE MANAGERS INVEST CONSIDERABLE SUMS ALONGSIDE SHAREHOLDERS
- How much money portfolio managers have invested in their own funds is a key criteria used to judge funds
- Significant “skin in the game” is seen as important indicator of management commitment & responsibility
- SEC requires disclosure of managers’ investments in funds they manage
Information available:
- – Mutual fund’s Statement ...
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July 5, 2019
MCLEMORE: INVESTMENT WISDOM
Miller Opportunity Trust’s Co-Portfolio Manager Samantha McLemore has been trained by legendary value investor Bill Miller since graduating from college. We asked her to recommend some of her favorite outside sources of investment wisdom.
MILLER: BIG CRYPTOCURRENCY DEAL
July 5, 2019
MILLER: BIG CRYPTOCURRENCY DEAL
How significant is Facebook’s plans to introduce a cryptocurrency called Libra? Legendary value investor Bill Miller, an early investor in Bitcoin says it’s a big deal.
MARKET BEATING VALUE INVESTORS: THE NEXT GENERATION
July 5, 2019
Consuelo Mack WEALTHTRACK launches a new season with its “Next Generation Investors” series featuring an exclusive interview with legendary value investor Bill Miller, and Samantha McLemore, his Co-Portfolio Manager on the Miller Opportunity Trust fund.
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July 4, 2019
NEXT GENERATION INVESTORS
Consuelo Mack WEALTHTRACK launches a new season with its “Next Generation Investors” series featuring an exclusive interview with legendary value investor Bill Miller, and Samantha McLemore, his Co-Portfolio Manager on the Miller Opportunity Trust fund.
WEALTHTRACK ...
PAY ATTENTION TO THE CULTURE OF THE PEOPLE AND FIRMS YOU INVEST WITH
June 29, 2019
PAY ATTENTION TO THE CULTURE OF THE PEOPLE AND
FIRMS YOU INVEST WITH- Certified Financial Planner (CFP)
- Chartered Financial Analyst (CFA)
- Certified Investment Management Associate (CIMA)
Does the advisor:
- Understand & agree with your objectives?
- Pay attention to your comfort levels?
- Have a realistic & workable plan to achieve your goals?
- Have the same values & priorities?
- Emphasize long-term outcomes & investments?
HUNG: ENGINEERING CAREER SUCCESS
June 29, 2019
ENGINEERING CAREER SUCCESS
Yie-Hsin Hung, who runs the $550 million plus investment arm of New York Life has been recognized as one of the most powerful women in finance, but her college degree was in mechanical engineering.
51% of Personal Wealth in the U.S. Is Controlled by Women
June 29, 2019
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51% OF PERSONAL WEALTH IN THE U.S. IS CONTROLLED BY WOMEN
June 28, 2019
Better financial advice for women with Yie-Hsin Hung, one of the most powerful women in finance.
WATCH NOW…-
June 26, 2019
WOMEN’S FINANCIAL POWER
Better financial advice for women with Yie-Hsin Hung, one of the most powerful women in finance.
The economic might of women is large and growing. According to research put together by New York Life Investment Management, 51% of the personal wealth in the U.S. is controlled by ...
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