Russia is probably the last market in the world investors want to consider right now, but for contrarian investors looking for value it’s like a siren’s call. David Nadel, Director of International Research at small cap fund pioneer Royce & Associates and Portfolio Manager of the Royce International Smaller-Companies Fund is tempted.
TAKE ADVANTAGE OF TAX DEDUCTIBLE GIFTS
Donate appreciated stocks or mutual funds to favorite charity Must have held for at least one year Make bequests during your lifetime Give up to $14,000 per person to as many people as you like without filing a gift-tax return Max out 401(k) plan Watch the related WEALTHTRACK episode.
McLennan: Patient Investing
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BE A PATIENT INVESTOR
BE A PATIENT INVESTOR Time is on your side Don’t be afraid to wait for better opportunities and prices Watch the related WEALTHTRACK episode.
MCLENNAN: REDISCOVERED FINANCIAL GIANTS
Next generation “Great Investor” Matthew McLennan, Head of First Eagle investment Management’s Value Team and co-portfolio manager of the First Eagle Global Fund is an avid student of history and financial history. I asked him what has been reading recently that was of particular interest. His recommendations take us back to two of the financial […]
MCLENNAN: PATIENT INVESTING
A next generation “Great Investor,” First Eagle Global Fund’s Matthew McLennan. First Eagle is known for its value-oriented, margin of safety approach and making preservation of capital its first investment goal. McLennan assumed the role of Portfolio Manager of the First Eagle Global Fund in late 2008 from investment legend, Jean-Marie Eveillard. The now $50 billion plus fund is rated four-star by Morningstar. Over the last five years, with McLennan on board, it is ranked in the top ten percent of its world allocation category. McLennan explains why he is currently finding markets around the world expensive, and why “patience” is his best investment idea.
