Award-winning personal finance reporter and HumbleDollar editor, Jonathan Clements is lowering his expectations for future market returns and rebalancing his portfolio to reflect new financial realities
DAVID GIROUX ON THE IMPORTANCE OF CAPITAL ALLOCATION DECISIONS TO INVESTMENT SUCCESS
Part 2 of 2
T. Rowe Price Capital Appreciation Fund’s David Giroux says understanding how companies spend their financial resources is so important to investment success that he has written a book about it called Capital Allocation.
AWARD-WINNING INVESTOR DAVID GIROUX’S LASER FOCUS ON WHAT HE WANTS TO OWN WHEN THINGS ARE CHEAP
Part 1 of 2
Great investor David Giroux’s daily focus on what he wants to own when things are cheap has earned accolades for his T. Rowe Price Capital Appreciation Fund. In a rare interview, he explains why he is buying now.
GIROUX: STRATEGY FOCUS
David Giroux has many demands placed on his time running T. Rowe Price’s $80 billion capital appreciation strategy, as well as that of the firm’s Investment Management business. The new member of Barron’s Roundtable is also sought after by the press, clients, and colleagues. None of them have altered his priorities.
ARNOTT: FAST MOTORCYCLES
Research Affiliates Rob Arnott, a summa cum laude graduate in economics, applied mathematics, and computer science, has worked hard building research-intensive investment firms, publishing award-winning financial articles, and creating fundamental indexes, among other innovations. He is also a strong believer in having fun.
BUYING INTO FEAR: A FINANCIAL THOUGHT LEADER & FUND PIONEER EXPLAINS HIS CHEAP DIVERSIFIERS STRATEGY
Gradually buying into fear is the strategy Research Affiliates award-winning founder and chairman is following. Rob Arnott shares his early recognition of the resurgence of inflation, value stocks, and his cheap diversifiers strategy.
