Great Investor, Steven Romick, Morningstar’s 2013 Asset Allocation Fund Manager of the Year has built up one of the largest cash hordes of his career in his FPA Crescent Fund. This noted contrarian says even with his broad investment mandate of investing in any asset class, in any market the bargains are few and far between. He discusses the opportunities he is finding in farmland, real estate loans and some selective stocks
STEVEN ROMICK: CONTRARIAN CASH
KEEP A STASH OF CASH IN YOUR PORTFOLIO
Cash Appeal Adds financial ballast: Stability and Protection Adds liquidity and opportunity Adds a psychological advantage “Financial Valium” Watch the related WEALTHTRACK Episode.
STEVEN ROMICK: NO FALSE PROMISES
Steven Romick, Morningstar’s 2013 Asset Allocation Fund Manager of the Year, is known for his outspoken and contrarian views. In a recent quarterly letter to shareholders he told them if they believe the market is going to continue to go up, they would be better served having their capital with a manager who is more […]
Chuck Akre: Compounding Machine
CHUCK AKRE: RULES TO LIVE BY
Independence of thought and constant inquiry are hallmarks of most Great Investors. Chuck Akre is no exception. He shares his personal and professional rules to live by and why where he lives is a key contributor to his outstanding track record.
