• Great Investors search for what is working now and will work in the future • Classic example: Winters’ focus on companies catering to the aspirational consumers in emerging markets
DAVID WINTERS: FIRST CLASS MERCHANDISE AT BARGAIN PRICES!
Emerging markets have substantially underperformed the U.S. stock market over the last two years. There is one area however where emerging markets, particularly those in Asia, South America and China continue to shine: demand for luxury goods. Bain & Company reports that the so called “HENRYs” (High Earnings, Not Rich Yet) consumers in those markets are becoming a “new baby boom sized generation” for luxury goods. That is the sweet spot for this week’s Great Investor guest, David Winters. Winters is the Portfolio Manager of the value-oriented Wintergreen Fund which he founded in 2005. Since inception this go anywhere, invest in anything fund has outperformed the market and its mutual fund category.
WATCH NOW…
THE KEY ROLE OPTIMISM PLAYS IN INVESTMENT SUCCESS
David Winters, Portfolio Manager and founder of the Wintergreen Fund describes the key role optimism plays in investment success. [bliptv id=”hsM9g5P8DwA”]
DO WOMEN OVER 50 NEED LIFE INSURANCE?
Some are keeping their traditional policies for surprising reasons, but financial pros are keen on a combo plan with long-term care benefits.
TOP OF HIS GAME
How has Loomis Sayles’ legendary bond fund manager, Dan Fuss, stayed at the top of his game and the top of “the” game for as long as he has? We asked him.
THE BIGGEST DIFFERENCE
Top ranked strategist-turned-money manager Richard Bernstein of Richard Bernstein Advisors tells us the biggest differences he’s found between his two professions.
