LOOK INTO TAXABLE MUNICIPAL BONDS High credit quality as a group Higher quality than corporate bonds Offer roughly the same income Watch the related WEALTHTRACK episode.
DIMELLA: FLIGHT PLAN
FLIGHT PLAN The award-winning municipal bond fund manager, Robert DiMella has his pilot’s license and flies regularly in his spare time. He says there’s a connection between flying and running multi-billion dollar bond portfolios. Watch the related WEALTHTRACK episode.
MUNICIPAL BOND MARKETS ARE ATTRACTING RECORD AMOUNTS OF INVESTOR MONEY
Seismic shifts in the municipal bond markets and the portfolios of award-winning muni manager Robert DiMella.
LOOK FOR FIRMS WHERE MANAGERS INVEST CONSIDERABLE SUMS ALONGSIDE SHAREHOLDERS
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 […]
MCLEMORE: INVESTMENT WISDOM
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. Watch the related WEALTHTRACK episode.
MILLER: BIG CRYPTOCURRENCY DEAL
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. Watch the related WEALTHTRACK episode.
