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BYRNE: GREAT INVESTOR PERSPECTIVE

As a portfolio manager, Susan Byrne was called one of the world’s greatest investors when she was running the Westwood Funds. Still active, she shares her views on current market conditions and advice for investors.

WEALTHTRACK Episode #2145 broadcast May 9, 2025
Listen to the audio-only version here:
Susan Byrne

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We have compiled additional information and content related to this episode.

Susan Byrne

Director Emerita, Westwood Holdings Group (WHG)


ACTION POINT

GET RID OF YOUR BIGGEST PORTFOLIO WORRIES

  • Review your portfolio
  • Identify what is causing you the most anxiety & sell it

BOOKSHELF

Against the Gods: The Remarkable Story of Risk by Peter Bernstein
Security Analysis by Benjamin Graham and David L. Dodd

ONE INVESTMENT

BYRNE: CORE HOLDING

OWN APPLE

Apple Inc (AAPL) 
Price: $196.25 at close on 5/7/2025
52-week range: $169.21 – $260.10

Track all markets on TradingView

STOCK, BOND, FUND MENTIONS

  • Berkshire Hathaway Inc Class B (BRK.B)
  • Apple Inc (AAPL)
  • Johnson & Johnson (JNJ)
  • Walmart Inc (WMT)

FROM THE WEALTHTRACK ARCHIVES

Susan Byrne’s previous appearances on WEALTHTRACK

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