Part 2 of 2: Our rare conversation with Great Investor Steven Romick. Lessons learned from running the gold rated FPA Crescent fund for 30 years, delivering equity-like returns with far less risk.
Guests
RISING INTEREST RATES MEAN MASSIVE CHANGES IN FIXED-INCOME RETURNS. TRADITIONAL SAFE ASSETS ARE BACK
The massive market reset! Award-winning financial advisor Mark Cortazzo on what this new era of higher interest rates means for your portfolio.
VETERAN MUNICIPAL BOND MANAGER ROBERT DIMELLA ON THE OPPORTUNITIES IN THE MUNI MARKET AFTER 2022’S BIG SELL-OFF
Muni manager Robert DiMella assesses the state of the municipal bond market after last year’s big sell-off. What are the opportunities and risks in the tax free market now?
GREAT VALUE INVESTOR STEVEN ROMICK DESCRIBES FPA CRESCENT FUND’S CURRENT POSITIONING
Part 1 of 2: In a rare interview, FPA Crescent Fund’s founding portfolio manager, Steven Romick puts the fund’s current positioning into perspective as it celebrates its 30th anniversary.
BEST MUTUAL FUND CHOICES FROM MORNINGSTAR’S FUND MAVEN, RUSSEL KINNEL
Morningstar’s long-time mutual fund maven, Russ Kinnel, shares his top criteria for choosing the best mutual funds. Which ones make the cut, and his own personal portfolio picks.
KINNEL: MOST INSPIRING INVESTOR
In his job overseeing Morningstar’s mutual fund research over the years, Russ Kinnel has met the giants in the industry. One person who stands out as the most inspiring is Vanguard’s founder John “Jack” Bogle.
