Guests

FOLLOW BUFFETT’S INVESTMENT PRINCIPLES: GREAT INVESTOR TOM RUSSO CONTINUES TO DO SO

June 21, 2019

Berkshire Hathaway stock has underperformed the S&P 500 for the past decade. By a recent calculation, Berkshire’s stock has risen by nearly 260% versus the market’s more than 300% advance in the decade ended in 2018.

Despite Berkshire’s stunning record since 1965, 21% compounded annualized gains, this is not the first time that the company’s shares have underperformed the market for a decade. It’s happened several times in recent years.

Berkshire has outperformed the market by double digits in every trailing ten year period since 1978. But it hasn’t had a double-digit advantage since 2002, and in recent years it has underperformed the market in three ten year spans.

Are Berkshire Hathaway’s best years behind it? Great investor and long-time holder, Tom Russo responds.
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RUSSO: NEW ADDITION

June 21, 2019

NEW ADDITION

Great Value investor Tom Russo recently added a new Senior Research Analyst to his firm’s team, who happens to be his son Christopher. As is his custom Russo introduced him in a recent letter to investors.

Watch the related WEALTHTRACK episode.

THE CULTURE OF VALUE INVESTING FROM BEN GRAHAM’S & WARREN BUFFETT’S FORMER BROKERAGE FIRM

June 14, 2019

Classic value-investing delivering modern outperformance. In a WEALTHTRACK exclusive, Tweedy, Browne’s senior portfolio managers explain their Ben Graham/Warren Buffett approach.
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SUSTAINABLE GROWTH AT REASONABLE PRICES: WHAT IN THE WORLD IS GREAT INVESTOR MARK YOCKEY FINDING?

May 24, 2019

International investing star Mark Yockey joins us in a WEALTHTRACK Exclusive to discuss his global stock picks.

With episodic exceptions, the U.S. has been the place to invest since the global financial crisis. There have been occasional bouts of outperformance by European and emerging markets, specific geographical locals and individual countries but overall, the U.S. markets trajectory has been higher, the U.S. economy stronger and the dollar dominant.

The past year is a case in point. No matter where you looked around the world currencies weakened against the dollar. From the Japanese yen and the Swiss franc to the Indian rupee and the South Korean won, to the British pound and the Euro to the Chilean peso and Brazilian real.

It’s been a challenging time for global investors, especially those running international funds. This week’s guest is up to the challenge and has been investing overseas for nearly three decades.
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CORTAZZO: MENTORING BENEFITS

May 17, 2019

MENTORING BENEFITS

Certified Financial Planner, Mark Cortazzo launched his wealth advisory firm, MACRO Consulting in 1992 with a couple of employees and around $20 million in assets under management. Since then this multiyear Barron’s Top Advisor firm has expanded to more than 20 employees with approximately $800 million in assets. A key component of the firm’s success? Mentoring.

Watch the related WEALTHTRACK episode.

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