Charles Dreifus
HOW A CONCENTRATED PORTFOLIO OF GLOBAL BRAND NAME COMPANIES IS FARING IN THIS CHALLENGING MARKET
Part 1 of 2
Global value investor Tom Russo says today’s investment environment is the most challenging of his 40-year career. He explains why his core companies are up to the challenge.
Part 2, a discussion on the influence of Warren Buffet, can be found here.
Continue Reading »MAKING MONEY BY LOSING LESS IN THIS BEAR MARKET WITH LEGENDARY VALUE MANAGER CHARLIE DREIFUS
Making money by losing less is how legendary small-cap value manager Charlie Dreifus has succeeded for over 50 years of investing. It’s even more important now as he expects more economic and market pain ahead.
Continue Reading »ROYCE SPECIAL EQUITY FUND’S LEGENDARY CHARLIE DREIFUS EXPLAINS HIS “WINNING BY LOSING LESS” STRATEGY
One of the most notable characteristics of the last decade was the wide divergence in market performance. We have reported many times on the narrow group of superstars, mainly large-cap U.S. tech stocks and the much wider universe of laggards, value and small-cap stocks in particular.
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VETERAN SMALL CAP VALUE MANAGER CHARLIE DREIFUS IS STICKING WITH HIS CONTRARIAN RISK AVERSE APPROACH
Small Cap value investor, Charlie Dreifus on why value has been badly lagging growth.
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DREIFUS: PRINCIPLED ACCOUNTING
PRINCIPLED ACCOUNTING
Royce Special Equity Fund’s legendary value manager Charlie Dreifus is known for his deep dive accounting, going through company finances with a fine tooth comb to identify financial weaknesses and strengths. It’s a skill and passion he learned from his mentor, award-winning accounting professor Abraham “Abe” Briloff, a renowned forensic accountant known for exposing accounting chicanery in columns for Barron’s. Dreifus is determined to keep the Briloff legacy alive.
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