Global value investor David Winters takes on index funds, saying they are more expensive, less diversified and higher risk than commonly believed.
INDEX FUND CONTRARIAN Challenging popular opinion is never easy, however it is second nature to a hardy few including global value investor David Winters. Wintergreen Fund’s portfolio manager took on the tech craze in the 1990’s. He is now raising the alarm about the flood of money pouring into index funds. Of particular concern are […]
How hard has it been to be an active mutual fund manager, during a six year bull market, when you and most other active fund managers have underperformed passive index funds? That’s the question we put to Wintergreen Fund’s David Winters. Watch the related WEALTHTRACK episode.
As investors’ move in droves to passive, low cost index funds, one veteran money manager is sounding the alarm. Wintergreen Fund’s David Winters says index funds are a dangerous market mania, akin to other market bubbles.
Most of our Great Investors live and breathe investing, but David Winters takes it one step further he sometimes dreams about companies he is investing in! Right now, one company in particular is putting a smile on his face.
More often than not, WEALTHTRACK guests march to the beat of a different drum. Wintergreen Fund’s David Winters, a value investor who describes himself as the opposite of an index hugger, has more than 60% of his portfolio invested in companies based overseas and has recently taken a stand against Coca Cola management and Warren Buffett!