Michael Kass

VALUES AND FAITH-BASED INVESTING WITH VETERAN STRATEGIST BOB DOLL

November 5, 2021

The demand for socially responsible investing strategies is growing and the cash flowing into them shows it. Exchange-traded funds with ESG characteristics – ESG of course stands for environmental, social, and governance – have attracted the lion’s share of equity money in recent years. 

In true “follow the money” form, Wall Street has taken notice. There are now many different kinds of socially responsible investment products to choose from. One you don’t hear a lot about is values and faith-based investing, a niche that has been around for decades through separately managed accounts and a few mutual funds. 

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NEW WORLD ORDER OF MARKET LEADERSHIP?

October 29, 2021

There’s a saying on Wall Street that the market can remain irrational longer than you can remain solvent.  And there’s a widely held financial theory called “Reversion to the Mean” that asserts that eventually asset classes will return to their long term average in terms of several factors including price, price/earnings multiples, and their performance relative to other asset classes like U.S. stocks. 

Reversion to the mean for emerging markets stocks has been a long time coming. 

This week’s guest, Michael Kass who runs Baron Emerging Markets Fund believes their time has come after a very long cycle of underperformance. 

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KASS: EMERGING RECOVERY?

April 8, 2016

Emerging markets roared back from multi-year lows in March. Michael Kass, Portfolio Manager of 5-star rated Baron Emerging Markets Fund says it’s a trend not a trap.   Continue Reading »

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