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Guests
Andy Laperriere
Andy Laperriere leads I.S.I. Group’s Policy Research team which has been ranked number one by Institutional Invester Magazine for the last ten years. Andy who came to WEALTHTRACK to give us his thoughts on how the Presidential election will affect markets, also shared the title of one of his favorite election books which he discovered […]
CONSIDER A DIVERSIFIED APPROACH TO INVESTING IN EMERGING MARKETS
Morningstar recommends: For a more passive approach- Vanguard Emerging Markets ETF (VWO) VWO data by YCharts For a more active approach- American Funds New World Fund (NEWFX) Watch this episode here.
NADEL & FOSTER: INVESTORS GO OVERSEAS FOR VALUE
“Price matters!” Pay too much for the stock of even the greatest company and you can lose money. That’s what Great Investor Bruce Berkowitz, portfolio manager of The Fairholme Fund told WEALTHTRACK recently. This week’s guests couldn’t agree more. They are searching far and wide for the best bargains. They are finding them, not in the U.S. but overseas. Andrew Foster is the Founder and Chief Investment Officer of Seafarer Capital Partners which focuses on companies in emerging markets. David Nadel is the Director of International Research for Royce & Associates where he concentrates on smaller companies.
Steven Romick: Great Investor, Steven Romick, comments on the ’87 Market Crash
A rare interview with Great Investor, Steven Romick of FPA Crescent Fund. Romick describes how he is keeping his five-star rated fund on top by balancing the forces of inflation and deflation and continuing his contrarian, value-oriented strategies.
CONSIDER INVESTING IN “COMPOUNDERS”
“COMPOUNDERS” Dominant global businesses Skilled at reinvesting capital Margin of safety Some “compounders” in the FPA Crescent Fund: AON (AON), WPP (WPPGY), Unilever (UNLYF) AON data by YCharts Watch this episode here.
