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.
Guests
CORTAZZO: PROFESSIONAL LEAP
rd-winning investment advisor and amateur pole vaulting champion Mark Cortazzo made a major professional leap in 2021. After running his own wealth management firm, MACRO Consulting, for 30 years, he decided to merge with another much larger firm, the Wealth Enhancement Group. We asked him about that decision.
THIS NEW ERA CALLS FOR A COMPLETE FINANCIAL REASSESSMENT SAYS AWARD-WINNING ADVISOR MARK CORTAZZO
After years of underperformance, one of the most under-owned asset classes is emerging markets, and one of the least understood and appreciated is Asia.
INVESTING IN FAST-GROWING ASIAN MARKETS WHILE MINIMIZING CHINA’S RISK WITH MATTHEWS ASIA’S CIO
After years of underperformance, one of the most under-owned asset classes is emerging markets, and one of the least understood and appreciated is Asia.
TOP GLOBAL VALUE MANAGER SARAH KETTERER IDENTIFIES SOME “OUTSTANDING” BEAR MARKET OPPORTUNITIES
We are in a new era of investing says award-winning global value manager Sarah Ketterer. She describes Causeway Capital’s emphasis on defensive, less economically sensitive companies short term while having a buy list of cyclical recovery companies to buy when recession hits.
KETTERER: SYSTEMATIC ESG OUTPERFORMANCE
Before it was called ESG, Causeway Capital was paying attention to the environmental, social, and governance practices of companies. Co-founder and CEO Sarah Ketterer explains why it’s always been important and how the ESG movement has helped the firm systematize its approach to the benefit of performance.