VALUABLE WORK What are the optimum conditions that enable value manager, Wally Weitz to find his best investment ideas? The Weitz Funds’ founder and Chief Investment Officer says it starts with being an introvert. Watch the related WEALTHTRACK episode.
Guests
NADEL: INTERNATIONAL SMALL CAP VALUE
David Nadel, Portfolio Manager of 2015’s number one foreign fund, Royce International Premier Fund explains why international small cap companies deserve a place in everyone’s portfolio.
DIMELLA: MUNI ADVANTAGE
Most investments lost ground in 2015’s volatile markets and continue to do so this year. One of the few asset classes to deliver positive results was municipal bonds. What’s the outlook for this year? Robert DiMella, co-head of award winning MacKay Municipal Managers and Portfolio Manager of several five star rated muni funds shares his forecast and strategies.
Kleinschmidt: Exclusive Strategy
ELECTION BONUS? In this week’s exclusive interview with Tocqueville Fund’s veteran value investor, Robert Kleinschmidt he once again takes a contrarian view, this time on the investment impact of the presidential election. Watch the related WEALTHTRACK episode.
KLEINSCHMIDT: EXCLUSIVE STRATEGY
An exclusive interview with Tocqueville Fund’s long-time portfolio manager Robert Kleinschmidt. The contrarian value investor explains why commodities are key to the market and what they are telling him now.
BUCHANAN: UNPOPULAR OPPORTUNITIES
Top bond manager Michael Buchanan explains why he and the award winning Western Asset Management team are finding the best opportunities in unpopular areas.