Third generation great investor, Chris Davis, shares the investment lessons passed on from his grandfather and father at The Davis Funds including the key concepts of owning businesses not stocks and focusing on long-term value not short-term expansion.
Guests
INVEST SYSTEMATICALLY
INVEST SYSTEMATICALLY (Investing Principles) Already do it automatically in 401k plans Avoids market timing and emotional investing Invest equal amounts of money at regular intervals Buy more shares in down market and fewer shares in up markets Watch the related WEALTHTRACK Episode.
CHRIS DAVIS: OPTIMISTIC INVESTOR
Just when all of us think the world is in constant turmoil and getting worse every day, an optimist appears. Great Investor and avid reader, Chris Davis reminds us that unpredictable “black swan” events can be positive as well and he cites a favorite book to prove it.
ANDREW LO: FINANCIAL INNOVATION
Why do investors make stupid mistakes? Why do individuals consistently underperform the very funds they invest in? Are there strategies investors can follow to avoid self-destructive behavior? Those are some of the weighty questions Financial Thought Leader Andrew Lo is trying to answer from two vantage points, one as a professor of Finance at MIT and Director of its Laboratory for Financial Engineering, the other as strategist and fund manager at his firm AlphaSimplex Group. This week’s conversation will start with his most recent research project at MIT, titled “Artificial Stupidity”!
CHUCK ROYCE: TRADING AND RESTORING
Chuck Royce: Trading And Restoring With more than fifty years of investing and trading under his belt Chuck Royce has a different take on the allegation that high-frequency trading means the market is rigged. Plus this renaissance man explains his personal passion for restoring historic buildings, including Ocean House in Watch Hill, Rhode Island the […]
CHARLES ROYCE: CHANGING MARKETS
In a WEALTHTRACK exclusive, Great Investor, Charles “Chuck” Royce, warns us not to read too much into recent super-sized stock returns, particularly off the 2009 market lows. He predicts quality companies will once again lead over speculative ones and active managers to overtake passive index strategies. This small cap pioneer, for one, has been doing that for decades
