Epoch Investment Partners’ Bill Priest searches for yield in a wide universe; Brown Brothers Harriman’s Tim Hartch keeps a narrow focus. Find out where these two global investors with world class track records are seeing opportunities now.
Guests
TWO PROS’ PERSONAL PORTFOLIOS
We ask Tim Hartch and Bill Priest about their personal investments.
ROBERT KLEINSCHMIDT: WALL STREET “TROUBLE MAKER”
Robert Kleinschmidt, long-time Portfolio Manager of the Tocqueville Fund and a well-known contrarian on Wall Street. He was bullish on stocks when every one was calling for the death of equities. He pooh poohed the effect the election and the fiscal cliff would have on the market. Now he has a very contrarian view of the Fed’s unprecedented policy to keep interest rates low.
PRO’S PERSONAL PORTFOLIO: NATURAL RESOURCES
What do saltwater disposal wells and gold bullion have in common? You’ll find both in the personal portfolio of Tocqueville Fund’s Robert Kleinschmidt- he explains what makes these investments attractive.
THE SHEARER STOCKS
THE SHEARER STOCKS – The full list with up-to-date stock quotes.
ROBERT SHEARER: WHAT’S HAPPENING IN A PRO’S PERSONAL PORTFOLIO?
Consuelo often asks her guests what they are doing in their personal portfolios, aside from investing in their own funds, that they might like to share with us.
