An exclusive interview with small-company stock pioneer Charles “Chuck” Royce. The Royce Fund’s Great Investor shares his forty years of lessons learned in the markets, what’s changed and what still works for long-term investment success.
Guests
Ben Inker: The Next Generation of Financial Gurus
Ben Inker, co-head of GMO Asset Allocation Team and a protege of the legendary fund manager, Jeremy Grantham, recommends that a good place find solid stocks is to choose one with a rating of “A” and higher from the list of S & P 100 U.S. companies.
BEN INKER: MY FIRST AND ONLY JOB
No MBA? No graduate degree? Consuelo digs deeper into Inker’s background when she asks him how he landed a job on the highly regarded GMO team right out college. [bliptv id=”hsM9g5GTLAA”]
MAKE SURE YOU AND YOUR INVESTMENTS MATCH, IN SUBSTANCE, STYLE AND PERSONALITY
Over the years we have covered the distressing difference between how mutual funds’ perform and the poorer results investors in those same funds get. We call it the underperformance gap. It’s not just fees, trading costs and taxes that explain the difference: a huge factor is investor behavior. The moral to this story is: if […]
Ken Heebner: Bullish on Banking
Legendary portfolio manager Ken Heebner is known for his big bets and rapid trading at the CGM funds . This week he describes his contrarian views on the U.S. economy and stocks, particularly housing and banking, and why he thinks bonds are so dangerous.
Harold Evensky: The Questions You Should Ask Your Financial Advisor
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