In an exclusive interview, Tocqueville Fund’s contrarian investor, Robert Kleinschmidt explains why he is finding the best values where you don’t want to be.
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Robert Kleinschmidt
KLEINSCHMIDT: SUMMER ENERGY
SUMMER ENERGY Contrarian value investor Robert Kleinschmidt was an oil and gas analyst before becoming a money manager. When we asked him for a summer reading recommendation he returned to the oil patch. Watch the related WEALTHTRACK episode.
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.
CORPORATE RESPONSIBILITY?
We are tackling one of the most debated issues in business, what is the primary responsibility of corporations? Is it to maximize shareholder value as it is now, or also serve the interests of other stakeholders including customers, suppliers, employees and the community?
KLEINSCHMIDT – CONTRARIAN VIEWS
The Tocqueville Fund’s Robert Kleinschmidt started nibbling on Apple well over a year ago when the stock was much lower. As a deep value investor Kleinschmidt says he is less enthusiastic about Apple now because it’s not as “dirt cheap” and views it as a “not terribly strong hold.” I asked him about another aspect […]
