Robert Kleinschmidt
INVESTING WHERE YOU DON’T WANT TO BE, WITH TOCQUEVILLE ASSET MANAGEMENT’S CONTRARIAN MANAGER ROBERT KLEINSCHMIDT
In an exclusive interview, Tocqueville Asset Management’s contrarian investor, Robert Kleinschmidt explains why he is finding the best values where you don’t want to be.
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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.
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.
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.
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CORPORATE RESPONSIBILITY?
It is winter fund raising season on public television which means that WEALTHTRACK might be pre-empted on your local television station.
We are revisiting an exclusive interview we had with the Fairholme Fund’s Bruce Berkowitz this fall. Berkowitz is a Great Investor who always generates a great deal of interest and controversy because of his deep value and extremely “concentrated” investment approach. This time was no exception! The week after the interview a Federal Court judge dismissed a lawsuit Fairholme and others had filed against the U.S. Treasury Department over its 2012 decision to take all of the profits generated by mortgage giants Fannie Mae and Freddie Mac. Fairholme has a big position in both. In a message to shareholders Berkowitz said we “strongly disagree with the court’s conclusions,…and will continue to pursue our legal rights”…including continuing another lawsuit to obtain “just compensation” for minority shareholders. Continue Reading »
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