It’s been a challenging period for active managers, especially those focused on value investing and international markets. Rupal Bhansali checks off all of those boxes but remains a fierce advocate for all three approaches.
TWO HIGHLY RATED INTERNATIONAL INVESTORS DISCUSS OPPORTUNITIES TO SEIZE AND RISKS TO AVOID
With U.S. stocks at record highs, top-rated international fund managers Rupal Bhansali and Andrew Foster find values overseas.
BHANSALI & HARTCH: IDENTIFYING INVESTMENT VALUE
Two top-ranked global value investors, both admirers of Warren Buffett, will join us this week on WEALTHTRACK. Both invest in quality companies selling below their intrinsic value and in doing so frequently buy companies that are out of favor. Ariel International Fund’s Rupal Bhansali and BBH Core Select fund’s Timothy Hartch share their contrarian strategies and ideas.
ON THE BOOKSHELF
“Everyone I know who has read it has been mesmerized. And as Mae West used to say, goodness had nothing to do with it!” “Another much mentioned favorite among investment pros is The Signal and the Noise by Nate Silver, a now famous political analyst who tackles the art of prediction and his thoughtful approach […]
David Rolley & Rupal Bhansali: The Tug of War Between Stocks and Bonds
Two global investors, both with excellent track records- one in stocks, the other in bonds- are our WEALTHTRACK guests this week. Rupal Bhansali is a star global stock manager who is now the Chief Investment Officer of International Equities at Ariel Investments. David Rolley is co-head of the Global Fixed Income Group at Loomis Sayles and co-portfolio manager of the firm’s flagship Loomis Sayles Global Bond Fund.
They discuss the balancing act between stocks and bonds in their global markets outlook.