RECENT PROGRAMS

DAVID GIROUX ON GROWING SECULAR RISKS IN COMPANIES – EXCLUSIVE WITH FUND MANAGER OF YEAR WINNER

January 18, 2019

In a WEALTHTRACK exclusive, 5-star manager David Giroux explains why more companies’ businesses are at risk.
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JOHN BOGLE

January 18, 2019

With John “Jack” Bogle’s passing “American investors have lost the fiercest advocate they may have ever had.” So wrote Jason Zweig, the esteemed The Wall Street Journal columnist this week. We couldn’t agree with him more.

I have interviewed John Bogle numerous times over the years and he was relentless in his pursuit of a better deal for individual investors. He also didn’t care who he took on to achieve it and seemed to relish battling most of Wall Street’s leadership. His 1975 creation of the first mutual fund tied to an index, the predecessor to the Vanguard S&P 500 (VFINX) revolutionized Wall Street’s pricing structure and democratized access to investing. Mission accomplished!

John Bogle from the WEALTHTRACK Archives:
An extended interview in 2012:

From 2006

CURRENT MARKET DYNAMICS AND STRATEGY: AN EXCLUSIVE INTERVIEW WITH GREAT INVESTOR HERSH COHEN

January 11, 2019
On the broadcast, we revisit part 2 of our recent annual exclusive global outlook with Wall Street’s #1 economist, Evercore ISI’s Ed Hyman, and leading portfolio manager, First Eagle’s Matthew McLennan. Watch the episode again here.

NEW THIS WEEK:

HERSH COHEN

Great Investor Hersh Cohen has been investing for half a century, 30 years of which were spent at the helm of the award-winning ClearBridge Appreciation Fund and to this day focusing on investing in high quality, dividend growing companies. He shares his perspective on today’s challenging markets.

Great Investor Hersh Cohen is the Co-CIO of Clearbridge Investments and helps oversee the firm’s appreciation and dividend strategies. He shared his most recent portfolio manager commentary with WEALTHTRACK.

Download the commentary [pdf].

A core strategy of Great Investor Hersh Cohen over the fifty years he has been investing, including the thirty years he ran the Clearbridge Capital Appreciation Fund has been investing in high quality, dividend growing companies. He has shared his “Dividend Compounders” list with WEALTHTRACK since he first joined us in 2008.

Download the list [pdf].

Hersh Cohens 2017 Interview and previous appearances from the WEALTHTRACK archives:

“UGLY START TO 2019” BUT U.S. RECESSION IS SEVERAL YEARS AWAY SAYS STREET’S LONG TIME #1 ECONOMIST

January 3, 2019
”Ugly Start to 2019” was the headline of the first report from Ed Hyman to clients this week. It’s available to you on our website and provides an update to the exclusive two-part interview we did with Hyman and global value investor, Matthew McLennan at the end of last year. We are presenting the U.S. outlook portion of that interview again this week because its insights are still timely and valuable and you won’t see them anywhere else. Watch the episode again.

NEW THIS WEEK:
Wall Street’s king of economists shares his first report of 2019 in addition to making his exclusive annual US outlook appearance on WEALTHTRACK.
Download the report [pdf]:

UNLOCKING CHINA’S UNDISCOVERED TREASURES WITH MATTHEWS CHINA SMALL COMPANIES FUND’S LEAD PORTFOLIO MANAGER, TIFFANY HSIAO

December 28, 2018
One of the biggest stories of 2018 was the economic and political transformation underway in China, the world’s second-largest economy and until recently its primary growth engine. What happens in China matters. We are revisiting our recent exclusive interview with Matthews Asia investment pioneer Mark Headley. Watch it again here.

NEW THIS WEEK…
Chinese small company stocks are an undiscovered asset with enormous potential. Tiffany Hsiao, the lead portfolio manager of the category and market beating Matthews China Small Companies fund explains the attraction.
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