What does CGM Focus fund’s legendary portfolio manager think of so called high-frequency, computer driven trading? Which unloved stocks is he investing in now. Capital Growth Management’s Ken Heebner answer those questions and more.
RECENT PROGRAMS
ROBERT ARNOTT: A BETTER MOUSETRAP?
Is there such a thing as a better mouse trap? This week’s Financial Thought Leader guest has created an alternative to traditional index funds. Instead of being based on market capitalization or stock price, his Fundamental Index® approach measures fundamentals such as sales, profits, and dividends to determine the weight securities have in his indexes. Research Affiliates Chairman and CEO Robert Arnott explains why fundamentals can make a big difference.
CLEMENTS & ZWEIG: GREATEST FINANCIAL CHALLENGES
The Wall Street Journal’s two top personal finance journalists, Jonathan Clements and Jason Zweig, both now at The Wall Street Journal tackle the three greatest financial challenges facing Americans.
DAVID WINTERS: A DIFFERENT DRUMMER
More often than not, WEALTHTRACK guests march to the beat of a different drum. Wintergreen Fund’s David Winters, a value investor who describes himself as the opposite of an index hugger, has more than 60% of his portfolio invested in companies based overseas and has recently taken a stand against Coca Cola management and Warren Buffett!
ED PERKS: A GREAT INCOME INVESTOR
A reliable and decent source of income is hard to find but this week’s guest runs the venerable Franklin Income Fund, which has paid a monthly dividend since 1948. Perks, whose fund can invest in stocks, bonds, and other income producing investments, will tell us where he is finding the best income now.
DAVID NADEL: ROYCE REDISCOVERS INDIA
When you think small cap investing, India is probably not the first country that comes to mind. But the small cap pioneers at the Royce Funds feel differently. David Nadel, Director of International Research and portfolio manager, explains the lure of India in this week’s audio interview. You can also read Nadel’s white paper on investing in India.
