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AWARD-WINNING INVESTOR DAVID GIROUX’S LASER FOCUS ON WHAT HE WANTS TO OWN WHEN THINGS ARE CHEAP
“What do we want to own when things are cheap?” is the question driving great investor David Giroux on a daily basis.
Giroux is the Chief Investment Officer and Head of Investment Strategy for T. Rowe Price Investment Management. His reputation as a great investor has been earned as the Portfolio Manager of T. Rowe Price’s Capital Appreciation Fund, which he has run since 2006.
Continue Reading »BUYING INTO FEAR: A FINANCIAL THOUGHT LEADER & FUND PIONEER EXPLAINS HIS CHEAP DIVERSIFIERS STRATEGY
Volatility is the name of this market’s game. The Dow and S&P 500 both entered bear markets this week, although they both put up a brief fight with a robust rally on Wednesday. Yields on U.S. Treasury securities also bounced around.
Continue Reading »WARREN BUFFETT’S ENDURING INFLUENCE IS EXPLAINED BY SUCCESSFUL GLOBAL VALUE INVESTOR TOM RUSSO
Part 2 of 2
This week’s guest is a longtime holder of Berkshire stock and has been an avid student of Buffett’s style of value investing since meeting the legendary investor at Stanford Business School in the early 1980s. He is Tom Russo, managing member of the investment advisory firm Gardner Russo & Quinn, where he oversees the Semper Vic Partners Funds, which he launched in 1983 after hearing Buffett address his class at Stanford.
Continue Reading »INFLATION’S DAMAGE: FINANCIAL CONSEQUENCES & INVESTMENT STRATEGIES WITH HISTORIAN JAMES GRANT
How times have changed. It wasn’t many months ago that the entire financial world was singing the praises of inflation. The greatest fear among Wall Streeters and other financial lights was lower prices that might actually decline more and turn into that monster known as deflation. The thought conjured up nightmarish scenes of bread lines and bank runs.
Continue Reading »THE NEW INVESTMENT OPPORTUNITIES BEING DISCOVERED BY AWARD-WINNING FPA NEW INCOME FUND
The bond world changed dramatically in 2022. From several years of historically low to negative interest rates, as far as the eye could see, the horizon is now filled with rising rates across the globe. It’s a welcome change for yield-starved investors and fixed-income managers who have been coping with a record breaking yield drought.
One of them is this weekend’s guest who recently reopened his fund to new investors because of the “improved opportunity set.” He is Tom Atteberry, now Senior Advisor to FPA New Income Fund having just retired, as planned, from his portfolio manager duties in July of this year. He had been Portfolio Manager of the fund since 2004.
Atteberry will discuss why they have reopened the fund and where they are investing now. He will also share his current preference for asset-backed bonds over Treasuries and corporates.
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