Global Investing

DANIEL O’KEEFE: MORNINGSTAR’S INTERNATIONAL STOCK FUND MANAGER OF THE YEAR

January 31, 2014

You won’t want to miss our rare interview with the 2013 and 2008 Morningstar International Stock Fund Manager of the Year! Portfolio Manager Daniel O’Keefe explains how his Artisan International Value and Artisan Global Value funds trounce the competition and the market in both bull and bear markets. Continue Reading »

DAVID WINTERS: FIRST CLASS MERCHANDISE AT BARGAIN PRICES!

July 19, 2013

Emerging markets have substantially underperformed the U.S. stock market over the last two years. There is one area however where emerging markets, particularly those in Asia, South America and China continue to shine: demand for luxury goods. Bain & Company reports that the so called “HENRYs” (High Earnings, Not Rich Yet) consumers in those markets are becoming a “new baby boom sized generation” for luxury goods. That is the sweet spot for this week’s Great Investor guest, David Winters. Winters is the Portfolio Manager of the value-oriented Wintergreen Fund which he founded in 2005. Since inception this go anywhere, invest in anything fund has outperformed the market and its mutual fund category. Continue Reading »

STEPHEN SMITH: HOW WORRIED ARE YOU ABOUT THE BONDS IN YOUR PORTFOLIO?

June 14, 2013

Our Great Investor guest is a maverick bond investor and a WEALTHTRACK exclusive. He is Stephen Smith, long time co-portfolio manager of the five-star rated, Brandywine Global Opportunities Bond Fund which has delivered exceptional returns over the years. Continue Reading »

HARTCH & PRIEST: AWARD WINNING MANAGERS, CONTRASTING STRATEGIES

May 24, 2013

Epoch Investment Partners’ Bill Priest searches for yield in a wide universe; Brown Brothers Harriman’s Tim Hartch keeps a narrow focus. Find out where these two global investors with world class track records are seeing opportunities now. Continue Reading »

Mark Headley: Asian Giants at a Turning Point?

March 22, 2013

China, which was struggling to fend off an economic hard landing just last year, has recovered. Japan, which has been stuck in a twenty-plus year trap of deflation and stagnant growth has a new Prime Minister who is determined to stimulate inflation and growth. Both nations have seen their stock markets rally in recent months after an extended period of underperformance for China and several decades of terrible performance for Japan. On WEALTHTRACK Premium this week we are exploring the investment potential in China and Japan with a true Asian market pro. Continue Reading »

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