Great Investor, Steven Romick, Morningstar’s 2013 Asset Allocation Fund Manager of the Year has built up one of the largest cash hordes of his career in his FPA Crescent Fund. This noted contrarian says even with his broad investment mandate of investing in any asset class, in any market the bargains are few and far between. He discusses the opportunities he is finding in farmland, real estate loans and some selective stocks
Great Investors
CHRIS DAVIS: IT’S ALL IN THE FAMILY
Third generation great investor, Chris Davis, shares the investment lessons passed on from his grandfather and father at The Davis Funds including the key concepts of owning businesses not stocks and focusing on long-term value not short-term expansion.
CHARLES DREIFUS – A SMALL CAP INVESTOR THINKS BIG
A WEALTHTRACK Great Investor who has made his name investing in small company stocks explains why he now favors large companies. Charlie Dreifus, the portfolio manager of the Royce Special Equity funds discusses why big is better in today’s markets.
ED HYMAN & BILL MILLER – PART II – MORE INVESTMENT LEGENDS’ PREDICTIONS FOR 2014
Part 2 of an exclusive interview with Wall Street legends, Ed Hyman and Bill Miller! Where do both pros think there is the most money to be made this year? Hyman gives his “one free pass” for investors and Miller shares his two “no brainers.”
ED HYMAN & BILL MILLER – PART I – INVESTMENT LEGENDS’ PREDICTIONS FOR 2014
Two investing legends come together in an exclusive television interview this week! ISI Group’s Ed Hyman, Wall Street’s number one ranked economist for 34 years running, is joined by Legg Mason’s history-making portfolio manager Bill Miller to discuss their top investment forecasts and strategies for 2014.
RUSSO & WEITZ – DYNAMIC VALUE DUO
An exclusive get-together with two outstanding value investors! Wally Weitz, whose flagship Weitz Partners Value Fund is celebrating its thirty year anniversary, and Tom Russo, with his market-beating Semper Vic Partners Fund, will discuss the different places each is finding value and why Warren Buffet is their investment hero.
