Great Investors

RUSSO & WEITZ – DYNAMIC VALUE DUO

January 3, 2014

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. Continue Reading »

BRIAN ROGERS – NOTHING IS CHEAP

December 27, 2013

“What if nothing is cheap” in today’s market? In a rare interview, Brian Rogers, longtime portfolio of the T. Rowe Price Equity Income Fund, a  Morningstar favorite, tells us why he’s worried about risks and “pockets of craziness” in the market and where he is finding value in an expensive world. Continue Reading »

DONALD YACKTMAN: A GREAT INVESTOR TURNS MORE CONSERVATIVE

November 1, 2013

Donald Yacktman, President and Founder of Yacktman Asset Management runs two five-star funds. Both have beaten the markets and their peers by wide margins over the years.  This past Morningstar Stock Fund Manager of the Year explains while his approach to picking stocks has stayed the same, his current strategy is changing. Continue Reading »

MARTIN WHITMAN: THEY JUST DON’T GET IT!

October 25, 2013

They Just Don’t Get It! That’s the view of  legendary deep value investor Martin Whitman, Founder and Chairman of Third Avenue Management. In this exclusive interview taped at the Museum of American Finance, Whitman takes on Congressional and Wall Street ignorance about debt, credit worthiness, and earnings. Whitman will also discuss his long term mantra, to buy “safe and cheap” stocks, and his four elements to getting growth at dirt cheap prices. Continue Reading »

DAVID ROSENBERG: SEISMIC INVESTMENT SHIFT

October 11, 2013

Financial Thought Leader David Rosenberg is predicting a generational investment shift. The influential Chief Economist and Strategist at Toronto-based wealth management firm Gluskin Sheff recently reversed course on his long standing deflation and bullish bond theme. He believes Federal Reserve Chairman Ben Bernanke’s fight against deflation is working and that we are already seeing signs of inflation emerging and the economy strengthening beyond what most on Wall Street expect.  He explains his new call and why investors should be making some proactive changes to their portfolios now. Continue Reading »

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