Financial legend Charlie Munger praised William Green’s “Richer, Wiser, Happier” as “one of the best investment books ever written.” In it, Green distills the shared qualities of more than 40 great investors he has interviewed over the years.
Wealthtrack Episodes
Jamie Hopkins Reveals a Major Overlooked Risk in Financial Planning
Financial planning thought leader Jamie Hopkins discusses why digital asset management is one of the biggest overlooked risks in retirement and estate preparation, and the steps we can take to fix it.
Buying by Corporate Insiders Can Mean Excess Returns for a Stock
Legendary value firm Tweedy, Browne recently launched a new ETF focused on undervalued companies with buying by corporate insiders. Managing Director John Spears explains why insider buying can be a strong indicator of future excess returns.
How To Make the Cut in Semper Vic Partners’ (Private Funds) Portfolio
Part 2 of 2
What does it take to make it into Semper Vic Partners’ concentrated portfolio of global brand-name companies? Founder, long-time portfolio manager, and leading value investor Tom Russo identifies the key attributes shared by his sixteen holdings.
RUSSO: CHALLENGING TIMES
Part 1 of 2
In a WealthTrack exclusive, global value investor Tom Russo assesses the many macro challenges facing multinational businesses and how his premier brand name companies are responding.
EUROPEAN INVESTMENT RENAISSANCE
Award-winning Causeway International Value Fund’s Sarah Ketterer is finding numerous opportunities in Europe, as the continent undergoes an investment renaissance.