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RUSSO: CALM OPTIMISM

August 5, 2022

Great value investor Tom Russo explains why he is able to remain calm and optimistic no matter what the market environment.

Watch the related WEALTHTRACK episode.

DREIFUS: TIMELESS INVESTMENT WISDOM

July 29, 2022

Legendary small-cap value manager Charlie Dreifus shares some invaluable investment advice he received from mentors early in his career. 

Watch the related WEALTHTRACK episode.

CORTAZZO: PROFESSIONAL LEAP

July 22, 2022

Award-winning investment advisor and amateur pole vaulting champion Mark Cortazzo made a major professional leap in 2021. After running his own wealth management firm, MACRO Consulting, for 30 years, he decided to merge with another much larger firm, the Wealth Enhancement Group. We asked him about that decision.  

Watch the related WEALTHTRACK episode.

HORROCKS: BEYOND ASIA

July 15, 2022

Matthews Asia was one of the first U.S. mutual fund firms to specialize solely in Asia. Three decades later, it has branched out to other emerging markets as well. Chief Investment Officer Robert Horrocks explains how Asia’s investment success made expansion a necessity.   

Watch the related WEALTHTRACK episode.

KETTERER: SYSTEMATIC ESG OUTPERFORMANCE

July 8, 2022

Before it was called ESG, Causeway Capital was paying attention to the environmental, social, and governance practices of companies. Co-founder and CEO Sarah Ketterer explains why it’s always been important and how the ESG movement has helped the firm systematize its approach to the benefit of performance.   

Watch the related WEALTHTRACK episode.

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