Now that award-winning bond fund manager Tom Atteberry has retired from his daily portfolio management duties, how is he going to spend his time? In his new role as Senior Advisor at FPA, the bond markets won’t be entirely off his mind.
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MCINTYRE: KEEPING INVESTMENT FOCUS
As a global bond manager Jack McIntyre has to pay attention to multiple geopolitical developments, markets, and trends. An early interest in China has helped him keep his focus.
RUSSO: CALM OPTIMISM
Great value investor Tom Russo explains why he is able to remain calm and optimistic no matter what the market environment.
DREIFUS: TIMELESS INVESTMENT WISDOM
Legendary small-cap value manager Charlie Dreifus shares some invaluable investment advice he received from mentors early in his career.
CORTAZZO: PROFESSIONAL LEAP
rd-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.
HORROCKS: BEYOND ASIA
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.