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GRANT & ZWEIG: ENLIGHTENING LITERATURE

October 12, 2018

ENLIGHTENING LITERATURE

Highly respected journalists and Financial Thought Leaders, James Grant and Jason Zweig each share a recently read book which has expanded their knowledge and perspective.

Watch the related WEALTHTRACK episode.

BERNSTEIN: PACTIVE MANAGEMENT

October 5, 2018

PACTIVE MANAGEMENT

Merrill Lynch’s longtime top-ranked investment strategist Richard Bernstein launched his own investment advisory firm, Richard Bernstein Advisors(RBA) in 2009 to apply his “top-down” macro strategy and quantitative analytical skills to real portfolios. He decided to combine his active asset allocation approach with passive investment instruments such as ETFs in what he trademarked as Pactive Management, which he believes is the wave of the future.

Watch the related WEALTHTRACK episode.

TESTORF: MIND CLEARING ACTIVITY

September 28, 2018

Running international portfolios is an intense, high-pressure job requiring extensive research about multiple topics. How does ClearBridge International Growth Funds’ Michael Testorf de-stress?  Windsurfing.

Watch the related WEALTHTRACK episode.

DOLL: GUIDING PRINCIPLES

September 14, 2018

Longtime portfolio manager and strategist Bob Doll has always inspired me with his work ethic, ability to successfully execute many jobs simultaneously and being cheerful and energetic while doing so. He and his wife have been deeply and actively involved in supporting and protecting Christians all over the world, including some of the world’s most dangerous places. He discusses his guiding principles.

Watch the related WEALTHTRACK episode.

DREIFUS: PRINCIPLED ACCOUNTING

August 3, 2018

PRINCIPLED ACCOUNTING

Royce Special Equity Fund’s legendary value manager Charlie Dreifus is known for his deep dive accounting, going through company finances with a fine tooth comb to identify financial weaknesses and strengths.  It’s a skill and passion he learned from his mentor, award-winning accounting professor Abraham “Abe” Briloff, a renowned forensic accountant known for exposing accounting chicanery in columns for Barron’s.  Dreifus is determined to keep the Briloff legacy alive.

Watch the related WEALTHTRACK episode.

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