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INVESTMENT REALITY

January 22, 2016

John Dorfman started out his professional career as a journalist, with successful stints at publications including The Wall Street Journal and Forbes, before making the switch to money management, joining legendary value investor David Dreman  and then founding his own firm, Dorfman Value Investments. He describes the biggest difference between financial reporting and actual investing.

Watch the related WEALTHTRACK episode.

STATTMAN: GLOBAL IMPERATIVE

January 15, 2016

STATTMAN: GLOBAL IMPERATIVE

Dennis Stattman has been managing the BlackRock Global Allocation Fund since its inception in 1989 when there were far fewer funds investing in multiple asset classes around the world. We asked him about the importance of being global.

Watch the related WEALTHTRACK episode.

SMEAD: INVESTMENT ROLE MODEL

December 18, 2015

Top performing large cap fund manager, William Smead owns a concentrated portfolio of high quality stocks which he hardly ever trades in his five star rated Smead Value Investor Fund.
One of his top five holdings is Berkshire Hathaway Class B stock and not surprisingly he says Warren Buffett is his role model.

Watch the related WEALTHTRACK episode.

ROTHMAN: CHINA DEBT

December 11, 2015

CHINA DEBT

One of the indicators China bears cite in their glum assessment of China’s economy is the country’s debt levels. According to a report by global consulting firm McKinsey, China’s debt to GDP has increased nearly four-fold since 2007. At nearly 282% of GDP it now exceeds U.S. levels. Matthews Asia Investment Strategist, Andy Rothman assesses the problem.

Watch the related WEALTHTRACK episode.

ZWEIG: WALL STREET SATIRE

November 20, 2015

WALL STREET SATIRE

The Wall Street Journal’s” Intelligent Investor” columnist, Jason Zweig, reached back more than a hundred years for a model for his latest book, The Devil’s Financial Dictionary. Why did he choose the now little known satirist Ambrose Bierce to emulate?

Watch the related WEALTHTRACK episode.

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