One of the perks of reading the weekly research of influential strategist and economist Ed Yardeni is his weekly movie reviews. What started as an incidental add-on has become an eagerly anticipated feature. Watch the related WEALTHTRACK episode.
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HATHAWAY: GOLD WILDERNESS
John Hathaway has been managing the Tocqueville Gold fund since its inception in 1998. With gold out of favor for much of the last decade it’s been a lonely ride. Watch the related WEALTHTRACK episode.
SWAN: ACCEPTING RISK
Two decades ago Randy Swan left his suits and career security at a major accounting firm to start up Swan Global Investments, taking on career risk to help investors better manage market risk. Watch the related WEALTHTRACK episode.
GREENBLATT: INVESTING IN AMERICA
Gotham Funds’ Joel Greenblatt is not only a noted value investor, he is also the author of some bestselling investment books, an adjunct professor at Columbia Business School and a major supporter of the not-for-profit Success Academy, a very successful and expanding group of charter schools serving low-income children in New York City. His next […]
HOUGAN: TRANSFORMATIONAL POTENTIAL
Fifteen years ago Matt Hougan recognized the transformative nature of Exchange Traded Funds (ETFs) and became an expert in the field. Looking for a new career challenge, he recently completed a search for an equally disruptive financial innovation with the potential for creating a better deal for individual investors. He describes his process of elimination. […]
HALLETT: INVESTMENT FROM THE HEART
Harding Loevner’s Simon Hallett is maniacal about the firm’s rigorous, disciplined and consistent approach to stock analysis in deciding which companies to invest in for the long term. However when it came to making a substantial personal investment in Plymouth Argyle, a professional English soccer team those rules did not apply. Watch the related WEALTHTRACK […]
