BHANSALI: UNCONVENTIONAL THINKER How challenging is it to be an unconventional thinker in a group-think dominated investment world? Ariel Investments’ Chief Investment Officer of International and Global Equities and Five-star fund manager, Rupal Bhansali tells us. FOSTER: INDEPENDENCE SURPRISE Seafarer Capital Partners’ Chief Investment Officer and lead Portfolio Manager, Andrew Foster explains what has surprised […]
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LANKFORD & BLUNT: RETIREMENT ADVICE CALLING
RETIREMENT ADVICE CALLING Retirement planning is something most of us start to think about as we get older. That was not the case with personal finance journalist Kim Lankford, or former New York Life senior executive Chris Blunt. Both were drawn to it professionally at an early age and consider it more of a calling […]
MINERD: OUT OF RETIREMENT
OUT OF RETIREMENT Scott Minerd now leads one of the fastest growing investment management firms on Wall Street, overseeing nearly $300 billion of assets including six five-star rated bond mutual funds. It’s a far cry from when he packed it all in and retired at the age of 37. Why did he quit and what […]
DAVIS & GOEI: ACTIVELY MANAGED ETF PIONEERS
DAVIS & GOEI: ACTIVELY MANAGED ETF PIONEERS Well over 90% of exchange-traded funds, popularly known as ETFs are based on passive market indexes, but there are a few active managers who have decided to use the ETF structure for actively managed portfolios. One of the pioneers of this innovative approach is third generation value investor, […]
ALFANDARY & STREUR: SRI ATTRACTION
SRI ATTRACTION Socially Responsible Investing (SRI)has become much more mainstream in recent years, but when Gabelli’s Christina Alfandary and Calvert’s John Streur got involved it was still a small niche. They each explain what drew them to the values based approach. Watch the related WEALTHTRACK episode.
TRENNERT & ZWEIG: ANTITRUST CONCERNS
ANTITRUST CONCERNS There are two business areas where power is being increasingly concentrated in the hands of a few. They have escaped regulatory scrutiny so far but two seasoned market observers believe that is going to change. Jason Trennert is watching the companies dominating the flow of information. Jason Zweig is focusing on the index […]