TECH BOYCOTT Ariel Investments’ Founder and CEO, John Rogers is one of only six portfolio managers who have run the same mutual fund for more than 30 years and one of very few who has beaten the market in the process. But that’s not the only characteristic that sets him apart. He has also never […]
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KLINGELHOFER & VENDITTI: ACTIVE ADVANTAGE BONDS?
ACTIVE ADVANTAGE BONDS? Massive amounts of money are flowing into passive index funds but in a recent report bond giant, PIMCO says bonds are different and that active management has an advantage. Find out more here. Watch the related WEALTHTRACK episode.
LAZAR: NEW, SMARTER CONSUMER?
NEW, SMARTER CONSUMER? Top ranked economist Nancy Lazar is known for spotting emerging macro trends. She recently identified a lasting change in consumer behavior. Is there a new smarter consumer? Watch the related WEALTHTRACK episode.
GARDNER: FINANCIAL AUTOMATION
FINANCIAL AUTOMATION Tom Gardner was a pioneer in offering investment advice online with The Motley Fool. He is now predicting the future of financial advice overall will come from apps not humans and he says that future is upon us. Watch the related WEALTHTRACK episode.
WINTERS: INDEX FUND CONTRARIAN
INDEX FUND CONTRARIAN Challenging popular opinion is never easy, however it is second nature to a hardy few including global value investor David Winters. Wintergreen Fund’s portfolio manager took on the tech craze in the 1990’s. He is now raising the alarm about the flood of money pouring into index funds. Of particular concern are […]
WALLACK: PORTFOLIO BUILDER
PORTFOLIO BUILDER How did a former stone carver transition from building cathedrals to building stock portfolios? David Wallack portfolio manager of T. Rowe Price’s Mid-Cap Value fund and winner of Morningstar’s 2016 Domestic-Stock Fund Manager of the Year award says some of the skills are transferable. Watch the related WEALTHTRACK episode.