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 […]
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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 […]
COHEN: COLLECTING AMERICAN ART
COLLECTING AMERICAN ART Award winning value investor Hersh Cohen has a disciplined approach to buying stocks, but when it comes to collecting twentieth century American prints he leads with his heart. Watch the related WEALTHTRACK episode.
LIPPERT: ON-DEMAND INVESTMENTS
ON-DEMAND INVESTMENTS Michael Lippert and the team at Baron Capital look for high growth companies leading disruptive change or generational shifts. He explains how his children are living in the future he is investing in. Watch the related WEALTHTRACK episode.
