EXTREME DISRUPTION International Value Advisers’ is holding nearly 40% of its portfolios in cash. Why are they taking such an extreme position in both their IVA Worldwide and IVA International Funds? Portfolio manager Charles de Vaulx says in his more than 30 year investment career he has never seen so much disruption in so many […]
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HYMAN & MCLENNAN: VORACIOUS READERS’ FAVORITE BOOKS
VORACIOUS READERS’ FAVORITE BOOKS A key contributor to the professional success of economist Ed Hyman and portfolio manager Matt McLennan is their voracious reading habit. They both have eclectic interests and don’t limit their lists to finance. We asked them to recommend some recent favorites. ED HYMAN Shoe Dog: […]
BERNSTEIN: EVERYDAY INSIGHTS MAKE A DIFFERENCE
EVERYDAY INSIGHTS MAKE A DIFFERENCE Richard Bernstein is known as a big thinker. He was ranked the number one analyst in several categories including Portfolio Strategy and Quantitative Research for multiple years before making the switch to managing money and mutual funds at his own firm in 2009. With all of the data available to […]
TRAHAN: INVESTMENT MYSTERY
INVESTMENT MYSTERY When Cornerstone Macro’s Francois Trahan was inducted into the Institutional Investor All-America Research Team Hall of Fame this year for being ranked Wall Street’s number one portfolio strategist for ten of the last eleven years by institutional investors, he told the magazine “if I could have done it again, I would have wanted […]
ARNOTT: ECLIPSE CHASER
ARNOTT: ECLIPSE CHASER What does a successful financial innovator, fund manager and founder of a pioneering research and investment firm do in his spare time? Research Affiliates’ Chairman and CEO Robert Arnott explains what he calls one of his stranger hobbies, chasing solar eclipses wherever they are occurring around the world. Watch the related WEALTHTRACK […]
SYLLA: CONCISE BIOGRAPHY
SYLLA: CONCISE BIOGRAPHY If you want to learn more about Alexander Hamilton’s fascinating life and his invaluable contributions to the founding of America, there is now an alternative to wading through the 800 page best seller, “Hamilton” by Ron Chernow. WEALTHTRACK guest and noted financial historian, Richard Sylla has just written a much shorter and […]