HOMING INSTINCT Harding Loevner’s Chief Investment Officer, Simon Hallett has lived in the U.S. for more than a quarter of a century but in recent years he has found himself drawn back to the country of his birth and specifically to the county where he grew up, Devon County, England. Watch the related WEALTHTRACK episode.
WebExtra
CLEMENTS & JAKAB: WEB EXTRA
CLEMENTS: FRUGAL TRADITION Award winning personal finance journalist Jonathan Clements has spent nearly 30 years advising readers about the virtues of saving and frugality. Author of six personal finance books, his latest, How to Think About Money encapsulates this personal and professional philosophy. It’s a guiding principal that began with a Clements’ family story. JAKAB: CAREER SWITCH Spencer […]
SARGEN: CAREER MISSION & WILBY: UNPLUGGED INVESTOR
SARGEN: CAREER MISSION After 40 years as a global economist and strategist Nick Sargen relinquished his Chief Investment Officer role at Fort Washington Investment Advisors to become Chief Economist and Investment Strategist, as well as complete his soon to be published book, Global Shocks: An Investment Guide for Turbulent Markets. He talks about the decision […]
AVOIDING BURNOUT & POPULAR THEME PORTFOLIOS
BRUGERE-TRELAT: AVOIDING BURNOUT Phillipe Brugere-Trelat has managed top performing European and international portfolios through several decades of booms, busts, financial crises, and most recently Brexit. How has he avoided burnout? TRENNERT: POPULAR THEME PORTFOLIOS Jason Trennert and his partners founded Strategas Research Partners ten years ago as an independent macroeconomic, investment strategy and policy firm […]
BRYANT QUINN: UNINTENTIONAL CAREER
UNINTENTIONAL CAREER Jane Bryant Quinn became a household name as a consumer reporter and personal finance journalist both in print and on television. Her career path was anything but intentional. Watch the related WEALTHTRACK episode.
ROYCE: MANAGING MONEY FOCUS
MANAGING MONEY FOCUS Half a century ago Chuck Royce identified small company stocks as a distinct asset class full of attractive investment opportunities. Starting with his flagship Royce Pennsylvania Mutual fund in 1972 he built a pioneering, small-cap oriented investment management firm, Royce & Associates which now has 18 micro, small and mid-cap focused mutual […]
