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 […]
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TRAHAN: SURPRISE RISK
Cornerstone Macro’s Francois Trahan, Wall Street’s #1 ranked portfolio strategist for the last 4 years running says there is a risk he is tracking that could take the markets by surprise this year. While everyone is focusing on deflation, he is watching inflation. Watch the related WEALTHTRACK episode.
PETRIE: ELECTRIC GAME CHANGER?
ELECTRIC GAME CHANGER? Energy Thought Leader Tom Petrie is known for looking at the big picture, including technology innovations and environmental considerations, to figure out the future of the oil and gas industry. What impact will the electric car have on the fossil fuel industry? His answer might surprise you. Watch the related WEALTHTRACK episode.
FISHER: LEADERSHIP LESSONS
LEADERSHIP LESSONS Gerstein Fisher’s Gregg Fisher has spent most of his professional career as a portfolio manager, but as founder and head of a successful and growing independent investment advisory firm he has also had to acquire management skills. He joined the Young Presidents’ Organization, a global network of chief executives and business leaders who […]
DAVIS: GENERATIONAL DIFFERENCE
GENERATIONAL DIFFERENCE Some things change. Some stay the same. Third generation investor Chris Davis is carrying on the family tradition in the Davis Funds with a difference. Watch the related WEALTHTRACK episode.
MURRAY: ADVISORS’ ADVISOR
ADVISORS’ ADVISOR Nick Murray spent 25 years as a stockbroker and sales executive at several major Wall Street firms before finding his calling, advising financial advisors. It wasn’t a deliberately planned career switch. Watch the related WEALTHTRACK episode.
