Mike Clarfeld has been co-managing the highly-rated Clearbridge Dividend Strategy Fund since 2009. He worked with Great Investor Hersh Cohen for almost two decades before Cohen’s retirement. We asked Clarfeld to share some of Cohen’s most important investment lessons.
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LAZAR: WINNING STRATEGY
Nancy Lazar has been voted one of the top two economists by Institutional Investor readers for ten years straight. She co-founded two top-ranked independent macro research firms. She explains how she remains at the top of the game.
MALKIEL: “A RANDOM WALK’S” SUCCESS
A Random Walk Down Wall Street was criticized and even ridiculed by Wall Street and the financial press when it was first published in 1973. Burt Malkiel explains why it survived and eventually flourished.
McLENNAN: HEAD CLEARING
Similar to an overloaded computer’s memory, the brain can use a reset to work efficiently. Matthew McLennan shares his refresh approach.
McLENNAN: POLITICAL MARKET RISKS
Leading global value manager Matt McClennan discusses the risky mix of monetary and fiscal tightening amidst high debt levels in the US and identifies some companies that can succeed despite it.
CLARIDA: INSIDE THE FED PERSPECTIVE
Long-time Fed watcher Richard Clarida gained a different perspective, including some surprises once he was inside the Fed making policy decisions.
