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MENTAL FITNESS The Royce Funds’ David Nadel has to deal with turmoil and volatility in both domestic and international markets as the firm’s Director of International Research and  portfolio manager of two funds, the Royce International Premier fund, 2015’s top performing foreign fund and the Royce European Small-Cap fund, its category winner.  We asked him […]

Award winning municipal bond fund manager Bob DiMella runs several 5-star rated funds including MainStay New York Tax-Free Opportunities Fund and MainStay California Tax-Free Opportunities Fund. His work analyzing state finances gives him an inside view of how well different governors manage. Two states stand out, one positive and one negative. Both have governors with […]

John Dorfman started out his professional career as a journalist, with successful stints at publications including The Wall Street Journal and Forbes, before making the switch to money management, joining legendary value investor David Dreman  and then founding his own firm, Dorfman Value Investments. He describes the biggest difference between financial reporting and actual investing. […]

STATTMAN: GLOBAL IMPERATIVE Dennis Stattman has been managing the BlackRock Global Allocation Fund since its inception in 1989 when there were far fewer funds investing in multiple asset classes around the world. We asked him about the importance of being global. Watch the related WEALTHTRACK episode.