MEGA INVESTMENT TRENDS INFLUENCING MARKETS WITH GREAT GLOBAL INVESTOR BILL WILBY

January 17, 2020

As we enter a new decade what are some of the major changes we face as investors? For answers, we are asking a global investor known not only for his past performance but also for identifying big themes that can have an outsized influence on the financial markets.

He is great investor Bill Wilby who has appeared with us exclusively since his retirement from professional money management over a decade ago.

He was the Portfolio Manager of the award-winning Oppenheimer Global Fund a graduate of West Point, Wilby also has a Ph.D. in International Monetary Economics and has held various international finance and investment positions at top financial institutions including the Federal Reserve Bank of Chicago.

Wilby wanted to discuss a couple of themes with us. One is the privatization of the public markets, the other theme influencing Wilby’s investment strategy is what he calls the global trade reset which we will also discuss.

WEALTHTRACK Episode #1629; Originally Broadcast on Janurary 17, 2020

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The Private Equity industry has experienced explosive growth over the last two decades in terms of number of PE firms, deals and assets invested. One of the oldest, biggest and influential private equity firms is Blackstone. Its Executive Vice Chairman and former President and CEO, Tony James discussed the industry on a recent WEALTHTRACK:

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BILL WILBY

  • Former Portfolio Manager, Oppenheimer Global Fund,
  • Member of External Investment Committee, Tiedeman Advisors,
  • Member of Investment Committee, West Point Association of Graduates

STICK WITH PUBLICLY TRADED SECURITIES

Signs of Private Equity Trouble

Explosion in the number of private equity firms:

  • 106% increase in PE-backed companies in the decade ending 2017
  • Net asset value of PE holdings up sevenfold since 2002

PERFECT BIG TREND POSITIONING

  • OWN GOOGLE
  • Alphabet Inc. (GOOGL)

  • HOYA Corporation (HOCPY)
  • Tencent Holdings Ltd ADR (TCEHY)
  • Alibaba Group Holding Ltd ADR (BABA)
  • Baidu, Inc (BIDU)
  • FAANGs: Facebook, Apple, Amazon, Netflix and Alphabet’s Google

Private investor Bill Wilby saw the handwriting on the wall when he decided to retire from professional money management in 2007 just before the financial crisis hit. A regular guest on WealthTrack since our 2005 launch, Wilby’s advice and strategy have been spot on during and after the crisis.

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OPTIMISTIC FUTURE

Private investor Bill Wilby has been traveling and reading extensively since 2007 when he retired from managing the Oppenheimer Global Fund, which was ranked the number one global fund during his twelve-year tenure. He highly recommends two recently read books.


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