In the current market cycle dating from 2009 coming out of the great financial crisis:

Equities dominated bonds and commodities
The U.S. trumped international
Growth outpaced value
And large U.S. tech companies dominated just about every sector and security

As in previous bull market periods, money flows to the best performers and flees the laggards. This record-setting U.S. bull market has also accentuated the attraction of index investing, as mutual funds and ETFs based on the S&P 500, in particular, have been among the decade’s stars.

It’s been a challenging period for active managers, especially those focused on value investing and international markets. This week’s guest checks off all of those boxes but remains a fierce advocate for all three approaches. She is Rupal Bhansali, Chief Investment Officer of International and Global Equities at Ariel Investments.

Bhansali shows how to apply it to the world of investing to improve one’s odds of achieving above-average returns with below-average risks. Her upside-down investment approach focuses on avoiding losers instead of picking the winners

WEALTHTRACK Episode #1633; Originally Broadcast on February 14, 2020

Listen to the audio only version here:

Explore This Episode

We have compiled additional information and content related to this episode.

RUPAL BHANSALI

Chief Investment Officer, International and Global Equities,
Ariel Investments
Portfolio Manager, Ariel International Fund

GIVE YOUR PORTFOLIO A NON-CONSENSUS INVESTING REVIEW

Where Most Vulnerable To Declines: Highest Risk Areas = Most Appreciation With Lagging Fundamentals
Appreciation Vs. Fundamentals (2019 Performance)
S&P 500 +29% capital appreciation
S&P 500 +2% earnings per share

<br />

Non-Consensus Investing: Being Right When Everyone Else Is Wrong (Heilbrunn Center for Graham & Dodd Investing Series)