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:
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[tabcontainer] [tabtext]Guest Info[/tabtext] [tabtext]Action Point[/tabtext] [tabtext]Bookshelf[/tabtext] [tabtext]One Investment[/tabtext] [tabtext]Stock Mentions[/tabtext] [tabtext]Video Archive[/tabtext] [tabtext]Web Extra[/tabtext] [/tabcontainer]
- Chief Investment Officer, International and Global Equities,
- 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
WIRELESS DOMINANCE IN CHINA
[tab]Rupal Bhansali from the WEALTHTRACK Archives:
NON-CONSENSUS INVESTMENT EDUCATION
Global value investor Rupal Bhansali explains her two strong motivations for writing Non-Consensus Investing…