In a WEALTHTRACK exclusive, Great Investor, Charles “Chuck” Royce, warns us not to read too much into recent super-sized stock returns, particularly off the 2009 market lows. He predicts quality companies will once again lead over speculative ones and active managers to overtake passive index strategies. This small cap pioneer, for one, has been doing that for decades
CHARLES ROYCE: CHANGING MARKETS
CHARLES ROYCE: BUY SOME UNLOVED SECTORS OF THE MARKET
Buy Some Unloved Sectors Of The Market UNLOVED vs. LOVED RETURNS Annualized returns past 20 years over 3-year holding periods Unloved Funds 10.4% Loved Funds 6.4% Source: Morningstar “Unloved” Categories 2013: Large-growth funds Commodity funds Precious metals funds Kinnel’s “Unloved” Picks Primecap Odyssey Growth (POGRX) Harbor Commodity Real Return Strategy (HACMX) Oppenheimer Gold & […]
HOW A WOMAN INVESTOR DIFFERS FROM A MAN
That old line about how women are from Venus and men are from Mars seems especially true when it comes to a woman’s approach to investing. For women money is part of life’s complex mosaic. They want advisors who are good listeners, even confidants.
Ken Heebner: Great Contrarian Investor
KEN HEEBNER: GREAT CONTRARIAN INVESTOR
What does CGM Focus fund’s legendary portfolio manager think of so called high-frequency, computer driven trading? Which unloved stocks is he investing in now. Capital Growth Management’s Ken Heebner answer those questions and more.
