Whitman’s Basic Investment Rules: Buy Safe and Cheap Safe = Financially Strong Company Cheap = Buy at 30%+ discount to net asset value
THINK SAFE AND CHEAP
MARTIN WHITMAN: THEY JUST DON’T GET IT!
They just don’t get it! That’s the view of legendary deep value investor Martin Whitman, Founder and Chairman of Third Avenue Management. In this exclusive interview taped at the Museum of American Finance, Whitman takes on Congressional and Wall Street ignorance about debt, credit worthiness, and earnings. Whitman will also discuss his long term mantra, to buy “safe and cheap” stocks, and his four elements to getting growth at dirt cheap prices.
CLIFF ASNESS: LEVERAGE. DERIVATIVES. SHORTING.
The three “dirty words” of finance became taboo after the 2008 financial crisis, but this week’s guest says investors need them to boost their portfolios and “clean up” in the market. Our Financial Thought Leader this week is Cliff Asness, Managing and Founding Principal of AQR Capital Management, a global investment management firm which runs hedge funds, mutual funds, and a diversified collection of investment strategies. In this rare interview, he’ll discuss the tools we can use to diversify our portfolios.
CONSIDER QUANTS
CONSIDER QUANTS Consider adding mutual funds run by reputable and leading edge quantitative research and strategy firms. Two masters of the art: – Cliff Asness of AQR Capital Management – Andrew Lo of MIT and AlphaSimplex Group
DAVID ROSENBERG: SEISMIC INVESTMENT SHIFT
Financial Thought Leader David Rosenberg is predicting a generational investment shift. He explains his new call and why investors should be making some proactive changes to their portfolios now.
WATCH NOW…
CONSIDER ROSENBERG’S “HIRP” INVESTMENT THEME
CONSIDER ROSENBERG’S “HIRP” INVESTMENT THEME “HIRP” = HEDGE INFLATION, RISK PROTECTION Consider making small portfolio adjustments Rosenberg suggests inflation hedge such as TIPS- Treasury Inflation Protected Securities