AVOID THE UNDERPERFORMANCE TRAP Investors chase performance: buy when funds are hot and sell when they cool off How to avoid the underperformance trap? Invest with a fund manager who suits your investment style. Don’t chase performance Buy incrementally
AVOID THE UNDERPERFORMANCE TRAP
RUSSO & WEITZ – DYNAMIC VALUE DUO
An exclusive get-together with two outstanding value investors! Wally Weitz, whose flagship Weitz Partners Value Fund is celebrating its thirty year anniversary, and Tom Russo, with his market-beating Semper Vic Partners Fund, will discuss the different places each is finding value and why Warren Buffet is their investment hero.
MAKE SURE YOU HAVE SOME “BORING” INVESTMENTS IN YOUR PORTFOLIO
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BRIAN ROGERS: CONSIDER REBALANCING YOUR PORTFOLIO
CONSIDER REBALANCING YOUR PORTFOLIO – Trim overvalued winners – Add to undervalued laggards Stock Portfolio Potential trims: U.S. stocks, especially small cap stocks Potential adds: Emerging market stocks Bond Portfolio Potential trims: High yield bond winners Potential adds: Short term Treasury notes and T-bills High quality emerging market government and corporate bonds
BRIAN ROGERS – NOTHING IS CHEAP
“What if nothing is cheap” in today’s market? In a rare interview, Brian Rogers, longtime portfolio of the T. Rowe Price Equity Income Fund, a Morningstar favorite, tells us why he’s worried about risks and “pockets of craziness” in the market and where he is finding value in an expensive world.
JAMES GRANT & RICHARD SYLLA: THE GREAT FED DEBATE!
Is the 100th anniversary of the creation of the Federal Reserve a cause for celebration or condemnation? Has the Fed, as Ben Bernanke said, “come full circle back to the original goal of preventing financial panics? Two financial historians, James Grant and Richard Sylla, debate the benefits and dangers of the Fed and explore its history with us.