Epoch Investment Partners’ Bill Priest searches for yield in a wide universe; Brown Brothers Harriman’s Tim Hartch keeps a narrow focus. Find out where these two global investors with world class track records are seeing opportunities now.
HARTCH & PRIEST: AWARD WINNING MANAGERS, CONTRASTING STRATEGIES
ROBERT KLEINSCHMIDT: WALL STREET “TROUBLE MAKER”
Robert Kleinschmidt, long-time Portfolio Manager of the Tocqueville Fund and a well-known contrarian on Wall Street. He was bullish on stocks when every one was calling for the death of equities. He pooh poohed the effect the election and the fiscal cliff would have on the market. Now he has a very contrarian view of the Fed’s unprecedented policy to keep interest rates low.
CONSIDER SOME CONTRARIAN INVESTMENTS FOR YOUR PORTFOLIO
WHAT’S REALLY OUT OF FAVOR? Gold: a substitute for cash, universally recognized store of value U.S. Treasury Securities: shorter term treasuries offer haven against market storms. They are liquid and guarantee of principle.
DON’T UNDERESTIMATE THE POWER OF DIVIDENDS
DON’T UNDERESTIMATE THE POWER OF DIVIDENDS
ROBERT SHEARER: SEARCHING FOR GOOD DIVIDEND STOCKS
Why not all dividends are created equal. Robert Shearer, lead portfolio manager for BlackRock’s Equity Dividend Fund explains why some dividends are better than others and where he is finding the best in growth and income.
WHAT IT TAKES
Read [amazon-product text=”What it Takes” type=”text”]1118517725[/amazon-product]. Know When You Are A Customer Or A Client As a “customer”, up to you to decide to buy a product or not As a “client”, a firm should put your interests first and act as a fiduciary