FPA Crescent’s founder and portfolio manager, Steven Romick has an impressive track record of delivering equity-like returns with less than stock market risk with his contrarian investment approach. You’ll never guess what he is buying now.
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GREAT INVESTOR STEVEN ROMICK LOADED UP ON UNLOVED STOCKS DURING 2020 SELL-OFF. WHAT’S HIS PLAN NOW?
David Swensen
The legendary, long-time manager of the Yale Endowment revolutionized the way endowments and other institutions invest, de-emphasizing stocks and bonds and redirecting funds to long-horizon alternative investments such as hedge funds, private equity, and tangible assets. He cared deeply about helping individuals invest successfully as well. We were honored to have him as a WEALTHTRACK exclusive for two episodes several years ago.
An Embarrassment of Riches in the High Growth Stock Universe
There is a rule of thumb on Wall Street that when a fund knocks it out of the park in any given year or has an exceptional winning streak for a couple of years it is bound to fall to earth sooner rather than later and lag the market, its peers, or both for several […]
HOW DO YOU TOP A +100% YEAR? BARON OPPORTUNITY FUND’S MICHAEL LIPPERT OUTLINES HIS HIGH GROWTH STRATEGY
5-star, gold-rated fund manager Michael Lippert says there is an embarrassment of riches in the high growth stock universe and he is focusing on the ones that will benefit the most from every aspect of the digital transformation.
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Quality Growth Companies Pays Off
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FOCUSING ON HIGHEST QUALITY GROWTH COMPANIES WITH MARGINS OF SAFETY PAYS OFF AT POLEN CAPITAL
Polen Capital’s outstanding 30+ year track record shows that the firm’s high conviction, low turnover focus on a small number of highest quality growth companies pays off. Damon Ficklin, lead Portfolio Manager of the Polen Global Growth fund talks about some of the companies that exemplify the strategy.
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