It’s been a challenging period for active managers, especially those focused on value investing and international markets. Rupal Bhansali checks off all of those boxes but remains a fierce advocate for all three approaches.
NON-CONSENSUS VALUE INVESTING WITH ARIEL INVESTMENTS’ RUPAL BHANSALI
Big Idea Companies Disrupting Industries Globally – Top Growth Manager Alex Umansky Focuses on Them
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DON’T CHASE PERFORMANCE
DON’T CHASE PERFORMANCE Studies show: Individual investors underperform funds they invest in They buy into funds after periods of exceptional performance (buy high) They sell funds after periods of underperformance (sell low) Watch the related WEALTHTRACK episode.
TOP GROWTH MANAGER ALEX UMANSKY FOCUSES ON BIG IDEA COMPANIES DISRUPTING INDUSTRIES GLOBALLY
Very few money managers have the opportunity to create a new fund, and a tiny percentage deliver the outstanding results Alex Umansky has. We will discuss what he sees as his competitive advantage at Baron Global Advantage, as well as his views on the “big idea, disruptive companies” he defines as his specialty.
ASSESSING THE ECONOMIC FALLOUT FROM THE RAPIDLY EVOLVING CORONAVIRUS STORY
Although the Coronavirus wasn’t on anyone’s radar screen a few weeks ago, China’s economic challenges were and are addressed by both guests. The virus is now adding to those pressures.
A Game Changer for Market Leadership Creating New Winners and Losers – End of Globalization
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