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STANEK – OPEN FOR BUSINESS

May 21, 2021

Mary Ellen Stanek and her team took an unusual route during COVID. They kept their offices open for business. She explains why they made that choice and how it worked out.

NEW OPPORTUNITIES AND CHALLENGES FOR BOND INVESTORS WITH TOP-RATED BOND MANAGER, MARY ELLEN STANEK

May 21, 2021

One of Barron’s 100 most influential women in U.S. Finance, Mary Ellen Stanek, Chief Investment Officer of Baird Advisors and President of Baird Funds, discusses the rapidly changing conditions in the bond markets.
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Equity-Like Returns With Less Than Stock Market Risk

May 15, 2021

“Jack be nimble Jack be quick” isn’t a concept one usually associates with long term value investors but sometimes extraordinary times call for exceptional responses. The first quarter of 2020 was one such event for this week’s guest.Steven Romick, who has appeared on WEALTHTRACK since our launch in 2005 rarely does television interviews which is […]

ROMICK – PANDEMIC IMPACT

May 14, 2021

Steven Romick and the FPA Crescent team were convinced early on that life would return to normal after COVID; they just didn’t know when. Romick describes how they coped and what’s changed.

GREAT INVESTOR STEVEN ROMICK LOADED UP ON UNLOVED STOCKS DURING 2020 SELL-OFF. WHAT’S HIS PLAN NOW?

May 14, 2021

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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David Swensen

May 11, 2021

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.

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An Embarrassment of Riches in the High Growth Stock Universe

May 10, 2021

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 […]

LIPPERT: LIFE LESSONS

May 7, 2021

High-performing portfolio manager Michael Lippert is taking the hard lessons learned from a life-threatening accident back in 2015 and applying them to the pandemic experience.

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