PREMIUM: BHANSALI & FOSTER

INTERNATIONAL VALUES

With U.S. stocks at record highs, top-rated international fund managers Rupal Bhansali and Andrew Foster find values overseas.

WEALTHTRACK Episode #1417; Originally Broadcast on October 13, 2017

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RUPAL BHANSALI

• Ariel International Fund

ANDREW FOSTER

• Seafarer Overseas Growth and Income Fund

Newsletter available soon.

OWN SOME INFLATION FIGHTERS IN YOUR PORTFOLIO

TIPS – Treasury Inflation-Protected Securities
Kiplinger’s suggest:
• Vanguard Short-Term
• Inflation-Protected Securities ETF (VTIP)
• – One of cheapest fund in category
• – Focuses on TIPS maturing in less than 5 years

No Bookshelf titles this week.

FOSTER: DIVERSIFY AWAY FROM U.S. DOLLAR

• DFA Worldwide ex US Core Equity (DFWIX)
• Price: $12.07 on 10/11/17
• 52-week range: $9.59 – $12.07

DFWIX data by YCharts

BHANSALI: UNSUNG ASSET

Cash
• Uncorrelated to other asset classes
• Provides protection in a bear market

Johnson & Johnson (JNJ)

JNJ data by YCharts

GlaxoSmithKline PLC ADR (GSK)

GSK data by YCharts

Infosys Ltd ADR (INFY)

INFY data by YCharts

Microsoft Corp (MSFT)

MSFT data by YCharts

Gilead Sciences Inc (GILD)

GILD data by YCharts

Roche Holding AG ADR (RHHBY)

RHHBY data by YCharts

GlaxoSmithKline PLC ADR (GSK)

GSK data by YCharts

Download the transcript included in the WEALTHTRACK PREMIUM subscription here [pdf].

More information regarding WEALTHTRACK transcripts can be found here

Archive episodes available soon.

BHANSALI & HARTCH: IDENTIFYING INVESTMENT VALUE

Posted on November 13, 2015

Two top-ranked global value investors, both admirers of Warren Buffett, will join us this week on WEALTHTRACK. Both invest in quality companies selling below their intrinsic value and in doing so   frequently buy companies that are out of favor. Ariel International Fund’s Rupal Bhansali and BBH Core Select fund’s Timothy Hartch share their contrarian strategies and ideas.

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NADEL & FOSTER: INVESTORS GO OVERSEAS FOR VALUE

Posted on October 26, 2012

“Price matters!” Pay too much for the stock of even the greatest company and you can lose money. That’s what Great Investor Bruce Berkowitz, portfolio manager of The Fairholme Fund told WEALTHTRACK recently. This week’s guests couldn’t agree more. They are searching far and wide for the best bargains. They are finding them, not in the U.S. but overseas. Andrew Foster is the Founder and Chief Investment Officer of Seafarer Capital Partners which focuses on companies in emerging markets. David Nadel is the Director of International Research for Royce & Associates where he concentrates on smaller companies.

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BHANSALI: UNCONVENTIONAL THINKER

How challenging is it to be an unconventional thinker in a group-think dominated investment world? Ariel Investments’ Chief Investment Officer of International and Global Equities and Five-star fund manager,  Rupal Bhansali tells us.   

FOSTER: INDEPENDENCE SURPRISE  

Seafarer Capital Partners’ Chief Investment Officer and lead Portfolio Manager, Andrew Foster explains what has surprised him the most since launching his emerging markets focused firm in 2011.