Tag: episode_1417

Two Highly Rated International Investors Discuss Opportunities To Seize And Risks To Avoid

October 14, 2017

This page is here for technical reasons. Please click here for the episode page.

TWO HIGHLY RATED INTERNATIONAL INVESTORS DISCUSS OPPORTUNITIES TO SEIZE AND RISKS TO AVOID

October 13, 2017

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

OWN SOME INFLATION FIGHTERS IN YOUR PORTFOLIO

October 13, 2017

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

VTIP Chart

VTIP data by YCharts

Watch the related WEALTHTRACK episode.

WEB EXTRA: BHANSALI & FOSTER

October 13, 2017

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.

Watch the related WEALTHTRACK episode.

PREMIUM: BHANSALI & FOSTER

October 11, 2017

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

Explore This Episode

We have compiled additional information and content related to this episode.


RUPAL BHANSALI

ANDREW FOSTER

Consuelo MackNewsletter available soon.
Mathews Asia


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 Chart

DFWIX data by YCharts

BHANSALI: UNSUNG ASSET

    Cash

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


Johnson & Johnson (JNJ)
JNJ Chart

JNJ data by YCharts

GlaxoSmithKline PLC ADR (GSK)
GSK Chart

GSK data by YCharts

Infosys Ltd ADR (INFY)
INFY Chart

INFY data by YCharts

Microsoft Corp (MSFT)
MSFT Chart

MSFT data by YCharts

Gilead Sciences Inc (GILD)
GILD Chart

GILD data by YCharts

Roche Holding AG ADR (RHHBY)
RHHBY Chart

RHHBY data by YCharts

GlaxoSmithKline PLC ADR (GSK)
GSK Chart

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

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.

WATCH NOW…


NADEL & FOSTER: INVESTORS GO OVERSEAS FOR VALUE

“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.

WATCH NOW…


If the archive episodes do not appear here, please turn off, or whitelist this site, in your ad blocker extension.

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.

Back to Top