PREMIUM: STATTMAN

GLOBAL FLEXIBILITY

Great investor Dennis Stattman recently retired from running the award-winning BlackRock Global Allocation Fund after launching it nearly 30 years ago. He’ll share his investment lessons learned and how to apply them now.

WEALTHTRACK Episode #1420; Originally Broadcast on November 03, 2017

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DENNIS STATTMAN

• Co-Founder and Lead Portfolio Manager (Retired),
• BlackRock Global Allocation Fund 

Newsletter available soon.

DON’T THROW OUT THE BABY WITH THE BATHWATER,

IN THIS CASE MORNINGSTAR’S WIDELY USED FIVE- STAR RATING SYSTEM FOR MUTUAL FUNDS.

No Bookshelf titles this week.

STATTMAN: DIVERSIFIED GLOBAL PORTFOLIO

• Japanese equities: still a good opportunity
• Emerging market equities: reasonably priced growth

No stock mentions in this episode.

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Dennis Stattman from the WEALTHTRACK archives:

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THE RIGHT TIME

Nearly three decades after co-founding and running the multi-billion dollar BlackRock Global Allocation Fund Dennis Stattman got his team in place and retired, with no regrets.