Small Cap value investor, Charlie Dreifus on why value has been badly lagging growth.
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DE-RISK AT LEAST A PORTION OF YOUR PORTFOLIO
DE-RISK AT LEAST A PORTION OF YOUR PORTFOLIO Review your portfolio Faster growing but lesser quality stocks are usually more vulnerable in a market correction Bond issues graded less than investment grade can be as volatile as stocks De-risking can hurt performance in bull markets but can cushion losses in bear markets Watch the related […]
Veteran Small Cap Value Manager Charlie Dreifus Is Sticking With His Contrarian Risk Averse Approach
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DREIFUS: PRINCIPLED ACCOUNTING
PRINCIPLED ACCOUNTING Royce Special Equity Fund’s legendary value manager Charlie Dreifus is known for his deep dive accounting, going through company finances with a fine tooth comb to identify financial weaknesses and strengths. It’s a skill and passion he learned from his mentor, award-winning accounting professor Abraham “Abe” Briloff, a renowned forensic accountant known for […]