Tag: episode_1601

LOOK FOR FIRMS WHERE MANAGERS INVEST CONSIDERABLE SUMS ALONGSIDE SHAREHOLDERS

July 5, 2019
LOOK FOR FIRMS WHERE MANAGERS INVEST CONSIDERABLE SUMS ALONGSIDE SHAREHOLDERS

  • How much money portfolio managers have invested in their own funds is a key criteria used to judge funds
  • Significant “skin in the game” is seen as important indicator of management commitment & responsibility
  • SEC requires disclosure of managers’ investments in funds they manage

Information available:

  • – Mutual fund’s Statement of Additional Information in prospectus
  • – SEC’s electronic data gathering, analysis, and retrieval database (EDGAR)

Watch the related WEALTHTRACK episode.

MCLEMORE: INVESTMENT WISDOM

July 5, 2019

MCLEMORE: INVESTMENT WISDOM

Miller Opportunity Trust’s Co-Portfolio Manager Samantha McLemore has been trained by legendary value investor Bill Miller since graduating from college. We asked her to recommend some of her favorite outside sources of investment wisdom.

Watch the related WEALTHTRACK episode.

MILLER: BIG CRYPTOCURRENCY DEAL

July 5, 2019

MILLER: BIG CRYPTOCURRENCY DEAL

How significant is Facebook’s plans to introduce a cryptocurrency called Libra? Legendary value investor Bill Miller, an early investor in Bitcoin says it’s a big deal.

Watch the related WEALTHTRACK episode.

MARKET BEATING VALUE INVESTORS: THE NEXT GENERATION

July 5, 2019

Consuelo Mack WEALTHTRACK launches a new season with its “Next Generation Investors” series featuring an exclusive interview with legendary value investor Bill Miller, and Samantha McLemore, his Co-Portfolio Manager on the Miller Opportunity Trust fund.
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