PREMIUM: CHUCK DE LARDEMELLE

GOLDEN PROTECTION

This week’s guest is known for assiduously avoiding market risk. He is a global value manager, Chuck de Lardemelle, a founding partner of International Value Advisers, known as IVA, which he and his partner launched in the depths of the financial crisis in 2008.
De Lardemelle is a co-portfolio manager of their two mutual funds IVA Worldwide and IVA International. Although both funds lag their benchmarks in bull markets they protect in declines and have thus earned Morningstar’s Silver Medalist analyst rating for their “cautious, patient strategy” making them “a valid long-term choice for wary investors.”
IVA describes its strategy as “winning by not losing and looking to assess risk and try to avoid it wherever possible…”

WEALTHTRACK Episode #1612; Originally Broadcast on September 20, 2019

[learn_more caption=”CLICK HERE TO LEARN MORE”] How to explain the massive global outperformance of U.S. companies’ profitability and stocks over the last decade? GMO’s Head of Asset Allocation, Ben Inker dug deep and found some surprising answers in his “2Q 2019 GMO Quarterly Letter.”

[/learn_more]

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CHARLES “CHUCK” DE LARDEMELLE

• Founding Partner, Portfolio Manager,
• Linked_Affiliation

Newsletter available soon.

OWN SOME GOLD AS A HEDGE AGAINST MARKET, ECONOMIC AND CURRENCY DECLINES
THE CASE FOR GOLD

• Protected investors during every bear market but one over the last 50 years
• Anytime markets were in a bear market, gold prices were rising
• World economies are slowing
• Central banks are stimulating
• Corporate and government debt at record levels

No Bookshelf titles this week.

RECESSION PROTECTION

• Own Berkshire Hathaway- can grow value during recessions
• Own gold bullion – historically rises in recessions<

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• Antofagasta PLC (ANTO:LN)
• Alphabet Inc A (GOOGL)
• Oracle Corporation (ORCL)
• Mastercard Inc (MA)
• Nestle SA (NSRGF)
• Bayerische Motoren Werke AG (BAMXF)
• Samsung Electronics Co Ltd (SSNLF)
• LKQ Corporation (LKQ)
• Berkshire Hathaway Inc B (BRK.B)

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OPEN MIND

The ability to change one’s mind is key to investment success says IVA Advisers Chuck de Lardemelle.