Tag: episode_1633

Non-consensus Value Investing With Ariel Investments’ Rupal Bhansali

February 15, 2020

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GIVE YOUR PORTFOLIO A NON-CONSENSUS INVESTING REVIEW

February 15, 2020

GIVE YOUR PORTFOLIO A NON-CONSENSUS INVESTING REVIEW

  • Where Most Vulnerable To Declines: Highest Risk Areas = Most Appreciation With Lagging Fundamentals
  • Appreciation Vs. Fundamentals (2019 Performance)
    S&P 500 +29% capital appreciation
    S&P 500 +2% earnings per share

Watch the related WEALTHTRACK episode.

BHANSALI: NON-CONSENSUS INVESTMENT EDUCATION

February 15, 2020

NON-CONSENSUS INVESTMENT EDUCATION

Global value investor Rupal Bhansali explains her two strong motivations for writing Non-Consensus Investing…

Watch the related WEALTHTRACK episode.

NON-CONSENSUS VALUE INVESTING WITH ARIEL INVESTMENTS’ RUPAL BHANSALI

February 14, 2020

In the current market cycle dating from 2009 coming out of the great financial crisis:

  • Equities dominated bonds and commodities
  • The U.S. trumped international
  • Growth outpaced value
  • And large U.S. tech companies dominated just about every sector and security

As in previous bull market periods, money flows to the best performers and flees the laggards. This record-setting U.S. bull market has also accentuated the attraction of index investing, as mutual funds and ETFs based on the S&P 500, in particular, have been among the decade’s stars.
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