Tag: episode_1732

Dreifus: Build Focused Portfolios That Beat The Market

February 5, 2021

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TAKE SOME RISK OFF THE TABLE

February 5, 2021

TAKE SOME RISK OFF THE TABLE

  • Market Conditions Flashing Caution
  • Winning By Losing Less: A Tried And True Approach
  • Trim Some Of Your Most Elevated Holdings

Watch the related WEALTHTRACK episode.

DREIFUS: BEHAVIORAL PANDEMIC CHANGES

February 5, 2021

BEHAVIORAL PANDEMIC CHANGES

Working from home more will be a permanent effect of the pandemic experience for legendary investor Charlie Dreifus, but what about company visits, travel, colleague interactions? He discusses some of the behavioral changes he sees ahead.

Watch the related WEALTHTRACK episode.

ROYCE SPECIAL EQUITY FUND’S LEGENDARY CHARLIE DREIFUS EXPLAINS HIS “WINNING BY LOSING LESS” STRATEGY

February 5, 2021

One of the most notable characteristics of the last decade was the wide divergence in market performance. We have reported many times on the narrow group of superstars, mainly large-cap U.S. tech stocks and the much wider universe of laggards, value and small-cap stocks in particular. 
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