Legendary small-cap value manager Charlie Dreifus shares some invaluable investment advice he received from mentors early in his career.
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CORTAZZO: PROFESSIONAL LEAP
rd-winning investment advisor and amateur pole vaulting champion Mark Cortazzo made a major professional leap in 2021. After running his own wealth management firm, MACRO Consulting, for 30 years, he decided to merge with another much larger firm, the Wealth Enhancement Group. We asked him about that decision.
HORROCKS: BEYOND ASIA
Matthews Asia was one of the first U.S. mutual fund firms to specialize solely in Asia. Three decades later, it has branched out to other emerging markets as well. Chief Investment Officer Robert Horrocks explains how Asia’s investment success made expansion a necessity.
KETTERER: SYSTEMATIC ESG OUTPERFORMANCE
Before it was called ESG, Causeway Capital was paying attention to the environmental, social, and governance practices of companies. Co-founder and CEO Sarah Ketterer explains why it’s always been important and how the ESG movement has helped the firm systematize its approach to the benefit of performance.
ROSENBERG: LEARNING CURVE
Having spent years as a top-ranked economist at Merrill Lynch, Dave Rosenberg relocated to his hometown of Toronto, Canada over a decade ago, first at asset management firm, Gluskin Sheff then setting up his own firm Rosenberg Research in 2020. He talks about the difference the move has made in his professional views.
HOUGAN: NFTs (NON-FUNGIBLE TOKENS) POTENTIAL
Cryptocurrency expert Matt Hougan says that NFTs, and non-fungible tokens are misunderstood and they should be taken seriously.
