Tag: WebExtra

HOUGAN: TRANSFORMATIONAL POTENTIAL

April 13, 2018

Fifteen years ago Matt Hougan recognized the transformative nature of Exchange Traded Funds (ETFs) and became an expert in the field. Looking for a new career challenge, he recently completed a search for an equally disruptive financial innovation with the potential for creating a better deal for individual investors. He describes his process of elimination.

Watch the related WEALTHTRACK episode.

HALLETT: INVESTMENT FROM THE HEART

April 6, 2018

Harding Loevner’s Simon Hallett is maniacal about the firm’s rigorous, disciplined and consistent approach to stock analysis in deciding which companies to invest in for the long term. However when it came to making a substantial personal investment in Plymouth Argyle, a professional English soccer team those rules did not apply.

Watch the related WEALTHTRACK episode.

GIROUX: FORTUITOUS CHOICE

March 30, 2018

FORTUITOUS CHOICE

Award-winning fund manager David Giroux has been at T. Rowe Price since graduating from Hillsdale College, a small, Midwestern liberal arts college in 1998.
It was a fortuitous choice for him and the firm.

Watch the related WEALTHTRACK episode.

CORTAZZO: VAULTING EFFECT

March 24, 2018

Award-winning financial advisor Mark Cortazzo started winning accolades as a youth in a completely different arena, but he says pole vaulting has affected both his professional and personal life.

Watch the related WEALTHTRACK episode.

ROYCE: RESTORING HISTORY

February 23, 2018

RESTORING HISTORY

Legendary investor Chuck Royce might specialize in small company stocks but in his extracurricular activities, he thinks big. A noted preservationist he has restored houses and hotels to their historic grandeur and more recently has taken on reviving entire towns.

Watch the related WEALTHTRACK episode.

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