Tag: WebExtra

SMEAD: INVESTMENT ROLE MODEL

December 18, 2015

Top performing large cap fund manager, William Smead owns a concentrated portfolio of high quality stocks which he hardly ever trades in his five star rated Smead Value Investor Fund.
One of his top five holdings is Berkshire Hathaway Class B stock and not surprisingly he says Warren Buffett is his role model.

Watch the related WEALTHTRACK episode.

ZWEIG: WALL STREET SATIRE

November 20, 2015

WALL STREET SATIRE

The Wall Street Journal’s” Intelligent Investor” columnist, Jason Zweig, reached back more than a hundred years for a model for his latest book, The Devil’s Financial Dictionary. Why did he choose the now little known satirist Ambrose Bierce to emulate?

Watch the related WEALTHTRACK episode.

BHANSALI & HARTCH

November 13, 2015

BHANSALI: CONTRARIAN CHOICE

Ariel Investments’ Rupal Bhansali was a successful contrarian investor long before launching her top performing Ariel International Fund and Ariel Global Fund in late 2011.  Her deep value approach started early.

HARTCH: PARTNERSHIP ADVANTAGE

Nearly two hundred year old Brown Brothers Harriman is one of the oldest firms on Wall Street and one of the few remaining partnerships, having opted to stay private when most of its competitors went public. We asked partner and portfolio manager Tim Hartch what difference that structure makes to his role as a money manager.

Watch the related WEALTHTRACK episode.

MCMAHON: DUAL DISCIPLINES

November 6, 2015

Thornburg Investment Management’s Chief Investment Officer Brian McMahon invests in both stocks and bonds in his Thornburg Investment Income Builder Fund, as he has throughout his career. I asked him about the relationship between stock and bond investing.

Watch the related WEALTHTRACK episode.

MCLENNAN: EDUCATIONAL INVESTMENT

October 30, 2015

EDUCATIONAL INVESTMENT

First Eagle Funds’ Matt McLennan has an incredibly packed schedule heading up the firm’s Global Value team and co-managing four mutual funds for the firm including its flagship First Eagle Global Fund, but he has made a point of devoting much of his free time to educational institutions. We asked him why.

Watch the related WEALTHTRACK episode.

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