NEW ADDITION Great Value investor Tom Russo recently added a new Senior Research Analyst to his firm’s team, who happens to be his son Christopher. As is his custom Russo introduced him in a recent letter to investors. Watch the related WEALTHTRACK episode.
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BROWNE & SPEARS: MARATHON INVESTORS
BROWNE & SPEARS: MARATHON INVESTORS “It’s a marathon, not a sprint” describes the investment time horizon of Tweedy, Browne’s senior portfolio managers William Browne and John Spears. How have these top-ranked fund managers stayed fresh since starting their investment careers in the 1970’s? They have one response. Watch the related WEALTHTRACK episode.
YOCKEY: HISTORICAL FICTION
HISTORICAL FICTION A history buff, Mark Yockey is a huge fan of Winston Churchill and a student of the entire World War II period. Among his favorite books are spy novels set in that era. Watch the related WEALTHTRACK episode.
CORTAZZO: MENTORING BENEFITS
MENTORING BENEFITS Certified Financial Planner, Mark Cortazzo launched his wealth advisory firm, MACRO Consulting in 1992 with a couple of employees and around $20 million in assets under management. Since then this multiyear Barron’s Top Advisor firm has expanded to more than 20 employees with approximately $800 million in assets. A key component of the […]
LIPSKY & SARGEN: FED UNDER PRESSURE
FED UNDER PRESSURE One of President Trump’s many targets for criticism is the Federal Reserve. The White House wants the Fed to cut interest rates to stimulate the economy. Economic thought leaders, John Lipsky, and Nick Sargen weigh in on the administration’s very public lobbying effort. Watch the related WEALTHTRACK episode.
WARD: MODERN PERSPECTIVE
MODERN PERSPECTIVE A common piece of advice is “never do business with friends or family,” the belief being such relationships are problematical from the start. Such is not the case with veteran money manager Howard Ward whose son is now Associate Portfolio Manager of the GAMCO Growth Fund with boss, Mario Gabelli’s blessing. Watch the […]
