VALUABLE WORK What are the optimum conditions that enable value manager, Wally Weitz to find his best investment ideas? The Weitz Funds’ founder and Chief Investment Officer says it starts with being an introvert. Watch the related WEALTHTRACK episode.
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NADEL: MENTAL FITNESS
MENTAL FITNESS The Royce Funds’ David Nadel has to deal with turmoil and volatility in both domestic and international markets as the firm’s Director of International Research and portfolio manager of two funds, the Royce International Premier fund, 2015’s top performing foreign fund and the Royce European Small-Cap fund, its category winner. We asked him […]
MUNICIPAL MANAGEMENT STYLE
Award winning municipal bond fund manager Bob DiMella runs several 5-star rated funds including MainStay New York Tax-Free Opportunities Fund and MainStay California Tax-Free Opportunities Fund. His work analyzing state finances gives him an inside view of how well different governors manage. Two states stand out, one positive and one negative. Both have governors with […]
Kleinschmidt: Exclusive Strategy
ELECTION BONUS? In this week’s exclusive interview with Tocqueville Fund’s veteran value investor, Robert Kleinschmidt he once again takes a contrarian view, this time on the investment impact of the presidential election. Watch the related WEALTHTRACK episode.
INVESTMENT REALITY
John Dorfman started out his professional career as a journalist, with successful stints at publications including The Wall Street Journal and Forbes, before making the switch to money management, joining legendary value investor David Dreman and then founding his own firm, Dorfman Value Investments. He describes the biggest difference between financial reporting and actual investing. […]
STATTMAN: GLOBAL IMPERATIVE
STATTMAN: GLOBAL IMPERATIVE Dennis Stattman has been managing the BlackRock Global Allocation Fund since its inception in 1989 when there were far fewer funds investing in multiple asset classes around the world. We asked him about the importance of being global. Watch the related WEALTHTRACK episode.