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 […]
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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.
SMEAD: INVESTMENT ROLE MODEL
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 […]
ZWEIG: WALL STREET SATIRE
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.
