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 […]
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MCMAHON: DUAL DISCIPLINES
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
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 […]
HARTNETT: INEQUALITY RESPONSE
INEQUALITY RESPONSE Michael Hartnett and his team at Bank of America Merrill Lynch Global Research have identified several investment themes that are transforming the world. Some, such as the unprecedented aging of populations around the world and disruptive technologies such as the internet are well known. But there is one, not yet widely covered, that […]
BICKFORD: HELPING HAND
HELPING HAND Evercore Wealth Management, Partner and Wealth Advisor Jewelle Bickford devotes much of her free time to supporting charitable organizations involved with helping women in developing countries. It’s a passion that originated from her experiences as a child. Watch the related WEALTHTRACK episode.
TRENNERT: DEFENSE OF WALL STREET
DEFENSE OF WALL STREET Strategas Research Partners’ co-founder and Chief Investment Strategist Jason Trennert has spent his entire career on Wall Street. In addition to his widely followed research and strategy work he is also known for his insightful, thoughtful and sometimes irreverent observations about the Street and its characters. What was the motivation for […]
