In his job overseeing Morningstar’s mutual fund research over the years, Russ Kinnel has met the giants in the industry. One person who stands out as the most inspiring is Vanguard’s founder John “Jack” Bogle.
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LIPPERT: IN THE GAME
Michael Lippert talks about what he loves most about his job and its constant intellectual challenges, especially in the new AI age.
O’REILLY: RECHARGING BATTERIES
Running the world’s largest mutual fund requires non-stop oversight and trading every work day for Portfolio Manager Gerry O’Reilly and his team at Vanguard’s Total Stock Market Index Fund. He shares his daily routine to recharge his batteries.
WHITE: INVESTMENT LEGEND INFLUENCE
What’s it like to work with Great Investor Jeremy Grantham? Lucas White describes the experience.
ROYCE: LOVE OF INVESTING
Why is Chuck Royce’s love of investing undiminished after managing the Pennsylvania Mutual Fund for 51 years? Watch the related WEALTHTRACK episode.
GRANTHAM: CLIMATE CHANGE INNOVATION
75% of Jeremy Grantham’s family foundation, the Grantham Foundation is invested in venture capital start ups with the potential to mitigate, if not reverse climate change. I asked him which developments he is most excited about.
