The “Art of Successful Investing” with Schafer, Gundlach, Ketterer (Part II)

 In the second part of our highlight of Barron’s “Art of Successful Investing” conference, we find a number of interesting investment themes, predictions and new ideas from top investing experts. Oscar Schafer, manager of the hedge fund O.S.S. Capital Management (which he has since announced will close), noted “we run a concentrated portfolio, with just 12 to 15 long positions and 15 to 20 short positions.” He identifies several lesser-known companies with significant potential for… Read More

Barron’s 2009 Roundtable Summary: Experts See Uncertain Times Ahead

This is the first of three Barron’s Roundtable articles featuring some of the best and brightest in the investment industry. In general, these experts see more uncertainty in 2009, but think there are ample opportunities for good stock-picking strategies. Writes Barron’s Lauren R. Rublen, “The [roundtable] was rife with history lessons and warnings — and optimism, too, that those who find bargains amid the rubble will reap rich rewards. Or, as [panelist] Meryl Witmer nicely… Read More