The Winning Investment Strategy A Top Value Manager Doesn’t Want You To Use

For nearly two decades, top value investor and columnist John Dorfman has been tracking a purely quantitative “robot portfolio” that has beaten the S&P 500 by about 12 percentage points per year. His advice: Don’t use it. In an interview with Wealth Track’s Consuelo Mack, Dorfman talks about why his robot approach isn’t suitable for the vast majority of investors. The strategy takes all stocks with market capitalizations of at least $500 million, eliminates those… Read More

Berkowitz Still Likes Those Unloved Financials

Bruce Berkowitz’s Fairholme fund got some bad news recently after a court ruling hit Fannie Mae and Freddie Mac hard. But over the long term, Berkowitz’s track record is impeccable, and in a recent interview with WealthTrack, he talked about the process that led him to go big into financial stocks amid the 2008-2009 financial crisis.

Leuthold Looks To Inflation Hedges

Strategist Steven Leuthold thinks inflation fears are likely to hit sometime in the coming year, and he is positioning his portfolio with some inflation hedging investments. Leuthold tells WealthTrack’s Consuelo Mack that he has been looking to gold and commodities as an inflation hedge. He also says that, with stock market gains having far outpaced corporate profit growth over the past year or so, he thinks a correction is likely.