Mohamed El-Erian, chief economic adviser at Allianz SE and chairman of President Barack Obama’s Global Development Council, offers six “rules” for investing during the current market volatility, an environment he…
Author: Validea
Investing During Market Volatility: El-Erian's Six Rules
Mohamed El-Erian, chief economic adviser at Allianz SE and chairman of President Barack Obama’s Global Development Council, offers six “rules” for investing during the current market volatility, an environment he…
Long-time Financial Sector Investor Chris Davis on Identifying the Best Opportunities
Chris Davis of The Davis Advisors, who currently manages the $14.3 billion Davis New York Venture founded by his father, thinks opportunities to invest in the financial sector are as…
Jack Bogle’s Personal Portfolio is “Simple,” Consists Entirely of U.S. Stocks and Bonds
Jack Bogle, founder of Vanguard Group, has maintained a very simple personal investment strategy for many years: 60% U.S. stocks, 40% U.S. bonds. Now age 84, he has recently shifted…
Focus on Long-Term Food Trends, Not Short-Term Factors, Reese Says
One of the keys to successful investing is knowing the difference between long-term trends and short-term disruptions. That’s what Validea CEO John Reese says, and he says investors who can…
Third Avenue Management’s Rewey Discusses His Value Approach
Robert “Chip” Rewey, who recently began to manage the Value and Small-Cap Value funds at Third Avenue Management, embraces an “intellectually honest investment style” by digging deep and avoiding the…
Betting on Oil: Recent Losses and Uncertain Prospects for Oil Bull
Andrew Hall, the manager of Astenbeck Capital Management LLC who gained public notoriety for receiving a $100 million settlement from Citigroup in 2008, continues to bet oil prices will rise.…
Top Manager Combines Quant Models with Nuanced Active Management to Find Opportunities
Vladimir de Vassal, co-manager of the Glenmede Large Cap Core and Glenmede Large Cap Growth, actively manages on the basis of data run through numerous models that he has developed…
Leading Investors See Need to Identify Specific Countries for Emerging Market Opportunities
Michael Hasenstab, manager of Franklin Templeton’s Templeton Global Bond Fund, says that some emerging markets present “not a once-a-decade, [but] a multi-decade opportunity to be buying very cheap assets.” He…
Low Returns Going Forward, Predicts Cliff Asness of Hedge Fund Behemoth ARQ
Clifford Asness, president and managing principle of AQR Capital Management, expects returns below the historical norm to be “the single largest factor out there we have to deal with.” He…