In an episode of Wealthrack that aired in November, host Consuelo Mack interviewed Akre Capital Management founder Chuck Akre and partner John Neff about their firm’s stock picking strategy that has managed to outperform its passive rivals over the last ten years and attract assets amidst the broader exodus to passive investing. The firm’s Akre Focus Fund, launched 10 years ago, has generated an average annualized return of 17%, outperforming both the S&P 500 and… Read More
On a recent episode of WealthTrack, Consuelo Mack interviewed financial journalists Jason Zweig and James Grant regarding the lagging performance of value stocks and the pressure to move to passive investing. Here are some highlights: According to Zweig, “The real utility of a value investing framework is that it helps modulate your emotions as a value investor.” Grant argues that the current cycle is likely to end badly due to: (1) the corruption of accounting… Read More
In a recent WealthTrack interview with Consuelo Mack, top-ranked portfolio strategist and co-founder of Cornerstone Macro Francois Trahan shared his insights on market trends and where investors should be focusing their attention. Trahan argued that when leading market indicators start to “top out,” as they are currently, it presents a difficult backdrop for investors–although the environment still “feels great” in terms of GDP growth, employment, etc, investors begin to fear a downturn. He adds that… Read More
In a recent WealthTrack interview with Consuelo Mack, Evercore founder and top-ranked economist Ed Hyman and First Eagle’s Matthew McClennan share insights regarding the current level of global economic growth ten years into the post-financial crisis recovery. Hyman, U.S. small business optimism is surging, with Germany, Japan and China experiencing significant and accelerating growth. McClennan says, in large part, this is due to unusually stimulative monetary policy, noting that the ECB is not raising rates… Read More
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
While it appears that the 30 year bull market in bonds is ending, bond gurus Chris Ryon and Martin Fridson say that bonds and fixed income investments still have a place in investors’ portfolios.
Index funds have been all the rage in recent years, with their low fees and easy format appealing to many investors. But mutual fund manager David Winters says they have gotten too popular — and are creating a bubble similar to the “Nifty 50”.
Index funds have been all the rage in recent years, with their low fees and easy format appealing to many investors. But mutual fund manager David Winters says they have gotten too popular — and are creating a bubble similar to the “Nifty 50”.
If you are one of the many investors who want the companies in which you invest to return just about any excess cash to shareholders via dividends or stock buybacks, you probably haven’t been a fan of Tom Russo’s portfolio over the past quarter-century. And that is too bad for you.
If you are one of the many investors who want the companies in which you invest to return just about any excess cash to shareholders via dividends or stock buybacks, you probably haven’t been a fan of Tom Russo’s portfolio over the past quarter-century. And that is too bad for you.
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