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…
Tag: WealthTrack
Winters: Beware Index Fund "Mania"; Focus on Value
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…
Elite Fund Manager On Why You DON'T Want Dividends And Buybacks
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,…
Elite Fund Manager On Why You DON'T Want Dividends And Buybacks
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,…
Eveillard On Graham, Buffett, And Why Value Investing Isn't Just A Bottom-Up Approach Anymore
In a recent WealthTrack interview, legendary value investor Jean-Marie Eveillard talked about the difference between Benjamin Graham’s and Warren Buffett’s value philosophies, and explained where his own approach falls on…
Top Fund Manager de Lardemelle Using Cash As "Options On Tomorrow's Bargains"
Top fund manager Charles de Lardemelle isn’t finding much to buy in the stock market these days, holding about 30% of his two portfolios’ funds in cash. (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,…
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…
Swensen on Why Individual Investors Will Always Be at a Disadvantage
WealthTrack has released some previously unaired parts of Consuelo Mack’s May interview with Yale Chief Investment Officer David Swensen. In the clip below, Swensen discusses a variety of topics, including…
Market Opportunities, but Long U.S. Economic Recovery, Strategists Say
Three top market strategists — Francois Trahan of ISI Group, Dennis Stattman of the Blackrock Global Allocation Fund, and John Dorfman of Thunderstorm Capital — had some encouraging views on…