WEALTHTRACK

Mark Yockey, founding partner of Artisan Partners Global Equity Team, shares his insights on the booming international investment landscape. He highlights how improved corporate management overseas has expanded opportunities, contrasting it with the shrinking number of U.S. companies. Yockey discusses the impact of technology on research, the caution needed with private equity, and the importance of investing in quality firms. He emphasizes finding success through contrarian bets, like investing in Greek banks, and recommends National Grid for energy transition exposure.

David Nadel, lead portfolio manager of the Invesco International Small Mid Company Fund, dives into the overlooked realm of international small- and mid-cap stocks. He reveals how these stocks offer superior profitability and stability compared to U.S. counterparts. Nadel explains why foreign SMIDs are of higher quality and discusses factors like home bias for U.S. investors. He shares examples of global leaders like Carl Zeiss Meditech and highlights sectors like healthcare and IT consulting, emphasizing the benefits of compounding and dividends as strategic investment tools.

Mark Yockey, an experienced international equity portfolio manager and founding manager of the Artisan International Fund, shares insights on the promising comeback of overseas markets after years of U.S. dominance. He highlights undervalued growth stocks, emphasizing key sectors like defense and aerospace, and discusses the resurgence of European and Asian banks. Yockey also dives into global electrification opportunities and provides a thoughtful take on cryptocurrencies and consumer staples. His long-term pick, National Grid, stands out in a shifting investment landscape.

William Green, bestselling author of "Richer, Wiser, Happier," shares insights from the world’s most successful investors. He discusses the emotional awareness and adaptable mindsets needed to navigate market volatility. Green emphasizes the 'art of subtraction,' advocating for focused lifestyles to enhance decision-making. Integrity in investing is a key theme, highlighting the importance of ethical practices and personal relationships. Valuable research resources, like Buffett’s letters, are recommended for strategic decision-making.

Financial legend Charlie Munger praised William Green’s “Richer, Wiser, Happier” as “one of the best investment books ever written.” In it, Green distills the shared qualities of more than 40 great investors he has interviewed over the years.

Jamie Hopkins, an award-winning certified financial planner and Chief Wealth Officer at WSFS, sheds light on the significant risks of digital asset management in retirement planning. He highlights that digital assets can average around $190,000 for Americans and discusses how improper management can lead to substantial risks, including digital theft. Hopkins also emphasizes the importance of integrating these assets into estate planning and shares strategies for enhancing security and preventing identity theft, while tackling recent tax legislation changes that could impact retirement savings.

John Spears, Managing Director at Tweedy, Browne, shares insights into their new ETF focused on undervalued companies linked to insider buying. He explains how insider purchases serve as indicators of future excess returns, supported by empirical research. The discussion includes the ETF’s practical implementation, highlighting a unique scoring approach and investment strategies. Spears also addresses the current market landscape, suggesting that investors consider international opportunities for better value, following Benjamin Graham’s timeless wisdom.

Tom Russo, managing member and chairman of Gardner, Russo & Quinn, dives into what it takes to join Semper Vic Partners’ exclusive portfolio. He shares insights on the critical attributes shared by successful global brand-name companies. Russo discusses navigating the future of Berkshire Hathaway post-Buffett, emphasizing long-term investment strategies and the resilience of family-controlled businesses. He also highlights the importance of curiosity and continuous learning in value investing, encouraging investors to engage with their community for better insights.

Join Tom Russo, managing member and chairman at Gardner, Russo & Quinn, as he tackles macro challenges for global brands. He discusses the resilience of consumer loyalty amid turbulent times. Russo highlights how shifts in international relations impact investment strategies and the dollar's reserve status. He emphasizes agility in response to U.S. policy changes and the growth potential of companies like Heineken. Lastly, he shares the vital role of integrity and character in making solid investment decisions.

Sarah Ketterer, CEO of Causeway Capital Management, delves into the emerging investment opportunities in Europe. She discusses how U.S. trade policies are unexpectedly fostering growth in Europe, particularly in Germany and the pharmaceutical sector. Ketterer highlights the rising defense budgets that signal an optimistic financial landscape. She also emphasizes the importance of disciplined diversification in investment strategies, providing insights on managing risks effectively while steering clear of over-diversification pitfalls.