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Equity-Like Returns With Less Than Stock Market Risk

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Manage episode 292594577 series 1414536
Content provided by Consuelo Mack. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Consuelo Mack or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

“Jack be nimble Jack be quick” isn't a concept one usually associates with long-term value investors but sometimes extraordinary times call for exceptional responses. The first quarter of 2020 was one such event for this week’s guest.

Steven Romick, who has appeared on WEALTHTRACK since our launch in 2005 rarely does television interviews which is one of the many reasons we are delighted to have him with us this week. For those of you not familiar with him, he is Co-Portfolio Manager of the FPA Crescent Fund which he founded in 1993 and ran for many years before bringing on his current team. Since its inception this go anywhere, invest in anything balanced fund has delivered better than 10% annualized returns besting the stock market and its balanced portfolio benchmarks by substantial margins.

WEALTHTRACK #1746 broadcast on May 14, 2021

More Info: https://wealthtrack.com/great-investor-steven-romick-loaded-up-on-unloved-stocks-during-2020-sell-off-whats-his-plan-now/

--- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

  continue reading

334 episodes

Artwork
iconShare
 
Manage episode 292594577 series 1414536
Content provided by Consuelo Mack. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Consuelo Mack or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

“Jack be nimble Jack be quick” isn't a concept one usually associates with long-term value investors but sometimes extraordinary times call for exceptional responses. The first quarter of 2020 was one such event for this week’s guest.

Steven Romick, who has appeared on WEALTHTRACK since our launch in 2005 rarely does television interviews which is one of the many reasons we are delighted to have him with us this week. For those of you not familiar with him, he is Co-Portfolio Manager of the FPA Crescent Fund which he founded in 1993 and ran for many years before bringing on his current team. Since its inception this go anywhere, invest in anything balanced fund has delivered better than 10% annualized returns besting the stock market and its balanced portfolio benchmarks by substantial margins.

WEALTHTRACK #1746 broadcast on May 14, 2021

More Info: https://wealthtrack.com/great-investor-steven-romick-loaded-up-on-unloved-stocks-during-2020-sell-off-whats-his-plan-now/

--- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

  continue reading

334 episodes

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