On this week’s WealthTrack, Consuelo Mack interviews two investors of the Ben Graham and Warren Buffett school of value investing. Chris Davis shares three generations of investment lessons he is applying at the Davis Funds. Also on the show, Wintergreen Fund’s David Winters explains his market and peer beating global strategies.
In Canada, David Winters manages CIBC Asset Management's Renaissance Global Markets Fund, Renaissance Canadian Core Value Fund, and the Renaissance Optimal Global Equity Portfolio.
Both managers feel it is the wrong time to flee stocks. But Could Europe not drag the U.S. economy into recession and negatively impact company earnings? Click below to find the answers.
Source: Wealthtrack, December 16, 2011.
