Meet the Portfolio Manager
Archived Portfolio Manager Webcasts Tuesday, December 11, 2007 4:00-4:45 p.m. Eastern Time (1:00-1:45 p.m. PST) Guest:…
Archived Portfolio Manager Webcasts
Tuesday, December 11, 2007
4:00-4:45 p.m. Eastern Time (1:00-1:45 p.m. PST)
Guest: Bruce Berkowitz, Fairholme Capital Management LLC
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Listen in as our editors talk to Mr. Berkowitz about his outlook for the economy, stock selection criteria, portfolio construction formula, favorite stocks and more.
Bruce Berkowitz is president of Fairholme Capital Management LLC and manager of the $4.6 billion Fairholme Fund. He has recently been named a contender to win the Morningstar Mutual Fund Manager of the Year award in the Domestic-Stock Manager category.
Tuesday, September 18, 2007
4:00-4:45 p.m. Eastern Time (1:00-1:45 p.m. PST)
Guest: Alex Motola, Thornburg Core Growth Fund
Alex Motola has managed the five-star Thornburg Core Growth Fund (THCGX) since January 2001. The fund has $1.2 billion in assets, and was up 10.8% year-to-date through mid-June. Its five-year average return is 19.59%. Alex Motola also co-manages the Thornburg International Growth Fund (TIGAX), which was launched in February.
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Tuesday, August 21, 2007
4:00-4:45 p.m. Eastern Time (1:00-1:45 p.m. PST)
Guests: Bradley Kane and Maxwell E. Bublitz, SCM Advisors LLC
Bradley Kane is a fixed-income portfolio manager at SCM Advisors LLC in San Francisco, where his primary focus is bank loans.
Maxwell E. Bublitz, chief strategist at SCM Advisors LLC, focuses on economic analysis, mortgage-backed securities and structured securities.
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