WealthTrack: Is the efficient market theory still valid?
Source: http://www.investmentpostcards.com/2009/10/19/wealthtrack-is-the-efficient-market-theory-still-valid/Posted on Monday, October 19th, 2009 | In Investing Lessons, Market Commentary
This week on WealthTrack, Consuelo Mack calls into question the long-dominant efficient market theory and explores what models should be used by investors to navigate the markets. She discusses this with two top fund managers, Jerry Senser, a former Morningstar Fund Manager of the Year and the lead portfolio manager for all of ICAP, including their MainStay ICAP Funds, and noted contrarian Robert Kleinschmidt, who manages the top-rated Tocqueville Fund. Also joining the conversation is Justin Fox, Time magazine’s economics columnist and author of “The Myth of the Rational Market”. As always with WealthTrack this is excellent viewing material.
Note: The transcript of this interview is not available yet, but will be posted here as soon as it arrives.
Source: Wealthtrack, October 16, 2009.
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Consuelo Mack, economics columnist, Investing Lessons, investment postcards, Jerry Senser, Justin Fox, lead portfolio manager, MainStay ICAP Funds, Manager of the Year, Manager of the Year and the lead portfolio manager, Market Commentary, Morningstar Fund, Robert Kleinschmidt, Tocqueville Fund
 About Prieur du Plessis (http://www.investmentpostcards.com)
Prieur du Plessis has 25 years’ experience in professional investment research and portfolio management. More than 1,000 of his articles on investment-related topics have been published in various regular newspaper, journal and Internet columns. He has also published a book, Financial Basics: Investment. Prieur is chief executive and principal shareholder of South African-based Plexus Asset Management, which he founded in 1995. The group conducts investment management, investment consulting, private equity and real estate activities in South Africa and other African countries. Plexus is the South African partner of John Mauldin, author of the Thoughts from the Frontline e-letter, and also has an exclusive licensing agreement with California-based Research Affiliates for managing and distributing its enhanced Fundamental IndexTM methodology in the Pan-African area. Prieur is 52 years old and lives with his wife, television producer and presenter Isabel Verwey, and two children in Cape Town, South Africa. His recreational activities include long-distance running, motor cycling, traveling and reading. |
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