In a WEALTHTRACK exclusive, Great Investor, Charles Royce “Chuck” , warns us not to read too much into recent super-sized stock returns, particularly off the 2009 market lows. He predicts quality companies will once again lead over speculative ones and active managers to overtake passive index strategies. This small cap pioneer, for one, has been doing that for decades.

Charles Royce video clips embedded below

“Chuck”

Action Point

Buy Some Unloved Sectors Of The Market

UNLOVED vs. LOVED RETURNS

  • Annualized returns past 20 years over 3-year holding periods
  • Unloved Funds 10.4%
  • Loved Funds 6.4%

Source: Morningstar

“Unloved” Categories 2013:

  • Large-growth funds
  • Commodity funds
  • Precious metals funds

Kinnel’s “Unloved” Picks

  • Primecap Odyssey Growth (POGRX)
  • Harbor Commodity Real Return Strategy (HACMX)
  • Oppenheimer Gold & Special Minerals (OPGSX)

ROYCE: GO ACTIVE

Pick an active manager with a great long-term record

Chuck Royce: Trading And Restoring

With more than fifty years of investing and trading under his belt Chuck Royce has a different take on the allegation that high-frequency trading means the market is rigged. Plus this renaissance man explains his personal passion for restoring historic buildings, including Ocean House in Watch Hill, Rhode Island the site of a recent WEALTHTRACK taping.