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Daniel O’Keefe: Philosopher Turned Great Value Investor

You won’t want to miss WealthTrack’s rare interview with the 2013 and 2008 Morningstar International Stock Fund Manager of the Year! Portfolio Manager Daniel O’Keefe explains how his Artisan International Value and Artisan Global Value funds trounce the competition and the market in both bull and bear markets.

Video with Daniel O’Keefe and much more below


Royal Bank of Scotland Group PLC ADR (RBS) Price: $11.20 on 1/29/14 52-week range: $8.12 – $12.44

“… over the last five years, RBS has been going through a very painful revolution in terms of selling off the toxic assets, de-leveraging the balance sheet, getting the capital ratios better, narrowing the focus on the organization, and today we’re probably 80 to 90 percent through that process. There’s still a little bit more to go, but on the other side of this process, we think a very, very valuable franchise will become apparent through very strong earnings and very high return on equities.” – Daniel O’Keefe

How did Daniel O’Keefe, two time winner of Morningstar’s coveted fund manager of the year award or his management of Artisan International Value fund and Artisan Global Value fund explain starting out as a philosophy major?

Action point

Pay Attention to the Morningstar Manager of the Year Awards They identify skilled investors over multi-year periods in good and bad markets

Future Performance of Morningstar Fund Managers of the Year By a 3-1 margin winners (in top two quintiles of fund performance) outnumber losers (in bottom two quinitles of fund performance) in next 5 & 10 year periods

Stock mentions

Wal-Mart Stores Inc. (WMT)

Johnson & Johnson (JNJ)

Google Inc. (GOOG)

American Express Co (AXP)

Bank of New York Mellon Corp (BK)

ING Groep NV (ING)

Lloyds Banking Group PLC ADR (LYG)

Mastercard Incorporated (MA)