With the stock market trading near record highs should investors adjust their portfolios? David Darst and Jay Kaplan say yes! David Darst is an independent investment consultant and Senior Advisor and member of the Global Investment Committee at Morgan Stanley. He is also the author of 11 books, including two on mastering the art of asset allocation. Jay Kaplan is portfolio manager of several funds run by small cap pioneer, The Royce Funds, which is known for its value orientation and high quality company focus. We’ll get their personal perspectives on market valuations.
David Darst is the author of several books such as; The Complete Bond Book, The Handbook of the Bond and Money Markets, The Art of Asset Allocation, Mastering the Art of Asset Allocation, Benjamin Graham on Investing, The Little Book that Saves Your Assets, The Little Book that STILL Saves Your Assets, Voyager 3: Fifty-four Phases of Feeling, Portfolio Investment Opportunities in Managed Futures, Portfolio Investment Opportunities in China, Portfolio Investment Opportunities in Precious Metals and Portfolio Investment Opportunities in India.
David Darst and Jay Kaplan on Portfolio Changes
David Einhorn Buys Three New Stocks: These Are The Names And Theses (Q3 Letter)
David Einhorn's Greenlight Capital funds returned 5.9% in the third quarter of 2020, compared to a gain of 8.9% for the S&P 500 in the same period. This year has been particularly challenging for value investors. Growth stocks have surged as value has struggled. For Greenlight, one of Wall Street's most established value-focused investment funds, Read More