Smart Money Circle

My guest today is John Suddeth, Founding Principal, at Naples Global Advisors with about $800 AUM. John is global fundamental investor and he does an excellent job explaining his process. John also shares 5 timeless metrics you can use to find undervalued stocks in just about any publicly traded market in the world!

My guest today is Joe Bozoyan, CFA & Portfolio Manager, at Manulife Investment Management with approximately $5.5B in assets under management. Joe tells you how to find income and gives you timeless lessons he's learned along the way... 

My guest today is Justin Carbonneau at Validea Capital Management who’s firm has managed up to $1 Billion in assets under management.

Validea runs strategies from the greatest investors in history. 

My guest today is David Clark, President, at Astoria Portfolio Advisors with $320 million in total assets. David tells you how to build a disciplined and balanced portfolio with ETFs.

Justin E. Deutsch, Portfolio Manager,  at Weybosset Research & Management with $250 million in assets under management. Justin is a long-term value investor that buys businesses, not stocks. He looks for the following criteria and likes buying sound businesses:

My guest today is Rick Manske, CEO, of Parsec Financial with approximately $2.7 billion in assets under management. He shares a lot of great timeless lessons and tells you the true driver of returns. This is a great interview packed with a lot of timeless advice. Rick also tells you how some people create risk by trying to avoid it and what to do about it.

Rick can be reached at:

ParsecFinancial.com

*Correction, Parsec Financial has $2.7 Billion in AUM at the time of this recording.

My guest today is Steven Grey, Manager Principal at Grey Value Management who has helped oversee nearly $1.5 billion over his career. Steve looks for extreme dislocations and shares how he generates Unmistakable Alpha (TM). 

Steven Grey

Contact Info:

561-328-9075

My guest today is Lauren Rich Fine, CFA & Partner at Gries Financial Partners with $650 million in assets under management. Lauren shares how she preserves and grows her client’s capital with proper asset allocation and incorporating alternative investments.

Lauren’s Contact Information:

My guest today is Carl H. Scholtz, CFA who is a Portfolio Manager at Scholtz & Company with approximately $250 million in assets under management. Carl shares his investment strategy and what he has learned from Yale to Wall Street and being a 5th generation investor.

Listen to the show and learn Carl’s criteria for finding 5-star companies! 

Website: www.scholtzandco.com

Email: [email protected]

Tel: 203.714.9900

Today's guest is Russ Piazza, President & CIO, at Front Street Capital Management with approximately $500 million in assets under management. Russ also manages the Tarkio Fund (Ticker: TARKX). Russ shares some great timeless investing advice from Benjamin Graham, Warren Buffett, and Phil Fisher. Russ tells you what he looks for and shares the best advice he has ever given or received on this show. 

Russ also tells you the difference between focusing on what you know and what you don't know. Then, he tells you to, "Never override what you do know with what you don’t know." This episode is packed with great information. 

Russ can be reached at: 

RIA Website: https://frontstreetcap.com/

Mutual Fund: https://tarkiofund.com/