2014 Morningstar Investment Conference

What is cautious value investing?

Jun 18, 2014 @ 12:00 am

Runtime: 1:48

Risk-averse investors want gains, but fear losses even more. Chuck de Lardemelle of IVA Funds has a solution that emphasizes minmizing losses rather than maximizing gains. How much of your clients' portfolio should be allocated to this strategy?


What do you think?

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Highlights from the 2014 Morningstar Investment Conference, June 18-20 in Chicago.

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