Galapagos Partners Select Equity Fund will pursue capital
appreciation by investing in stocks and ETFs.
The subaccount pursues its objective of long - term capital
appreciation by investing in stocks of small companies that are undergoing positive changes.
Not exact matches
[01:10] Introduction [02:45] James welcomes Tony to the podcast [03:35] Tony's leap year birthday [04:15] Unshakeable delivers the specific facts you need to know [04:45] What James learned from Unshakeable [05:25] Most people panic when the
stock market drops [05:45] Getting rid of your fear of
investing [06:15] Last January was the worst opening, but it was a correction [06:45] You are losing money when you sell on corrections [06:55] Bear markets come every 5 years on average [07:10] The greatest opportunity for a millennial [07:40] Waiting for corrections to invest [08:05] Warren Buffet's advice for investors [08:55] If you miss the top 10 trading days a year... [09:25] Three different investor scenarios over a 20 year period [10:40] The best trading days come after the worst [11:45] Investing in the current world [12:05] What Clinton and Bush think of the current situation [12:45] The office is far bigger than the occupant [13:35] Information helps reduce fear [14:25] James's story of the billionaire upset over another's wealth [14:45] What money really is [15:05] The story of Adolphe Merkle [16:05] The story of Chuck Feeney [16:55] The importance of the right mindset [17:15] What fuels Tony [19:15] Find something you care about more than yourself [20:25] Make your mission to surround yourself with the right people [21:25] Suffering made Tony hungry for more [23:25] By feeding his mind, Tony found strength [24:15] Great ideas don't interrupt you, you have to pursue them [25:05] Never - ending hunger is what matters [25:25] Richard Branson is the epitome of hunger and drive [25:40] Hunger is the common denominator [26:30] What you can do starting right now [26:55] Success leaves clues [28:10] What it means to take massive action [28:30] Taking action commits you to following through [29:40] If you do nothing you'll learn nothing [30:20] There must be an emotional purpose behind what you're doing [30:40] How does Tony ignite creativity in his own life [32:00] «How is not as important as «why» [32:40] What and why unleash the psyche [33:25] Breaking the habit of focusing on «how» [35:50] Deep Practice [35:10] Your desired outcome will determine your action [36:00] The difference between «what» and «why» [37:00] Learning how to chunk and group [37:40] Don't mistake movement for achievement [38:30] Tony doesn't negotiate with his mind [39:30] Change your thoughts and change your biochemistry [40:00] The bad habit of being stressed [40:40] Beautiful and suffering states [41:50] The most important decision is to live in a beautiful state no matter what [42:40] Consciously decide to take yourself out of suffering [43:40] Focus on appreciation, joy and love [44:30] Step out of suffering and find the solution [45:00] Dealing with mercury poisoning [45:40] Tony's process for stepping out of suffering [46:10] Stop identifying with thoughts — they aren't yours [47:40] Trade your expectations for appreciation [50:00] The key to life — gratitude [51:40] What is freedom
investing [06:15] Last January was the worst opening, but it was a correction [06:45] You are losing money when you sell on corrections [06:55] Bear markets come every 5 years on average [07:10] The greatest opportunity for a millennial [07:40] Waiting for corrections to
invest [08:05] Warren Buffet's advice for investors [08:55] If you miss the top 10 trading days a year... [09:25] Three different investor scenarios over a 20 year period [10:40] The best trading days come after the worst [11:45]
Investing in the current world [12:05] What Clinton and Bush think of the current situation [12:45] The office is far bigger than the occupant [13:35] Information helps reduce fear [14:25] James's story of the billionaire upset over another's wealth [14:45] What money really is [15:05] The story of Adolphe Merkle [16:05] The story of Chuck Feeney [16:55] The importance of the right mindset [17:15] What fuels Tony [19:15] Find something you care about more than yourself [20:25] Make your mission to surround yourself with the right people [21:25] Suffering made Tony hungry for more [23:25] By feeding his mind, Tony found strength [24:15] Great ideas don't interrupt you, you have to pursue them [25:05] Never - ending hunger is what matters [25:25] Richard Branson is the epitome of hunger and drive [25:40] Hunger is the common denominator [26:30] What you can do starting right now [26:55] Success leaves clues [28:10] What it means to take massive action [28:30] Taking action commits you to following through [29:40] If you do nothing you'll learn nothing [30:20] There must be an emotional purpose behind what you're doing [30:40] How does Tony ignite creativity in his own life [32:00] «How is not as important as «why» [32:40] What and why unleash the psyche [33:25] Breaking the habit of focusing on «how» [35:50] Deep Practice [35:10] Your desired outcome will determine your action [36:00] The difference between «what» and «why» [37:00] Learning how to chunk and group [37:40] Don't mistake movement for achievement [38:30] Tony doesn't negotiate with his mind [39:30] Change your thoughts and change your biochemistry [40:00] The bad habit of being stressed [40:40] Beautiful and suffering states [41:50] The most important decision is to live in a beautiful state no matter what [42:40] Consciously decide to take yourself out of suffering [43:40] Focus on appreciation, joy and love [44:30] Step out of suffering and find the solution [45:00] Dealing with mercury poisoning [45:40] Tony's process for stepping out of suffering [46:10] Stop identifying with thoughts — they aren't yours [47:40] Trade your expectations for appreciation [50:00] The key to life — gratitude [51:40] What is freedom
Investing in the current world [12:05] What Clinton and Bush think of the current situation [12:45] The office is far bigger than the occupant [13:35] Information helps reduce fear [14:25] James's story of the billionaire upset over another's wealth [14:45] What money really is [15:05] The story of Adolphe Merkle [16:05] The story of Chuck Feeney [16:55] The importance of the right mindset [17:15] What fuels Tony [19:15] Find something you care about more than yourself [20:25] Make your mission to surround yourself with the right people [21:25] Suffering made Tony hungry for more [23:25]
By feeding his mind, Tony found strength [24:15] Great ideas don't interrupt you, you have to pursue them [25:05] Never - ending hunger is what matters [25:25] Richard Branson is the epitome of hunger and drive [25:40] Hunger is the common denominator [26:30] What you can do starting right now [26:55] Success leaves clues [28:10] What it means to take massive action [28:30] Taking action commits you to following through [29:40] If you do nothing you'll learn nothing [30:20] There must be an emotional purpose behind what you're doing [30:40] How does Tony ignite creativity
in his own life [32:00] «How is not as important as «why» [32:40] What and why unleash the psyche [33:25] Breaking the habit of focusing on «how» [35:50] Deep Practice [35:10] Your desired outcome will determine your action [36:00] The difference between «what» and «why» [37:00] Learning how to chunk and group [37:40] Don't mistake movement for achievement [38:30] Tony doesn't negotiate with his mind [39:30] Change your thoughts and change your biochemistry [40:00] The bad habit of being stressed [40:40] Beautiful and suffering states [41:50] The most important decision is to live
in a beautiful state no matter what [42:40] Consciously decide to take yourself out of suffering [43:40] Focus on
appreciation, joy and love [44:30] Step out of suffering and find the solution [45:00] Dealing with mercury poisoning [45:40] Tony's process for stepping out of suffering [46:10] Stop identifying with thoughts — they aren't yours [47:40] Trade your expectations for
appreciation [50:00] The key to life — gratitude [51:40] What is freedom for you?
«We follow a flexible, value - oriented investment philosophy seeking income and long - term capital
appreciation potential
by investing in dividend - paying
stocks, convertible securities and bonds.»
Oakmark Select is a non-diversified fund (about 20
stocks) that seeks long - term capital
appreciation by generally
investing in mid - and large - cap U.S. companies.
Seeks to provide long - term capital
appreciation by investing in a portfolio of small and mid cap
stocks.
Oakmark Select (OAKLX) is a non-diversified fund (about 20
stocks) that seeks long - term capital
appreciation by generally
investing in mid - and large - cap U.S. companies.
The fund seeks to maximize income, while maintaining prospects for capital
appreciation,
by investing in a diversified portfolio of
stocks and bonds.
The Fund seeks long - term capital
appreciation and, to a lesser extent, current income
by primarily
investing in common
stocks of U.S. companies.
Pinnacle Value seeks long - term capital
appreciation by investing in small - and micro-cap
stocks that it believes trade at a discount to underlying earnings power or asset values.
Trillium All Cap Fund will seek long term capital
appreciation by investing in an all - cap portfolio of «
stocks with high quality characteristics and strong environmental, social, and governance records.»
Aristotle Value Equity Fund will seek long - term capital
appreciation by investing mostly
in undervalued mid - and large - cap
stocks.
The Fund seeks to provide long - term capital
appreciation and current income
by investing in the
stocks and convertible securities of mid cap companies.
The Fund seeks to provide long - term capital
appreciation by primarily
investing in U.S. small cap, growth - oriented
stocks.
The Fund seeks to provide long - term capital
appreciation by primarily
investing in small to mid cap
stocks exhibiting growth and value characteristics.
The Fund seeks to provide long - term capital
appreciation by primarily
investing in U.S. small cap
stocks.
The Fund seeks to provide long - term capital
appreciation by investing primarily
in mid-cap
stocks.
Long - term capital
appreciation by investing in undervalued
stocks of non-U.S. issuers whose market cap generally exceeds $ 5B (USD) at time of purchase
The ValueShares US Quantitative Value (QVAL) strategy seeks long - term capital
appreciation by investing in a concentrated portfolio of 40 or so US exchange traded
stocks of larger capitalizations, which the adviser determines to be undervalued but possess strong economic moats and financial strength.
Moerus Worldwide Value pursues long term capital
appreciation, primarily
by investing in foreign and domestic common
stocks that it believes are deeply undervalued.
The fund seeks to maximize income, while maintaining prospects for capital
appreciation,
by investing in a diversified portfolio of
stocks and bonds.
ASTON / Fairpointe Focused Equity Fund will seek capital
appreciation by investing mostly
in domestic mid - to large - cap
stocks.
The adviser uses the following principal strategies:
investing primarily
in common
stocks, selected for their
appreciation potential;
investing in certain event driven situations; engaging, within prescribed limits,
in short sales of equity securities; varying its common
stock exposure
by hedging, primarily with the purchase or short sale of Standard & Poor's 500 Index futures contracts; and
investing all or any portion of its assets
in U.S. Treasury securities.
Intrepid International Fund will seek long - term capital
appreciation by investing in foreign
stocks but it is,
by prospectus, bound to
invest only 40 % of its portfolio overseas.
Panther Small Cap Fund will seek long - term capital
appreciation by investing 80 %
in small cap
stocks, though they allow that the other 20 % might go to «micro, mid or large capitalization
stocks,
stocks of foreign issuers, American depository receipts («ADRs»), U.S. government securities and exchange - traded funds.»
Davenport Small Cap Focus Fund will seek long - term capital
appreciation by investing in a combination of small cap
stocks and ETFs focusing on such
stocks.
Mirae Asset Emerging Bluechip Fund is an equity mid-cap fund geared to generate income and capital
appreciation from a diversified portfolio that mainly
invests in Indian equity related securities of companies that do not belong to the top 100
stocks by market capitalization, and have market capitalization of a minimum Rs. 100 crores at the time of investment.
Seeks maximum capital
appreciation primarily
by investing in stocks the subadviser considers to be undervalued.
The OCM Gold Fund seeks long - term capital
appreciation by investing primarily
in common
stocks of gold and silver mining companies.
Available to U.S. investors, the fund seeks both current income and capital
appreciation by investing in global
stocks and bonds.
Achieves capital
appreciation by investing in a diversified basket of mid cap
stocks and large cap
stocks.