Salient to Investors: George Elliott at Naftilia Asset Management said: Investing in Russia after its 1998 currency crisis, in Argentina in 1992 after it defaulted on its debt, or in the S&P 500 Index in March 2009 at its lowest point in 13 years were the best investment opportunities over the past 20 years.
READ MORE... →Polen Growth Fund’s Dan Davidowitz and David Polen look for value stocks in companies with a huge competitive advantage in a growth business. Like very high-quality companies with exceptionally strong balance sheets, a ton of cash, virtually no debt, free cash flow far in excess of operating capital, at least 20 percent returns on capital that are
READ MORE... →Salient to Investors: Investment style of Fidelity Investments’ William Danoff. Meets as many as 1,000 companies a year, looks for best of breed. Looks for stocks to hold for five years, in companies taking market share, with a durable advantage. Tries to keep up with the return of the S&P 500 index in rising stock
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