Top strategist Bob Rodriguez of FPA Capital — one of the few to warn about the 2008 financial crisis in advance — says the window the U.S. has to confront its debt issues and avoid a Europe-esque crisis is narrowing. In a speech given at an Institute for Private Investors gathering last week, Rodriguez said [...]
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Tag Archives: Bob Rodriguez
Rodriguez: No Time to Lose on Fiscal Reforms
February 18, 2011
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Top fund manager Bob Rodriguez of First Pacific Advisors says the U.S. needs to get is financial house in order — and soon. “We need significant fundamental reductions in expenditures at the Federal level this year because they’re not going to happen in 2012, which is an election year,” Rodriguez, back from his year-long sabbatical, [...]
Read moreInside Rodriguez’s Approach
December 4, 2009
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A new Bloomberg article takes a look at First Pacific Advisors’ Bob Rodriguez, offering some insights into the strategy of the fund manager whose 15% average annual return over the past 25 years ranks #1 among diversified U.S. equity funds (according to Morningstar). Among the key parts of Rodriguez’s strategy, writes Bloomberg’s Charles Stein: He [...]
Read moreBuffett, Whitman, Grantham & Others Weigh In
October 26, 2009
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Kiplinger’s recently asked six top strategists to give their take on investing and where the markets are headed from here. A sampling of the responses: Warren Buffett: While he says he has no idea where stocks will head in the short term, Buffett says that “over a ten-year period you will do considerably better owning [...]
Read moreRodriguez on What to Do Now — and The Next Crisis
July 16, 2009
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In a recent interview with WealthTrack’s Consuelo Mack, First Pacific Advisors’ Bob Rodriguez talks about his current market outlook and strategy, why he thinks the government is fundamentally broken, and what he believes will be the next crisis to hit the economy. Rodriguez has an exceptional track record in both bonds and stocks, and was [...]
Read moreRodriguez Bullish on Energy Stocks — Not So Bullish on Economy
June 9, 2009
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Bob Rodriguez of First Pacific Advisors sees continued tough times for the economy, but that doesn’t mean he’s staying on the sidelines. In an interview with Morningstar, Rodriguez discusses his firm’s big recent push into energy stocks. A number of factors — very low valuations, the fact that the world is consuming three times as [...]
Read moreGabelli, Grantham, Gross & Others Weigh In
June 2, 2009
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A number of top investment strategists offered their opinions about the market and the economy at the recent Morningstar Investor Conference in Chicago, including value fund star (and Benjamin Graham disciple) Mario Gabelli. Gabelli, whose ABC fund posted its first negative returns in 14 years last year — when it dropped just 2% — sees [...]
Read moreThe Contrarians’ Revenge?
May 11, 2009
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MarketWatch recently had an interesting piece on contrarian investment strategies, highlighting the fact that many of the contrarian managers who were hit hard last year are now netting some strong bounce-back gains. “As the market has bounced back in recent weeks, [several] contrarian-style funds, with their bargain-minded ways, have been outperforming,” writes MarketWatch’s Sam Mamudi, [...]
Read moreFive Top Managers Are Buying — Cautiously
December 15, 2008
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Noticing a trend that we’ve picked up on in recent weeks, Fortune notes that several extreme value investors have begun to see good, safe buys in the current market. In an interview with the magazine, top fund managers Robert Rodriguez, Susan Byrne, Jeremy Grantham, Tom Forester, and Leslie Christian all tell Fortune that they’re seeing [...]
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