David Stein: Personal Investing Philosophy and Process- PLUS: Portfolio Management in Turbulent Markets

David Stein – Money for the Rest of Us For close to two decades David advised and managed assets for institutions and financial planners. David was Chief Investment Strategist and Chief Portfolio Strategist at Fund Evaluation Group, LLC, a $33 billion investment advisory firm, where he co-headed the 21-person research group. David co-founded the firm’s […]

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Shailesh Kumar: Personal Investing Philosophy, Research Process, and How Macro-Market Behavior Impacts Investing

Shailesh Kumar – Value Stock Guide Shailesh Kumar from Value Stock Guide. I first connected with Shailesh several years ago when VSG was still relatively new and have personally been a subscriber ever since.His track record as a value investor has instilled strong confidence on my part in his discipline and abilities as an investor. […]

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