Richie Freeman has co-managed the ClearBridge Aggressive Growth Fund since its inception 30 years ago. Twice nominated for Morningstar’s Domestic Fund Manager of the Year award, Freeman has been fascinated by the stock market since the age of 13, when he started watching the ticker at a local brokerage firm after school.
His admitted obsession with stocks has paid off. ClearBridge Aggressive Growth has delivered market and peer beating results over the decades and is now ranked in the top percentiles for the last one, three and five year periods.
- 3:00: Why the fund should not be labeled as an Aggressive Fund
- 5:00: Looking for absolute returns
- 7:00: Biogen(BIIB)
- 8:52: Examples of pharma stock risk
- 12:00: Facebook (FB) which they bought at IPO
- 13:15: Having really small aggressive portion of portfolio to closely monitor
- 15:20: UnitedHealth Group (UNH), their second largest holding
- 18:30: Biggest investment mistake
- 19:30: For a person seeing so many booms and bust how has the climate changed?
- 21:39: Liberty Media (LMCA)
- 22:00: The one investment investors should own – Pay down your mortgage and credit cards (very strange for a person who invest in companies leveraging up!)
Kyith is the Owner and Sole Writer behind Investment Moats. Readers tune in to Investment Moats to learn and build stronger, firmer wealth foundations, how to have a Passive investment strategy, know more about investing in REITs and the nuts and bolts of Active Investing.
Readers also follow Kyith to learn how to plan well for Financial Security and Financial Independence.
Kyith worked as an IT operations engineer from 2004 to 2019. Currently, he works as a Senior Solutions Specialist in Fee-only Wealth Advisory firm Providend.
You can view Kyith's current portfolio here, which uses his Free Google Stock Portfolio Tracker.
His investment broker of choice is Interactive Brokers, which allows him to invest in securities from different exchanges all over the world, at very low commission rates, without custodian fees, near spot currency rates.
You can read more about Kyith here.