added, I am cautious of owning companies run by politically connected families, but it is often the case in Indonesia.
Robert Levitt, founder and CIO of Levitt Capital Management LLC, acknowledges that the US has many problems.
With high debt loads, ageing populations, poorly educated youngsters, declining resources and a changing and less hospitable climate, the economic outlook is not that bright on the surface.
We have big questions to ask and big problems to ï¬x, he
says via email.
If you're Robert Levitt
, your solution is to set up new homes in Europe and Asia, hire some good employees back at the home office and start learning new languages.
Indonesia More Interesting Market Than China: Robert Levitt
, Levitt Capital
In an interview with ET Now, Robert Levitt , CFA, Founder, Managing Member and CIO, Levitt Capital Management , says India is a difficult market as regulations are not yet developed.
We are definitely in a bull market, says Robert Levitt, founder & CEO at Levitt Capital Management.
Indonesia is a great growth opportunity for long-term investors, says Robert Levitt, founder & CEO at Levitt Capital Management, adding that the country's media sector is an attractive space.
With Indonesia's economy heating up and access to Chinese markets getting difficult, Levitt, the internationally known founder of Levitt Capital Management, started investing in Indonesia just a year ago, and it's been full steam ahead ever since.
TheEdge- Your Window to Malaysia
10/04/2010 - TheEdge- Your Window to Malaysia
, a Contrarian Fund Manager
, who made regular appearances on financial networks Bloomberg TV and CNBC
, dropped by The Edge office last week for a chat.
The globe-trotting fund manager who founded Levitt Capital Management LLC
is known for his
contrarian style in the global investment community.
US-based Levitt Capital Management LLC Chief Investment Officer and founder Robert Levitt gave his views on the Economic Transformation Programme and Malaysia.
explained why he
likes the glovemaker industry (Supermax,Top Glove, Hartalega, Latexx), aviation (MAHB, Air Asia, MAS) and consumer sector (Parkson) and not plantation stocks.
wondered aloud why the government hospitals don't buy gloves from the local manufacturers and how the automotive sector doesn't make any sense.
Robert Levitt, Founder and CIO at Levitt Capital Management, is bearish on US markets and is adding Southeast Asian stocks, in particular Indonesian stocks.
points out that small caps have done well and is bullish on consumer stocks.
In Malaysia, he
is bullish on airline stocks and the glove sector.
As for the plantation sector, he
says it may be better to buy CPO futures rather than plantation companies.
TheStreet.com - The Real Story
- TheStreet.com - The Real Story
Greg Greenberg Interviews Globetrotter Wealth Manager Robert Levitt
Greg Greenberg Interviews Globetrotter Wealth Manager Robert Levitt.
The rally can last for a few months longer, but investors should be vigilant in times of tightening in China and other countries, Robert Levitt, CIO of Levitt Capital Management said.
Robert Levitt, CIO at Levitt Capital Management, tells us the stocks he is bullish about in Malaysia because they are either world leaders in their industry or have the potential to be so.
highlights that Indonesia as a country is potentially more interesting than Malaysia but he's
not invested in any Indonesian companies yet.
"We caught up with Levitt in Kuala Lumpur, Malaysia, where he was on a research trip as he pursues a thematic, global absolute return strategy.
These themes include growing affluence in the developing world, an aging population, growing agricultural needs, technology and urbanization.
return goals are somewhat more ambitious, as he
targets a three-year average return in the low teens."
'Malaysia will fit into that category and will become interesting again as one of Asia's emerging tigers as it was in the 1990s, because it is opening itself to the world and especially if it is able to attract Chinese investments, which could be a huge boost to the economy,' Levitt
For an RIA dead set on having truly universal access to global markets, the best place to custody assets is State Street, according to Robert Levitt, managing principal of Levitt Capital Management, said in an earlier interview.