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Thought Leadership

Insights from Tocqueville

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Tocqueville Welcomes Benner Ulrich and Adrian Ulrich

By Julia Hathaway on October 23, 2017

Tocqueville Asset Management is proud to announce the addition of Benner Ulrich and Adrian Ulrich. Messrs. Ulrich were previously associated with Breithorn Capital Management, an independent value-oriented investment manager that they formed in 2009. Consistent with Tocqueville’s focus on capital preservation and value, their investment strategy emphasizes rigorous fundamental research to identify investment ideas that …

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“Investing Where You Don’t Want to Be”, an exclusive interview between WealthTrack’s Consuelo Mack and Robert Kleinschmidt

“Investing Where You Don’t Want to Be”, an exclusive interview between WealthTrack’s Consuelo Mack and Robert Kleinschmidt

By Julia Hathaway on July 21, 2017

In an exclusive interview with Consuelo Mack, Robert Kleinschmidt explains his contrarian investment philosophy and why he is finding the best values where most people do not want to be. Disclosure: Opinions and information provided in this video are as of the date indicated and may change at any time. The material should not be construed …

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Investing with Professional Skeptics

Investing with Professional Skeptics

By Julia Hathaway on June 27, 2017

CEO/CIO Robert Kleinschmidt and Portfolio Manager Paul Kleinschmidt were interviewed by Abby Schultz of Barron’s; please click here to read the article, “Investing With Professional Skeptics.”

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Michael Meltzer Awarded the 2016 Invest in Others Community Leadership Award

Michael Meltzer Awarded the 2016 Invest in Others Community Leadership Award

By Peter Ostberg on September 30, 2016

New York Financial Advisor Earns National Recognition for Philanthropy Michael Meltzer has been awarded the 2016 Invest in Others Community Leadership Award Newton, MA – September 30, 2016 – Michael Meltzer, Portfolio Manager with Tocqueville Asset Management L.P. in New York, N.Y., was announced as the recipient of the Global Community Impact Award as part …

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Tocqueville Management Corp Names John Hathaway Chairman

Tocqueville Management Corp Names John Hathaway Chairman

By Peter Ostberg on August 26, 2016

NEW YORK, August 26, 2016 – The Board of Directors of Tocqueville Management Corporation, the general partner of Tocqueville Asset Management L.P., today announced that senior portfolio manager John Hathaway, CFA, has been named Chairman of the Board. The appointment will be effective immediately. Mr. Hathaway replaces Francois D. Sicart, who is leaving the firm …

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