David Stein, the former chief investment strategist and chief portfolio strategist at Fund Evaluation Group — a $70 billion investment advisory firm — homed in on his investment strategy under the influence of the billionaire investor Seth Klarman. He advocates focusing on the drivers of returns — dividend yield, earnings growth, and emotion — to make the investment landscape less wishy-washy. Stein also has a new book coming out called "Money for the Rest of Us: 10 Questions to Master...

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