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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
June 05, 2003 at 08:00 PM
Fund Currently Managed
C&B Mid Cap Value Portfolio (CBMDX), co-manager since inception in February 1998.
Investment Style Overview
Espouses a conservative “high-quality, low-risk” investment style to achieve above-average returns over a market cycle, i.e., “competitive results” in extended strong up markets, and relative outperformance in flat and down markets.
Key Stock Selection Criteria
*Strong balance sheet and high return on equity.
*Industry leader with strong management.
*Ability to generate excess cash flow and reinvest it at attractive rates of return.
Key Sell Criteria
*Has appreciated too much, or reaches target price.
*Company’s fundamentals have deteriorated.
*Alternative investment becomes more attractive.
Biographical Notes
Michael M. Meyer joined Cooke & Bieler, adviser to the C&B funds, in 1993. Prior to that, he was an equity analyst and head equity trader at Sterling Capital Management for four years. He holds a degree in economics from Davidson College, and an M.B.A. in finance from the Wharton School of Business (1993). He is a chartered financial analyst.
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