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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
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
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
October 28, 2003 at 07:00 PM
Fund Currently Managed
Brazos Micro Cap Portfolio/N (BMIAX), co-manager since May 2001.
Investment Style Overview
Seeks growing stocks of companies with market caps of up to $600 million. Willing to buy an unprofitable company if he thinks it will start producing earnings soon. Prefers companies with low debt.
Key Stock Selection Criteria
*Earnings and sales growth of at least 15% per year.
*Stock price equal to or slightly less than company’s growth rate.
*Seasoned management team with a successful track record elsewhere.
Key Sell Criteria
*Financial fundamentals weaken.
*Trims if position in portfolio exceeds 4% of fund’s assets.
*Company’s market cap rises to $1 billion.
Biographical Notes
Brian Gerber is a principal, partner and portfolio manager with John McStay Investment Counsel, his employer since November 1991. He was previously a senior analyst and a portfolio manager with USAA Investment Management Co. He holds a BBA in finance from the University of Texas at Austin, and an MBA from the University of Texas at San Antonio. He is a chartered financial analyst.
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