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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
December 12, 2003 at 07:00 PM
AIM Small Cap Equity Fund/A (SMEAX), lead manager since August 2000; AIM Capital Development Fund/A (ACDAX), lead manager since January 1998
Investment Style Overview
Employs growth-at-a-reasonable-price strategy, looking for companies with increasing profits and sales, but whose stocks are undervalued. Small Cap Fund buys small companies, while Capital Development Fund targets mid-sized companies.
Key Stock Selection Criteria
*Solid balance sheet
*Strong return on capital and cash flow
*Company results top upwardly revised analysts’ estimates
Key Sell Criteria
*Stock becomes overvalued
*Company’s financial fundamentals erode
Biographical Notes
Paul Rasplicka is a senior vice president and senior portfolio manager with AIM Capital Management Inc., his employer since 1998. Previously, he was a portfolio manager with Invesco Trust Co. He began his career in investing as an equity analyst with Fayez Sarofim & Co. and later joined Daniel Breen & Co. LP as a vice president, partner and money manager. He holds a BS in business administration from the University of Chicago and an MBA from the University of Chicago. He holds designations as a Chartered Financial Analyst and a Chartered Investment Counselor.
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