Fund Currently Managed
Salomon Brothers Srs Fds:Capital/A (SCCAX), co-manager since July, 1998. (To become sole manager in May, 2004.)
Investment Style Overview
Invests in mid-sized and large companies across all industries and sectors. Uses fundamental analysis to identify companies offering greatest potential for capital appreciation, as well as undervalued stocks for which a catalyst may boost valuations.
Key Stock Selection Criteria
*Understandable business model that can work for an extended period.
*Leading or dominant market share.
*Increasing earnings and sales.
Key Sell Criteria
*Company’s financial fundamentals deteriorate.
*Stock becomes overpriced.
Robert Donahue Jr. is a managing director and portfolio manager with Salomon Brothers Asset Management, his employer since 1997. He was previously an analyst with Gabelli & Co. He holds a BA in history from the University of Pennsylvania, and an MBA in finance from Columbia University.