Stocks
The stock market news and analysis you need to know when developing, monitoring and adjusting client portfolios.
Barry James of James Advantage Golden Rainbow Fund
By Staff WriterS&P Rank: 5 Stars Conservative Multitasker
August 01, 2004
Doing the Right ThingGeorge Schwartz had already established himself as a savvy money manager with his Schwartz Value Fund (RCMFX) and had an impressive roster of private clients...
July 15, 2004
Carl Wilk of Gartmore Micro Cap Equity FundQuick Take: Because they're very small, the companies Carl Wilk buys tend not to be widely followed by big brokerage houses or owned by big...
July 06, 2004
Bob Fetch and Howard Hansen of Lord Abbett All Value FundQuick Take: Lord Abbett All Value Fund/A (LDFVX), a multi-cap portfolio, is designed to be a core product generating returns across the market capitalization spectrum....
July 01, 2004
Bargain HunterJohn Buckingham didn't start out with the goal of becoming a money manager. He was just a college kid who took a part-time job with...
June 23, 2004
Paul Danes and Caroline Rains of Victory Diversified Stock FundQuick Take: Victory Diversified Stock Fund/A (SRVEX) uncharacteristically lagged its peers earlier this year. The $1.4 billion fund was down 1.5% through the end of...
June 17, 2004
Rodney Hathaway of Heartland Value Plus FundQuick Take: The managers of Heartland Value Plus Fund (HRVIX) like stocks that aren't covered by Wall Street analysts or only have sell recommendations. A...