Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
Fund Manager: Robert Millen
By Staff WriterFund Manager: Robert Millen Fund Currently Managed Jensen Portfolio (JENSX), co-manager since July, 2000. Investment Style Overview Oversees concentrated (up to 25-stock) portfolio of large companies that consistently grow...
August 01, 2003
What's in a Name?Quick, define the term "fiduciary." While financial planners of all stripes are familiar with the word, many would likely hem and haw when it comes...
July 24, 2003
Edward Jones Distributes Hartford 529 PlanNU Online News Service, July 24, 2003, 2:36 p.m. EDT -- The Hartford Financial Services Group Inc., Hartford, has started marketing a new, multi-manager ...
July 23, 2003
WFG Hires Bank Insurance Sales SpecialistNU Online News Service, July 23, 2003, 12:23 p.m. EDT -- WFG Capital Advisors L.P., Harrisburg, Pa., has hired Dennis Dinger to be an ...
July 03, 2003
Putnam Shuffles Growth Fund Managers Amid DeparturJuly 2, 2003 -- Putnam Investments announced management changes on a number of its growth-oriented funds and said two of its stock pickers are leaving...
July 01, 2003
Mellon HBV Introduces Two New StrategiesNEW YORK (HedgeWorld.com)--Taking advantage of opportunities created by economic and market uncertainty, Mellon Financial Corp.'s HBV Alternative Strategies subsidiary has started U.S. special situations and...
June 15, 2003
Flexibility Is Making SMAs More Popular With AdvisorsFlexibility Is Making SMAs More Popular With AdvisorsByNew York The main distribution channel for separately managed accounts are wire houses, but the flexibility of SMAs ...
June 10, 2003
Docucorp Introduces Investment Showcase SystemNU Online News Service, June 10, 2003, 10:58 a.m. EDT -- Docucorp International Inc., Dallas, has introduced an investment showcase system.The system automates the ...