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 in Focus: Franklin Flex Cap Growth Fund
By Staff WriterConrad Herrmann, lead manager since July 1993
October 01, 2003
The High Cost of WaitingIf your clients are like most in- vestors, the recent rise in interest rates may make them wonder if now is the right time to...
September 22, 2003
Fund Manager: Joseph StockeFund Currently Managed StoneRidge Small-Cap Growth Equity Fund (SRSCX), lead manager since October 1999. Investment style overview Seeks attractively valued stocks of small companies generating increasingly higher earnings,...
September 15, 2003
Ringel to Head New York CMA Research SubsidiaryLUXEMBOURG (HedgeWorld.com)--Capital Management Advisors Group, a fund of funds adviser, established a research subsidiary in New York, under the leadership of a former Salomon Brothers...
August 25, 2003
Fund Manager: Robert MillenFund 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 10, 2003
Integrating Wrap Accounts Into Your PracticeIntegrating Wrap Accounts Into Your PracticeWeary after disappointing returns and poor performing investments in her portfolio, your client needs a plan to make her money ...
August 04, 2003
Fund Manager: Richard GouldFund Currently Managed Rockland Small Cap Growth Fund (RKGRX), since December 1996 Investment Style Overview Buys rapidly growing small companies. Favors those with significant insider ownership. Keeps fund's...
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...