Uncover and invest in the best funds for today and tomorrow The number of mutual funds investors must choose from is now greater than the number of stocks listed on the NYSE. Selecting the right fund--and, just as important, the best manager--in a turbulent investment arena is more difficult than ever before. Revealing money--management secrets typically reserved for elite investors, top fund managers share their investment approaches, and provide in--depth explanations of their philosophies, disciplines, and backgrounds that can be applied by both individual and professional investors. R. J. Shook (Boca Raton, FL) is the popular and influential author of the Winner's Circle book series. He has authored six Wall Street--related titles, and writes a monthly column as well as a popular annual cover story--"The Winner's Circle Top Advisors"--for Research Magazine.
Table of Contents
Acknowledgments. Foreword. Introduction. PART I: Large--Cap Mutual Fund Managers. CHAPTER ONE--GROWTH WINNER Richie Freeman, Smith Barney Aggressive Growth Fund. CHAPTER TWO--VALUE WINNER David Dreman, Scudder--Dreman High Return Equity Fund. CHAPTER THREE--CORE WINNER William H. Miller III, Legg Mason Value Trust 41 CHAPTER FOUR--RELATIVE--VALUE WINNER Christopher C. Davis, Davis New York Venture Fund. PART II: Mid--Cap Mutual Fund Managers. CHAPTER FIVE--GROWTH WINNER John Calamos, Calamos Growth Fund. CHAPTER SIX--VALUE WINNER Wallace R. Weitz,Weitz Partners Value Fund. CHAPTER SEVEN--CORE WINNER Richard F.Aster, Jr., Meridian Value Fund. PART III: Small--Cap Mutual Fund Managers. CHAPTER EIGHT: Jeff Cardon, Wasatch Small Cap Growth Fund. CHAPTER NINE: Joel C. Tillinghast, Fidelity Low--Priced Stock Fund. CHAPTER TEN: Bill Ricks and Team, AXA Rosenberg U.S. Small Cap. PART IV: Global and Foreign Mutual Fund Managers. CHAPTER ELEVEN: Bill Wilby, Oppenheimer Global Fund. CHAPTER TWELVE: Jeff Everett, Templeton Foreign Fund. PART V: Sector and Bond Mutual Fund Managers. CHAPTER THIRTEEN: Sam Isaly, Eaton Vance Worldwide Health Sciences Fund. CHAPTER FOURTEEN: Bob Rodriguez, FPA New Income, Inc. Index.
R.J. SHOOK is the popular and influential author of the Winner's Circle book series, which profiles top Wall Street financial advisors. He spent over a decade on Wall Street, mostly as a financial advisor and a vice president in the research department for Prudential Securities. In 1999, Shook began writing books full--time and has authored six Wall Street - related books, including the Winner's Circle series. He is a regular contributor to financial publications, writing a cover story for Barron's magazine, and a monthly column and annual September and April "Winner's Circle" cover stories for Research Magazine. R.J. lives in Boca Raton, Florida, and can be reached through his Web site at www.shookbook.com or firstname.lastname@example.org.