12.17.07: TWST Investing Strategies Report
5 money managers examine various sectors in this 22 page report from The Wall Street Transcript.Order this Report
  1. Value Investing in International Stocks: David B. Heller & Jonathan Brodsky, Advisory Research, Inc.

  2. Disciplined Portfolio Management: Peter Miller, Hoffman Miller Associates, Inc.

  3. Performance-Based Investment Fees: Jeffrey A. Dunham, Dunham & Associates Investment Counsel, Inc.

  4. Investing in Preferred Securities: Donald F. Crumrine, Flaherty & Crumrine Incorporated

  5. Personalized Portfolio Management: Doug Moore, Central Trust & Investment Company

    Topics covered: Small cap value stocks - Strong balance sheets - Ample cash reserves - Limited debt - Protect value in declining markets - Participate fully in strong markets - Management meetings - Areas in the Far East - Current valuation levels - Regulatory transparency - Company dynamics - Growth prospects - Net asset value - Liquidation value analysis - Team-based approach to managing portfolios - Bottom-up, fundamental strategy - Strong balance sheets - Investments in which the fees are tied to performance

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