General Investing >> Money Manager Interviews >> April 19, 2004

J.GEEWAX / R.GUALTIERI – THE NOAH FUND

ROBERT A. GUALTIERI is Vice President of Marketing at the NOAH FUND. Mr. Gualtieri is a 20-year veteran of the financial industry and assists the NOAH FUND in its outreach to financial planners and consumers. Mr. Gualtieri is a member of the Fellowship of Christian Financial Advisors and has presented to the industry and the public on active money management and Christian responsibilities in money management. He recently served as national sales manager for Select Advisors, a platform of active money managers, and was charged with recruiting registered investment advisors and broker dealer firms to use the Select Advisors Portfolios in their asset management programs. Previously he served as manager of broker/dealer relations for RTE Asset Management, Inc., an investment advisory firm working with more than 300 broker/dealers. Profile
JOHN J. GEEWAX is Portfolio Manager for the NOAH FUND and has been responsible, as a General Partner of Geewax, Terker & Co., for the day- to-day recommendations for the NOAH FUND since January 1998. Mr. Geewax earned his Bachelor of Science degree, his MBA and completed his PhD coursework at the University of Pennsylvania. From 1979 to 1983, he taught at the University of Pennsylvania's Wharton School, where he, together with his partner Bruce Terker, developed the investment strategy utilized. Geewax, Terker & Co. was established as a Pennsylvania partnership in 1982 and is registered as an investment adviser under the Investment Advisers Act of 1940, as amended. Geewax, Terker & Co. currently serves as investment adviser to over $3.7 billion in assets as of March 31, 2004. Geewax, Terker & Co. operates as an investment advisory firm and has been rendering investment counsel, utilizing investment strategies substantially similar to that of the NOAH FUND, to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations since 1987. Profile
TWST: Tell us about the NOAH FUND, its philosophy and its investment

criteria.

Mr. Gaultieri: The NOAH FUND is a socially responsible mutual fund that

invests in accordance with Biblical