General Investing >> Money Manager Interviews >> December 30, 2016

Combining Active and Passive Investing for Stability and Performance

Bacarella, Robert S.
Robert S. Bacarella is Founder, President and Portfolio Manager of Monetta Financial Services Inc. He began managing a growth portfolio for a Fortune 500 company pension plan in the mid-1970s. In 1979, Mr. Bacarella started an investment club, which eventually grew into an investment partnership in the early 1980s. In 1984, the partnership transformed into Monetta Financial Services, Inc., a registered investment advisory firm. In 1986, the flagship Monetta Fund was launched, emphasizing a growth-oriented investing philosophy. In 2006, the Monetta Young Investor Fund was launched, combining a passive/active investment approach. The passive portion seeks to minimize performance uncertainty relative to the market, while the active portion emphasizes large-capitalization growth stocks with a high degree of earnings sustainability and growth. Profile
TWST: I was reviewing some of the information on your website. So I thought, to begin, you could just tell me a bit about your firm, and then, we will move on to your investment