General Investing >> Money Manager Interviews >> February 14, 2005


DANIEL LEW is portfolio manager for Citizens Advisers' small cap value discipline and the Citizens Small Cap Value Fund. He has over 18 years' experience in investment management. Mr. Lew joined Citizens in the fall of 2003 from Strong Capital Management, Inc., where he was a founding member of the firm's accomplished small cap value equity team. Prior to Strong, Mr. Lew was a senior investment consultant at William M. Mercer Investment Consulting, Inc., and at RogersCasey. Prior to that, he was with Equitable Capital Management Corporation, where he headed up portfolio analysis and performance measurement and also managed an asset allocation fund. Mr. Lew earned his MBA in finance from New York University and his BS in computer science from Columbia University. He is a member of the Association for Investment Management and Research and the Boston Society of Security Analysts, and holds the Chartered Financial Analyst designation. Profile
TWST: Would you give us an overview of Citizens Advisers and tell us

about your responsibilities there?

Mr. Lew: Citizens Advisers is the adviser to Citizens Funds. We're one

of the oldest and