General Investing >> Money Manager Interviews >> March 12, 2014

Focusing on Income While Capturing Capital Appreciation

Abella, David
David Abella, CFA, is a Senior Portfolio Manager for City National Rochdale and has been an integral part of the firm since 1996. He is responsible for the development of the highly successful dividend and income equity strategy at City National Rochdale. Mr. Abella has headed up the research and management of this strategy for client accounts since the spring of 2002, and as Portfolio Manager for City National Rochdale’s Dividend & Income Fund since June of 2003. Previously, Mr. Abella was a Fundamental Equity Analyst at Rochdale Investment Management, predecessor to City National Rochdale, performing all aspects of in-depth, bottom-up equity analysis. Prior to City National Rochdale, Mr. Abella spent four years with Merrill Lynch and Paine Webber performing strategic analysis and controller functions, and two years as a Tax Consultant at Arthur Andersen & Co. Mr. Abella holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts and the CFA Institute. Profile
TWST: Can you give us an overview of the fund’s investment philosophy and strategy?

Mr. Abella: Yes, absolutely. The mutual fund is an equity income fund with the