General Investing >> Money Manager Interviews >> December 8, 2003
Jack Phelan – Helios International Asset Management Inc
JACK P. PHELAN is the President of Helios International Asset Management
Inc. His investment experience spans over 25 years as a Security
Analyst, Portfolio Manager and Investment Advisor. Before forming
Helios, Mr. Phelan was President of Nicholson/Kenny Capital Management.
Prior to that, Mr. Phelan was the Managing Director of Acorn Asset
Management Corporation's 'Growth and Opportunity' portfolios. Earlier,
he was the Founder and for 17 years the President of Phelan Capital
Management Corporation, an investment advisory firm located in New York
and Westport, Connecticut. Also, during this time, Mr. Phelan was the
President and Chief Investment Officer of Citadel Asset Management
Company. As a Portfolio Manager, Mr. Phelan has managed investment
assets for a wide variety of institutional and individual investors. Mr.
Phelan received his BA from Monmouth College, Monmouth, Illinois and
further education from Washington University, St. Louis. He is a member
of The Association of Investment Management Research, the New York
Society of Security Analysts, the Financial Analysts Society of South
Florida, the International Society of Financial Analysts and the
International Association for Financial Planning. He is also a member of
MENSA and The International Society of Philosophical Enquiry. Profile
TWST: Could you start with a brief overview of Helios International
Asset Management and tell us about the assets that you manage?
Mr. Phelan: Our first business was indeed Helios, which is a