General Investing >> Money Manager Interviews >> January 13, 2003

John Babyak – Whb/wolverine Asset Management

JOHN M. BABYAK is the President and Senior Portfolio Manager of Wolverine Investments, where his duties span all functional areas, including: portfolio management and research; business planning and budgeting; trading, information systems and administration; and new business development and client service. Prior to joining WHB/Wolverine Asset Management in 1993, Mr. Babyak held various systems engineering, sales and marketing management positions at IBM. He graduated from The University of Vermont in 1982 with a degree in Management Engineering. Mr. Babyak has written numerous articles about the markets, including the studies "Rationale for Yield-Enhanced Convertible Securities," "Covered Call Writing: Managing Risk, Enhancing Portfolio Returns," "Managing Portfolios For Optimal Tax-Efficiency" and "Convertible Securities as an Asset Class." He is an internationally published market commentator and is frequently quoted in the securities news media, including The Wall Street Journal and Barron's. Profile
TWST: Would you begin with an overview of WHB/Wolverine and your

responsibilities there?

Mr. Babyak: As an SEC registered investment advisor,

WHB/Wolverine provides customized portfolio