General Investing >> Money Manager Interviews >> August 4, 2003

Kenneth Roberts – Ken Roberts Investment Management Inc

KENNETH M. ROBERTS is President and Chief Investment Officer of Ken Roberts Investment Management, Inc., an investment advisory company that manages assets approximating $380 million. He began his investment career as a Security Analyst with Murphey-Favre and worked there in various capacities ranging from Security Trader, Research Analyst, and Portfolio Manager from 1968 to1973. In 1973, he joined Foster & Marshall as a Registered Representative and Security Analyst. While at Foster & Marshall, he became President and Portfolio Manager of the Foster & Marshall Growth Fund (now the Smith Barney Fundamental Value Fund), which he managed from 1981 to1990. In 1991, he formed Ken Roberts Advisory Group, which was an investment management subsidiary of the Spokane office of Smith Barney. In 1994, he began Ken Roberts Investment Management, Inc., as an independent investment advisor. He is currently serving on the Board of Directors of FLOW International as well as the Finance Advisory Board for Washington State University. He has been a past President of the Spokane Chapter of the Seattle Society of Financial Analysts and is current Treasurer of that organization. He received his BA degree in Economics from Whitworth College and an MBA degree in Finance from Harvard University. Profile
TWST: Would you begin with a brief overview of Ken Roberts Investment


Mr. Roberts: We basically emphasize serving our retail clients. We don't

really do any institutional business