General Investing >> Money Manager Interviews >> July 28, 2003

L.holtz / Y.lipsker – Roger Engemann & Associates

YOSSI LIPSKER is Vice President at Engemann Asset Management and one of two Portfolio Managers for the small and mid-cap portfolios. He also supervises the Research Analyst responsible for the healthcare industry. He joined Engemann in 1995. Most recently, he received his Master's degree in Business Administration, with an emphasis in Finance, from Columbia Business School. While at Columbia he excelled academically, gaining membership in both the Beta Gamma Sigma honors society and the Dean's List. He is no stranger to Engemann Asset Management. While pursuing his Master's degree, he worked for several summers at the company in the research and operations areas. He also holds a Bachelor of Arts degree in Religious Studies from the Rabbinical College of America. Profile
LOU HOLTZ is Vice President at Engemann Asset Management and a Portfolio Manager for the small and mid-cap portfolios, the balanced portfolios and the Focus Growth Fund. Prior to joining the company in 1996, he spent three years as a business valuation analyst at a national independent appraisal firm and one year as an analyst for a regional real estate appraisal firm. He holds a BA degree in Business Economics from UC Santa Barbara and an MBA with an emphasis in Finance from the University of Southern California. He has earned the right to use the Chartered Financial Analyst designation and is a member of The Los Angeles Society of Financial Analysts. Profile
TWST: Would you give us a brief overview of Roger Engemann & Associates

and your respective responsibilities there?

Mr. Holtz: Roger Engemann & Associates was founded in 1969 by