General Investing >> Money Manager Interviews >> January 11, 2010

Large-cap Core Growth Investing – Keith C. Goddard & Channing S. Smith – Capital Advisors, Inc.

Keith C. Goddard, CFA is the President of Capital Advisors, Inc. and Co-Portfolio Manager of the Capital Advisors Growth Fund (CIAOX). Mr. Goddard joined Capital Advisors in 1991 and has been President since 2003. He earned a BA in Journalism from the University of Colorado. Mr. Goddard is a CFA charterholder.Channing S. Smith, CFA is the Managing Director at Captial Advisors, Inc. and Co-Portfolio Manager of the Capital Advisors Growth Fund (CIAOX). Mr. Smith joined Capital Advisors in 2004. He earned his MBA degree from Southern Methodist University and a BS degree in Entrepreneurship from Indiana University. Channing Smith is a CFA charterholder. Profile
TWST: Would you please start with a brief overview of Capital Advisors and your basic investment philosophy?

Mr. Goddard: Capital Advisors was founded in 1978 in Tulsa. We manage approximately $800