General Investing >> Money Manager Interviews >> June 1, 1998

Rupert Francis – Francis Asset Mgmt

RUPERT FRANCIS is the Chief Investment Strategist of Francis Asset Management. He is responsible for setting investment policy and developing portfolio strategy. Mr. Francis has more than twenty years of experience in the financial services industry. He began his investment career at Hayden Stone in 1968 as an Accountant. From 1971 through 1981, he was the Vice Presdent and Chief Financial Officer of Source Securities Corporation. Before establishing his investment advisory firm, he was the founder and joint owner of Eastern Capital Securities, an international full service broker-dealer. Mr. Francis was educated in Trinidad at Queens Royal College of New York where he majored in Accounting. Profile
TWST: Preservation of capital is central to the Francis Asset Management

investment philosophy. Will you tell us how you try to implement that

investment philosophy?

Mr. Francis: We are