General Investing >> Money Manager Interviews >> April 21, 2015
Using a GARP Strategy to Manage a Midcap and a Large-Cap Fund
Robert C. Klintworth is a Portfolio Manager and Vice President for the Chase Growth and Chase Mid-Cap Growth Funds at Chase Investment Counsel Corporation. He received an undergraduate degree in mathematics from Westmont College. He is a portfolio manager, technical analyst and trader. Mr. Klintworth is also a Chartered Market Technician and a member of the Market Technicians Association. Before working at Chase, he worked in accounting. Profile
Peter Tuz is President, Director and Portfolio Manager at Chase Investment Counsel Corporation. He received a B.A. degree from Ripon College, an M.A. from the University of Missouri, and an MBA from Tulane University. Mr. Tuz is a CFA charterholder. Before joining the firm in 1997 he had 10 years’ experience as a senior analyst and officer with two NYSE member firms. He is a trustee of Ripon College and chairman of its investment committee and is a member of the Board of Governors of the Investment Adviser’s Association. Mr. Tuz is a member of CFA Virginia, CFA Society of Washington, D.C., the Washington Association of Money Managers, and serves on the Investment Company Institute’s small funds committee. He has been an occasional guest on CNBC and The Street and served on the board of the CFA Virginia. He has been quoted in Barron’s, The Wall Street Journal, The New York Times and other publications. Profile
Brian J. Lazorishak, CFA, CIC, CIPM, CMT, Senior Vice President, Director and Senior Portfolio Manager for the Chase Growth and Chase Mid-Cap Growth Funds at Chase Investment Counsel Corporation. Mr. Lazorishak earned a B.S. in psychology and business cum laude from the University of Pittsburgh in 1994. Mr. Lazorishak joined Chase in 1997 and serves as a portfolio manager and senior technical analyst. Mr. Lazorishak is a CFA charterholder, a CIPM — Certificate in Investment Performance Measurement — certificate holder and a Chartered Market Technician. Mr. Lazorishak is a member of CFA Virginia and the Market Technicians Association. He has appeared on CNBC, The Street and The Nightly Business Report, and has been quoted in Barron’s, The Wall Street Journal, The New York Times, Investor's Business Daily, USA Today and other publications. Profile
TWST: Can you describe your firm and your respective roles in it?
Mr. Tuz: I am the President of the firm, Chase Investment Counsel, located in Charlottesville, Virginia. We have been