General Investing >> Money Manager Interviews >> February 3, 2015

Using Dividend Stocks to Mitigate Risk in the Large-Cap Space

Dan Neiman
Dan Neiman is a Portfolio Manager of the Neiman Large Cap Value Fund, and is also a Partner of Neiman Funds Management LLC, an SEC Registered Investment Adviser. Prior to helping form Neiman Funds Management LLC, Mr. Neiman was Co-Partner of Neiman Capital Management LLC, which managed both individual client accounts and the Neiman Large Cap Value Fund. As a registered investment adviser representative, Mr. Neiman has managed equity and mutual fund portfolios for individual clients since 2000, where he delivered strong returns for his clients. Using a bottom-up approach to investing learned from his father, Harvey, he focuses on searching for fundamentally strong companies that pay a dividend and have healthy call option premiums. His goal in any market is to help protect on the downside while seeking potential to participate on the upside. Mr. Neiman describes the perfect market as "one of uncertainty that is forever going sideways." A third-generation San Diegan, Mr. Neiman earned a B.S. in finance from Humboldt State University. He has studied investments and the markets since the early 1990s. Mr. Neiman also serves on a board of a local nonprofit dedicated to providing funding for youth sports in both San Diego and Tijuana, Mexico. Profile
TWST: Please give us the background on the Neiman Funds.

Mr. Neiman: In 2003, my dad Harvey and I had been managing together investment adviser assets for a couple of years, and he had

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