General Investing >> Money Manager Interviews >> February 2, 1998

W. Jonathan Lee – Hollister Asset Mgmt

JONATHAN LEE is the Co-Founder and President of Hollister Asset Management. Many people follow, few truly lead. Jonathan Lee is a rare financier whose investments for the past seven years have outperformed the S&P every year but 1993. In fact, Hollister's cumulative gain for that period is 367%, which is 2 1/2 times that of the S&P 500 for the same period. Hollister's compounded annual rate of return for 1990-1996 is approximately 25%, versus 14% for the S&P 500. In fact, many of Jonathan's clients have invested with him for ten to fifteen years. He has never lost a client from his investment partnerships. A talented artist, Jonathan Lee's paintings have been shown in the Los Angeles Museum and several art galleries. He is also a concert pianist and composes neo-classical music. Profile
TWST: Mr. Lee, why don't we start by your giving us a description or

profile of your firm?

Mr. Lee: We are an investment management business based in Los Angeles,

and are a registered