Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Lipper Help Funds Strut Their Stuff Not Rated 3.0 Email Routing List Email & Route  Print Print
Tuesday, September 19, 2006

Lipper Help Funds Strut Their Stuff

Reported by Neil Anderson, Managing Editor

Portfolio managers from seven mutual funds gathered Monday to tout their wares to an eagerly waiting crowd of journalists. The funds represented are ll "Lipper Leaders", having been rated in the top 20 percent for both "Consistent Return" and "Total Return" by mutual fund research firm Lipper.

Of course, half of the 15 or 20-odd members of the press in attendance were affiliated with Reuters, the parent of Lipper, and the namesake (and presumably owner) of the building where the press briefing, organized by mutual fund public relations firm SunStar, was held. And MFWire.com has it on good authority that the gorgeous view from the Carnegie Room, the canvas tote bag and the free food, especially the cut strawberries, may have helped lure the remaining reporters.

Fund managers from Allianz RCM, Eaton Vance, Tributary Capital Management, Franklin Templeton, Permanent Portfolio, Putnam and Schwab each discussed their views on current and upcoming trends in the economy, dispensed investment advice - varying from "Buy large and mega cap now!", to "Small caps all the way!", to "Go gold" - and named stocks they like. An analyst from Reuters Estimates also provided a general market outlook.

After the presentations, the portfolio managers fielded questions on corporate governance (specifically, whether or not any of the funds have voted against companies' management's board nominations), Citigroup (should it be broken up), and large cap pharmaceuticals (value or growth?). And after formal Q&A finished, reporters flocked to the various managers to introduce themselves and ask their questions, staying well after the official 11:30am end time.

In the classic trade, reporters got "insight" and access (and brunch), and fund managers got exposure, all thanks to SunStar. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

3.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2025: Q1
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. MFDF webinar - 2024 Fair Valuation Pricing Survey: Building and Strengthening the Valuation Operating Model, January 7
  2. WE - Trailblazing Leaderships: Insights From Los Angeles' Leading Women CEOs, January 8
  3. MFDF webinar - 15(c) White Paper Webinar Series: Part 2 – Board Processes, January 9
  4. MFDF webinar - AI and Fund Compliance, January 21
  5. MFDF In Focus - In Focus: Small Boards' Use of Skills Matrices, January 22
  6. FSI OneVoice 2025, Jan 27-29
  7. MFDF 2025 Directors' Institute, Jan 27-29
  8. Nicsa webinar - An Intro to Irish and Luxembourg Investment Platforms for US Asset Managers, January 29
  9. 2025 ICI Innovate, Feb 3-5
  10. Nicsa webinar - AI In Operations: Boosting Productivity for Wealth & Asset Management Firms, February 5
  11. MFDF Director Discussion Series - Open Forum, February 10
  12. MFDF Director Discussion Series - Open Forum, February 11
  13. Expect Miracles In Manhattan 2025, February 27
  14. Citywire Scottsdale CIO Summit 2025, Feb 27-28
  15. T3 Technology Conference 2025, Mar 3-6
  16. Nicsa 2025 Strategic Leadership Forum, Mar 5-7
  17. MFDF 2025 Fund Governance & Regulatory Insights Conference, Mar 6-7
  18. Citywire Pro Buyer New York Due Diligence Retreat 2025, Mar 6-7
  19. 2025 MMI Summit, Mar 27-28
  20. MFDF Director Discussion Series - Open Forum, April 2
  21. Envestnet Elevate 2025, Apr 9-10
  22. MFDF Director Discussion Series - Open Forum, April 15
  23. The 36th Sub-Advised Funds Forum, Apr 29-30
  24. Expect Miracles 6th Annual Distance Challenge, May 13-20
  25. Morningstar Investment Conference 2025, Jun 25-26
  26. MFDF Director Discussion Series - Open Forum, July 9




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use