Manager Research Update

I am posting on our new “Client Connections” blog this morning from Salt Lake City, UT,  where Alan and I are attending the national conference of the National Association of Personal Financial Advisors (NAPFA).  This is a group of about 1,200 fee-only advisors from around the US.

Last night we had dinner with Rudy Agularia, who was just named the Rising Star Manager of the Year by Institutional Manager magazine.  For years, I’ve listened to Rudy teach on a risk reduction strategy he uses with his equity investments.  He just formed a mutual fund, and I am doing my research on it to determine if it is something that belongs in our portfolios.

Interviewing managers and researching companies is something we spend a lot of time doing.   Recently, Alison and I have been interviewing managers of Managed Future mutual funds.  I think we’ve looked and talked with more than a half-dozen managers over the past month or so.

I am off to an early morning breakfast and then will be on a panel discussion about the merits and pitfalls of financial coaching and therapy.  Quite a change from talking about put options, alpha and betas from the night before!

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One Response to Manager Research Update

  1. Joanne May 18, 2011 at 2:42 pm #

    Nice to know you’re always thinking of your clients! Have a good panel session.