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Researching The Fund Managers

Last week and this week I spent a day at the offices of American Century, Kansas City, and AQR, Chicago, meeting with their portfolio managers. I gained a number of insights into their projections for the economy, strategies they are implementing, and the philosophy behind some of their funds. 

I have planned several other trips in the near future to visit with other fund managers that we also use in implementing our investment strategy.  This is all part of our due diligence commitment, to our clients, to use the most effective managers possible in implementing our portfolio asset allocations.

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One Response to Researching The Fund Managers

  1. Bob Biernbaum May 12, 2010 at 12:16 pm #

    Rick,
    Again, nice article in May’s issur of Financial Planning magazine. Also liked Bob Veres column especially his little bio blurb at the end.