Overlooked Managers

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  Floating Over Volatility

  By John Sullivan, AdvisorOne  |  October 1, 2011

  Smooth out the volatility. Give up the full return potential for downside protection. Clients won’t experience the high-highs, but they won’t fall victim to the low-lows either.

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  The Value of Experience

  By John Sullivan, AdvisorOne  |  May 1, 2011

  Forty years in the business means Rich Howard can tell a lot about a company from a simple phone call.

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  The Equal Weight Evangelist

  By John Sullivan, AdvisorOne  |  April 1, 2011

  Tony Davidow has a tough job.

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  Jerry Jordan's Napoleon Complex

  By John Sullivan, AdvisorOne  |  March 1, 2011

  “It’s hard to get big when you’re small, because nobody wants to invest with somebody who’s small,” says Jerry Jordan, portfolio manager of the Jordan Opportunity Fund, when asked about his status as an overlooked manager.

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  Back to Basics

  By John Sullivan, AdvisorOne  |  February 1, 2011

  “I went to Harvard Undergrad and got an MBA from the University of Michigan,” Tim Hartch begins, when asked about his investing pedigree.

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  Right on Target

  By John Sullivan, AdvisorOne  |  January 1, 2011

  The sunny view from Scott Wolle’s high-rise office in downtown Atlanta is an apt—if somewhat obvious—metaphor for his view of the retirement fund space as a whole, and Invesco’s place in it.

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  Counterintuitive Success

  By John Sullivan, AdvisorOne  |  December 1, 2010

  Okay, it's not really what we mean when we say "overlooked managers," but it will do for our examination of how the REIT space is doing.

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  Wide Open (Investment) Spaces

  By John Sullivan, AdvisorOne  |  November 1, 2010

  No offense to the citizens of this red state stalwart, but we don't often hear of the New York-San Francisco-Tulsa financial triangle.

• Overexposed and Underestimated

  By John Sullivan, AdvisorOne  |  October 1, 2010

  We know what you're thinking; how could any Janus fund possibly qualify as "overlooked?" Their returns are the stuff of legend, as are the critical...

• Overlooked Managers: Two Guys With Two Goals

  By Savita Iyer-Ahrestani, AdvisorOne, Savita Iyer-Ahrestani, AdvisorOne  |  September 1, 2010

  For David Wright and Kenneth Sleeper, co-founders and managers of Santa Monica, California-based Sierra Investment Management's Sierra Core Retirement Fund, understanding the nature of the...