Randy Gwirtzman has entered the small-cap stratosphere in recent months with sector-topping returns. But this meteoric rise belies years of diligent research and gradual position building for his Baron Discovery fund
As the DOL’s fiduciary rule comes into force wirehouses and broker-dealers are slashing funds. Alex Steger takes a look at who’s cutting and what criteria they’re using to decide which funds will go under the knife
We showcase a lesser-known manager from a smaller shop running a unique or impressive strategy
At the heart of Diane Jaffee’s investment philosophy is a firm belief that everything runs in cycles. The TCW fund manager tells us which parts of the market are on the way up, and which are riding for a fall.
Fund managers beware: Jackson National Asset Management’s Bill Harding won’t quit till he has the answers. The CIO tells Alex Steger how his nose for danger protects his clients.
Rick Rieder isn’t worried about the economy – he knows technology is causing a shift but not instability. BlackRock’s global fixed income CIO tells Alex Steger about his new buy in Russia and how the era of the internet is yet to come.
Boca Raton, Florida-based growth shop Polen Capital recruits Tucker Walsh as it branches out into small companies.
UBS has made a number of changes to its discretionary portfolios over the last year, with more to come, as it looks to grow the business.
UBS head of portfolio management and models tells Alex Steger about his education and ambitious plans for the business.
In its third major hire within a week Merrill recruits the CKW team from UBS Private Wealth for its Chicago office.