Showing posts with label Results from past events. Show all posts
Showing posts with label Results from past events. Show all posts

December 2015–8th Annual Hennessy Funds Press Luncheon

Hennessy Funds CIO and co-portfolio manager Neil Hennessy and co-portfolio manager Brian Peery presented to over 30 reporters at the 8th Annual Hennessy Funds Press Luncheon in early December in New York City.

Presentations centered on the firm's 2016 market outlook and forward-looking investment themes uncovered by the newly rebalanced Hennessy Cornerstone Mid Cap 30 Fund. 

The event garnered much media attention, including features like these in Financial Advisor Magazine and MutualFundWire.com.

Reporters attended from an array of publications, including:
  • Associated Press
  • Barron’s
  • Bloomberg
  • Forbes
  • Financial Advisor Magazine
  • Investor’s Business Daily
  • MarketWatch
  • ThinkAdvisor
  • Thomson Reuters
  • The Wall Street Journal

November 2014 - 7th Annual Hennessy Funds Market Outlook


More than 30 reporters gathered in November 2014 for the 7th Annual Hennessy Funds Market Outlook at Morton’s The Steakhouse in New York City. There, CIO and co-portfolio manager Neil Hennessy and co-portfolio manager Brian Peery presented their views on the market and discussed investment themes in relation to the then newly rebalanced Hennessy Cornerstone Mid Cap 30 Fund.

Hennessy Funds enjoyed several media placements as a result of the event, including this article in Barron’s Blog.
The following publications were in attendance at the event.
§  Bloomberg Markets Magazine
§  Bloomberg News
§  Barron’s
§  Nikkei
§  Investor’s Business Daily
§  Associated Press
§  Pensions & Investments
§  The Wall Street Journal
§  WORTH
§  Forbes
§  Fortune
§  Buyouts Magazine
§  ThinkAdvisor
§  Investment News
§  BBC Capital
§  Advice IQ
§  MarketWatch
§  Money Management Intelligence
§  Thomson Reuters
§  Thewhyforum.com
§  929 Media
§  Mergermarket &Dealreporter
§  Fund Industry Intelligence

March 2013 SunStar Media Briefing for Undiscovered Funds

Almost 50 journalists gathered in New York City at the Hilton New York to hear the stories of seven portfolio managers of undiscovered mutual funds. The managers discussed their investment strategies, views on the markets, and how they are positioning their portfolios, then answered questions from the media.

Click for a MFWire.com article covering the event.
The presenters included:
  • Duane McAllister, BMO Global Asset Management
  • Brian Lazorishak, Chase Investment Counsel
  • David Ellison, Hennessy Funds
  • Craig Hodges, Hodges Funds
  • Randy Bateman, Huntington Funds
  • Erich Patten, Cutler Investment Group
  • George Young, Villere & Co.
Reporters from the following publications attended the event:
  • Advisor One
  • Associated Press
  • Barron’s
  • Bloomberg
  • Bond Buyer
  • Dow Jones
  • E&E Publishing
  • Fidelity Interactive Content Services
  • Financial Planning
  • Forbes
  • Fox Business
  • Fund Industry Intelligence
  • FundFire
  • InvestmentWires
  • Kapitall Wire
  • MarketWatch
  • Mergermarket
  • Money Management Executive
  • Nikkei
  • Standard & Poor’s
  • Wall Street Journal
  • WealthManagement/REP
  • TheStreet.com
  • ThomsonReuters

April 2013 – Hennessy Funds Press Luncheon – The Case for Japan’s Comeback

Almost 40 business and financial journalists gathered in New York City last week for a luncheon hosted by Hennessy Funds entitled The Case for Japan’s Comeback. Neil Hennessy, CIO and Portfolio Manager of Hennessy Funds, Shuhei Abe, Chairman and CIO of SPARX Group Co., Ltd. and Masakazu Takeda, Portfolio Manager of the Hennessy Japan Fund presented their views on the resurgence of the Japanese equity market as well as the themes shaping the portfolio of the 2013 Lipper Award winning Hennessy Japan Fund (HJPIX). They covered topics including Japan’s comeback and the outlook for Japan’s economy going forward. All three presenters spoke about the challenges for Japan and the growth the country has seen in recent years.

Reporters from the following publications attended the event:

  • Barrons
  • The Wall Street Journal
  • The Wall Street Journal Japan
  • Fortune
  • Investment Advisor/Advisor One
  • Forbes
  • Bloomberg News
  • Thomson Reuters
  • Bloomberg Markets Magazine
  • Associated Press
  • Dow Jones
  • TheStreet.com
  • New York Daily News
  • Nikkei
  • DailyFinance
  • MarketWatch
  • Financial Advisor

November 2012 - Hennessy Funds 5th Annual Press luncheon

More than 30 business and financial journalists gathered in New York City last week for the 5th annual Hennessy Funds market outlook and investment strategy luncheon. CIO and portfolio manager Neil Hennessy presented his macro thesis, covering topics such as the fiscal cliff, asset flows in the fund industry, and his views on taxes and the regulatory environment. Co-portfolio manager Brian Peery presented the new portfolio for the Hennessy Cornerstone Mid Cap 30 Fund – rated five-stars by Morningstar. The fund has increased its allocation to the consumer discretionary, industrials and materials sectors, citing rising consumer spending and a continued rebound in housing.

Hennessy also unveiled the fund group’s new tagline: “Investing, Uncompromised.” The tagline, which was developed after the FBR Funds acquisition closed, encompasses Hennessy’s continued commitment to the firm’s mutual fund shareholders – acting in their best interests by offering funds with compelling historical performance and top-tier client service.


Reporters from the following publications attended the event:

·         Barron’s

·         The Wall Street Journal

·         The New York Times

·         Financial Planning Magazine

·         Investment Advisor/Advisor One

·         Forbes

·         Bloomberg News

·         Thomson Reuters

·         TheStreet.com

·         Money Management Executive

And many more.

Hennessy Funds Press Luncheon: October 25, 2011

Hennessy Funds held its 4th annual market outlook and Hennessy Focus 30 Fund rebalance press luncheon in New York City on Tuesday, October 25th. Neil Hennessy, CIO and portfolio manager, along with Brian Peery, co-portfolio manager, presented their views on the U.S. equity markets along with the new portfolio for the Hennessy Focus 30 Fund.

Thirty reporters attended from many publications including the following:

  • The Wall Street Journal,
  • Barron’s,
  • Fortune,
  • Forbes,
  • Bloomberg News,
  • ThomsonReuters,
  • MarketWatch,
  • Money,
  • and many more.
published a summary of the event, "Hennessy Remains on the Prowl for Acquisitions" and gave SunStar kudos for setting it up.

10/19/2010- Hennessy Funds press luncheon

Hennessy Funds held its 3rd annual market outlook and Hennessy Focus 30 Fund rebalance press luncheon in New York City on Tuesday, October 19th. Neil Hennessy, CIO and portfolio manager, along with Frank Ingarra, Jr., co-portfolio manager, presented their views on the US equity markets along with the new portfolio for the Hennessy Focus 30 Fund. Forty reporters attended from a variety of publications including The Wall Street Journal, Barron’s, Fortune, Forbes, Bloomberg News, ThomsonReuters, Kiplinger’s Personal Finance, Associated Press, CNNMoney, MarketWatch, TheStreet.com and many more.

In addition, Neil Hennessy appeared live on CNBC and was interviewed by WSJ Radio, TheStreet.com’s video and podcast divisions as well as Yahoo!Finance’s video operation.

MFWire summized his key points and gave SunStar kudos for setting it up.

8/10/2010 - ETF Press Briefing

On Tuesday, August 10, 2010 SunStar Strategic hosted a brunch for the news media and financial advisors in New York City. Top ETF firms provided their thoughts on the future of the ETF marketplace.

MFWire.com wrote about the press event, reporting, "Insiders... will find no shortage of media coverage about the... panel discussion.” Click here for the full article
Melissa working the registration table

Click here for a second MFWire.com article that links to several resulting feature articles in national publications.

Over 80 reporters attended the session including 60 in-person and 20 by telephone.

Attending publications included:

  • Associated Press
  • Barron’s
  • Bloomberg News
  • Bloomberg TV
  • Bond Buyer
  • CBS MoneyWatch
  • Consumer Reports
  • DailyFinance
  • Dow Jones
  • Daily News
  • ETF Expert
  • ETF Tutor
  • ExchangeTradedFunds.com
  • Financial Planning
  • Forbes
  • Fortune
  • Fox Business Channel
  • Ignites.com
  • Investment Advisor
  • Investment Dealers’ Digest
  • Investment News
  • MarketWatch
  • Money Management Executive
  • Money-Media
  • Motley Fool
  • New York Post
  • Nightly Business Report
  • NIKKEI
  • Opalesque Futures Intelligence
  • Reuters
  • ReutersInsider
  • SmartMoney
  • Standard & Poor’s
  • TheStreet.com
  • US News & World Report
  • Wall Street Journal

04/19/10 Hennessy Funds - investing in Japan

On Monday, April 19th Hennessy Funds sponsored a media luncheon entitled “Compelling themes for investing in Japan.”

Neil Hennessy, CIO and portfolio manager of Hennessy Funds and Shuhei Abe, CIO and founder of Tokyo-based SPARX Asset Management, provide their views on investment themes and opportunities in Japan.

Twenty-three reporters from top business and financial publications attended this event held at a New York City restaurant. Attending publications were:

  • MarketWatch
  • AP
  • Barron’s
  • Reuters
  • NIKKEI
  • Money Management Executive
  • Daily News
  • SmartMoney
  • Fortune
  • Daily Finance
  • Forbes
  • Investment Dealers’ Digest
  • Dow Jones
  • Standard & Poor’s
In addition, SunStar Strategic sent an array of tweets via Twitter in conjunction with the event:

Live at Hennessy #Funds & SPARX press lunch in NYC: Compelling themes for investing in Japan.

Hennessy: Partnership with SPARX will offer shareholders outstanding shareholder servicing combined with focused Japan-based money management.

SPARX's Shuhei Abe now speaking at Hennessy Funds event in #NYC.

SPARX Abe: Valuations for Japanese stocks remain at near-historic lows & priced for no-growth scenario.

SPARX Abe: 60% of Japanese Equities are Trading at or below book value.

SPARX Abe: Japanese companies have become lean. Sales increases translate to disproportionate profits.

SPARX Abe: Japan's government and corporations are changing to become more shareholder friendly.

SPARX Abe: Japan is world’s most energy efficient country.

SPARX Abe: Worldwide demand for Japan's green-related technologies should be massive.

SPARX Abe: China's development mirrors Japan's development with a 30-year lag.

Japan represents a gateway to Asia's emerging markets.

Hennessy: Investing in Japan means investing in global companies HQed in Japan

Hennessy: Investors can gain exposure to emerging markets with less volatility and risk by investing in Japan

Hennessy: Some think investing in Japan is risky, real risk is not being there.

10/13/09 Touchstone Launches 10 Funds

We had 29 journalists from top publications attend this event. Attending publications included:
· Barron's
· Bloomberg News
· Bloomberg Radio
· Dow Jones
· Enterprise & Industry Historic Research
· Forbes
· Freelance
· Investment News
· Markets Media
· Money
· Mutual Fund Wire
· Opalesque Futures Intelligence
· SmartMoney
· SNL Financial
· Standard & Poors
· ThomsonReuters

Presenters Included:

· Steven M. Graziano, President, Touchstone Investments
· Michael Farr, Farr, Miller & Washington, LLC, Touchstone Capital Appreciation Fund
· Ted Bradford, Bradford & Marzec, LLC, Touchstone Core Plus Fixed Income Fund
· Patricia Perez-Coutts, AGF Investments America, Inc., Touchstone Emerging markets Equity Fund
· Ian MacCallum, Bedlam Asset Management, PLC, Touchstone Global Equity Fund
· Tim Haywood, Augustus Asset Managers Limited, Touchstone International Fixed Income Fund
· Paul Viera, EARNEST Partners LLC, Touchstone Large Cap Relative Value Fund
· Gina Moore, Aronson+Johnson+Ortiz LP, Touchstone Long/Short Equity Fund
· Peter Zuger, Lee Munder Capital Group, LLC, Touchstone Mid Cap Value Fund
· Stephen Goddard, The London Company, Touchstone Small Cap Core Fund

10/1/09 Hennessy Focus 30 Fund Rebalance Press Briefing

We had 17 journalists from top publications attend this event. Attending publications included:

· Associated Press
· Bloomberg News
· Dow Jones News
· Fortune
· Forbes
· Freelance
· Investment Advisor
· Markets Media
· Nikkei Newspaper
· SmartMoney
· Standard & Poor’s
· ThomsonReuters
· Wall Street Journal
· Washington Post

Presenters Included:

· Neil Hennessy, Chief Investment Officer and Portfolio Manager, Hennessy Funds
· Neil Hennessy was joined by Terry Nilsen and Tania Kelley of Hennessy Funds

6/23/09 Webinar for Top Mutual Funds

We had 52 journalists from top publications and many financial advisors attend this week's Webinar for Top Mutual Funds. Attending publications include:

  • Associated Press
  • Barrons
  • Bloomberg News
  • Bottom Line
  • Business Week
  • CNBC
  • Daily Finance
  • Blogging Stocks
  • Debt Wire
  • Dow Jones
  • Forbes
  • Fortune
  • Fox Business
  • Wall St. Jnl. Radio
  • Freelance
  • Investment Advisor
  • Investment News
  • Investors Business Daily
  • Kiplinger's
  • Louis Rukeyser's Mutual Funds
  • Marketwatch
  • MFWire
  • MSN/Money
  • MutualFundSmarts.com
  • Nightly Business Report
  • Omaha World Herald
  • On Wall Street
  • Reuters
  • S&P
  • SmartMoney
  • TheStreet.com
  • Ticker
  • Wall Street Journal

Presenters include:

  • Randall Greer First Focus Core Equity Fund
  • Chris Rowane Huntington Mid Corp America Fund
  • Barry James James Balanced Golden Rainbow Fund
  • Ron Sugameli New Century Alternative Strategies Portfolio
  • Mark Denkinger Principal High Yield Fund

A replay can be found here.

Email us if you want information on participating in our next Webinar.

5/5/2009 Schwab Funds Results

On May 5, 2009, Schwab re-launched its mutual fund family. As part of the integrated marketing effort surrounding this announcement, Schwab hosted a press briefing for reporters in NYC.

Forty-seven reporters attended from a variety of publications. Broadcast, print, online video, online, radio, magazines, newspapers and more participated! In addition, a number of impromptu interviews took place before and after the event. For example, two freelance contributors of radio content to NPR conducted interviews prior to the event with three executives.

This recap contains a list of reporters who attended the event and a list of additional interviews arranged by SunStar in addition to the event.

47 reporters from the following publications attended the event:
  • Money
  • Fortune
  • Thomson Reuters
  • Bank Investment Consultant
  • BusinessWeek
  • Freelance
  • AP
  • Financial Planning
  • Forbes
  • Barron's
  • Crain's New York Business
  • Wall Street Journal
  • The Wall Street Journal Digital Network
  • Nikkei Newspaper
  • SmartMoney
  • Investment Advisor
  • MutualFundSmarts.com
  • Ignites
  • SNL Financial
  • The Daily Finance
  • Money Management Executive
  • Enterprise & Industry Historic Research
  • Bloomberg News
  • The Wall Street Journal Radio
  • Fund Action
  • Standard & Poor's
  • Yahoo! Tech Ticker

27 one-on-one print and TV interviews for Schwab executives were set up with the following publications:

  • Fund Action
  • Ignites
  • Morningstar
  • Investment News
  • MFWire.com
  • Barron’s
  • CNBC Power Lunch
  • Forbes.com
  • Morningstar
  • FoxBusiness.com
  • CNBC’s Squawk on the Street
  • TheStreet.com
  • CNNMoney
  • The Wall Street Journal Digital Network
  • Fox Business Channel
  • The Wall Street Journal Radio
  • Yahoo! TechTicker VIDEO
  • CNBC’s Closing Bell – LIVE at 3 p.m.
  • Fortune
  • Wall Street Journal
  • Financial Planning
  • AP – Video Interview, “Your Money”

12/3/08 SunStar/Lipper Results

Results: 41 reporters attended, including a CNBC camera to conduct live interviews.

Journalists from the following publications covered the event:
  • Associated Press
  • Bloomberg News
  • Bloomberg Radio
  • Bloomberg TV
  • Business Week
  • Consumer Reports
  • Dow Jones News
  • Forbes
  • Fortune
  • Fox Business Channel
  • FoxBusiness.com
  • Fund Action
  • Investment Advisor
  • MarketWatch
  • Money Management Executive
  • MSN Money
  • MFWire.com
  • MutualFundSmarts.com
  • Nikkei Newspaper
  • Reuters
  • Smart Money
  • Smart Money Online
  • Standard & Poors
  • Washington Post
  • Various freelance journalists
Participants:
  • Thomson Reuters, Ashwani Kaul
  • AHA Limited Maturity Fixed Income Fund (AHLFX) - Rod Olea
  • Huntington Mortgage Securities Fund (HUMSX) - Bill Doughty
  • Principal MidCap Blend Fund (PEMGX) - Tom Rozycki
  • Putnam Tax-Free High Yield Fund (PTHAX) - Thalia Meehan
  • Timothy Plan Large/Mid-Cap Value Fund (TLVAX) - David Spika
  • Touchstone International Growth Fund (TAIMX) - Jim O'Leary

8/19/2008 SunStar Lipper Leaders results

Check out the results from our recent SunStar Lipper Leaders Press Briefing.

Results: 61 reporters attended, including a CNBC camera to interview at the event. Publications that were represented at the event include the following:

  • The Wall Street Journal

  • Investors Business Daily

  • Marketwatch

  • Money Management Executive

  • Dow Jones News

  • CNBC Don Hodges David James

  • Financial Week

  • Washington Post

  • Louis Rukeyser's Mutual Funds

  • BusinessWeek

  • Forbes

  • SmartMoney

  • Barron’s

  • Best Life Magazine

  • SNL Financial

  • Bloomberg News

  • FoxBusiness.com

  • Pensions & Investments

  • Standard & Poor’s

  • MutualFundWire

  • TheStreet.com

  • Financial Planning

  • Associated Press

  • Defined Contribution News

  • Consuelo Mack Wealth Track

  • High Yield Report

  • Reuters

  • Nikkei Newspapers

  • Various freelance reporters

Participants:

  • Ashwani Kaul --Reuters Estimates S&P 500: recap and predictions

  • Robert Schaeffer --Becker Value Equity Fund: Unearthing Value Opportunities in the Market
  • Anton Schutz -- Burnham Financial Industries Fund: The Financial Sector – Positioning Past the Crisis

  • Kent Croft -- Croft Value Fund: Generating Value Investing Ideas

  • Don Hodges -- Hodges Fund: Tale of Two Markets: The Haves and the Have Nots

  • David James -- James Golden Rainbow Fund: Dealing with the Bear

  • Robert S. Bacarella -- Monetta Fund: Identifying Changing Expectations (“ICE” Method)

  • Dan Coleman -- Principal SAM Conservative Growth Portfolio

4/16/2008 SunStar Lipper Leaders results

Check out the results from our recent SunStar Lipper Leaders Press Briefing.

Results: 48 reporters attended. In addition, CNBC, TheStreet.com, Louis Rukeyser's Mutual Funds and Yahoo! TechTicker brought cameras to interview our participants live. Bloomberg Radio was also there conducting interviews. Click on the links below to read some of the coverage that happened within 3 days. Additional coverage has resulted since. Publications that attended the event include the following:

-The Wall Street Journal
-Investment Advisor Magazine
-International Herald Tribune
-Money Management Executive
-Dow Jones
-Dow Jones News
-CNBC link 1 link 2

-New York Daily News
-US News & World Report
-Louis Rukeyser's Mutual Funds
-Investment News
-Worth
-SmartMoney
-Kiplinger’s
-Bloomberg TV
-Bloomberg Radio
-Bloomberg News
-FoxBusiness.com
-Yahoo! TechTicker
-Barron’s Online
-Standard & Poor’s
-MutualFundWire
-TheStreet.com link 1 link 2 link 3
-Fund Action
-Hedge World
-Financial Planning
-Associated Press
-Defined Contribution News
-Consuelo Mack Wealth Track
-High Yield Report
-Reuters
-Nikkei Newspapers
-Various freelance reporters


Participants:
Ashwani Kaul
Reuters Estimates S&P 500: recap and predictions
Stephen Goddard
AFBA Five Star Balanced Fund: AFBA 5Star Balanced Fund Strategy
Dan Chung
Alger Mid Cap Growth Institutional Fund: Themes in Mid Cap Equity Investing
Arieh Coll
Eaton Vance Tax-Managed Multi-cap Growth Fund: Multiple Reasons for Multi-cap Stocks
Todd L. McAllister
Heritage Mid Cap Stock Fund: Why mid-cap is still the “sweet spot”
Patrick Gundlach
Marshall Small Cap Growth Fund: Finding Growth in Small Caps
Brian Placzek
Principal High Yield Fund II: Consistent Long-term Approach
Jeffrey Knight
Putnam Asset Allocation Growth Portfolio
Jeff Markunas
RidgeWorth Large Cap Core Equity Fund: Introducing IronOak Advisors: Core Equity Sub-advisor to the RidgeWorth Funds

11/13/07 SunStar Lipper Leaders results

Check out the results from our recent SunStar Lipper Leaders Press Briefing. Click here for the video.

Results: 41 reporters attended. In addition, CNBC and TheStreet.com brought cameras to interview our participants live. Publications attending included:
  • Wall Street Journal
  • Dow Jones News
  • Standard and Poors
  • International Herald Tribune
  • Smart Money
  • Mutual Fund Wire
  • Wealth Manager Magazine
  • Fortune Magazine
  • Crains New York
  • CNBC
  • Investor's Business Daily
  • US News and World Report
  • Bloomberg News
  • TheStreet.com
  • Fund Action
  • Hedge World
  • Forbes
  • Financial Planning
  • Associated Press
  • Defined Contribution News
  • Consuelo Mack Wealth Track
  • High Yield Report
  • Reuters
  • Nikkei Newspapers
  • Various freelance writers

Participants:

  • Ashwani Kaul
    Reuters Estimates
    S&P 500: recap and predictions
  • Adam Sheer
    Roosevelt Anti-Terror Multi-Cap Fund
    Tackling the next thing in socially screened investing
  • Tom Laming
    AFBA 5Star Science & Technology Fund
    Profiting from science
  • Michael Corelli
    Allianz OCC Opportunity Fund; C
    Thematic investing in small caps
  • Sam Lieber
    Alpine International Real Estate Equity Fund
    Opportunities for investing in global property stocks
  • Neil Hennessy
    Hennessy Focus 30 Fund
    Quantitative, non-emotional investing
  • Greg Hopper
    Julius Baer Global High Income Fund
    Global high-yield opportunities
  • Michael Finnegan
    Principal LifeTime 2020 Fund (Institutional)
    Principal date: It's your father's pension plan

06/07/07 SunStar Charles Schwab Inv. Mgmt. results

Participants:

  • Evelyn Dilsaver
    President and CEO, Charles Schwab Investment Management
    Welcome and introductions; overview of CSIM
  • Greg Forsythe Senior Vice President
    Schwab Equity Ratings
    Overview of Schwab Equity Ratings and their use in mutual funds
  • Jeff Mortimer
    Senior Portfolio Manager and Chief Investment Officer, Equities
    Market commentary and overview of Schwab and Laudus actively-managed equity funds
  • Caroline Lee
    Portfolio Manager, Laudus International MarketMasters Fund
    International market commentary and
    overview of Laudus International MarketMasters Fund
  • Kim Daifotis
    Senior Portfolio Manager and Chief Investment Officer, Fixed Income
    Economic commentary, bond market outlook and Schwab’s fixed income funds
  • Katrina F. Sherrerd
    Principal, Strategic Planning and Affiliate Relations Research Affiliates, LLC
    Principles of the Fundamental Index
  • Jim Sempere
    Managing Director, Real Estate Investments
    Global real estate commentary and an overview of the Schwab Global Real Estate Fund
  • Steve Dean
    Director of Strategy Analysis, AXA Rosenberg
    International small and mid cap market commentary

Results:
42 reporters from the following:

  • Business Week

  • Associated Press

  • Smart Money

  • Washington Post

  • Wall Street Journal

  • Investors Business Daily

  • Ignites.com

  • TheStreet.com

  • Bloomberg News

  • Reuters

  • Hedge World

  • Dow Jones News

  • Money Management Executive

  • Nikkei Newspaper

  • Institutional Investor

  • The Daily Record

  • Worth

  • Bloomberg TV

  • Consuelo Mack Wealth Track

  • Wall Street Transcript

  • Standard and Poors

  • Mutual Fund Wire

  • Kiplinger’s

  • Bloomberg

  • Investment News

  • Bond Buyer

  • Forbes

  • Several freelance financial journalists

05/01/07 SunStar Lipper Leaders results

Participants:

  • Ashwani Kaul... Reuters Estimates... Lipper research
  • Adriana Posada... American Beacon Large Cap Value Fund... Value investing
  • Kent G. Croft... Croft-Leominster Value Fund... Value investing
  • Lewis Piantedosi... Eaton Vance Large-Cap Growth Fund... Investments for an increasingly volatile environment
  • Mark Coffelt... Empiric Core Equity Fund... Finding the "sweet spot"
  • Don Hodges... Hodges Fund... Going where the action is
  • Shigeki Makino... Putnam Global Equity Fund... Values in old economy industries levered emerging markets
  • Michael E. Jones... Touchstone Value Opportunities Fund... Opportunities in value

Results:
35 reporters from the following publications including:

  • Fortune
  • Business Week
  • Associated Press
  • Smart Money
  • Washington Post
  • Wall Street Journal
  • MSN Money
  • Investors Business Daily
  • Ignites.com
  • Crains NY Business
  • TheStreet.com
  • Bloomberg News
  • Reuters
  • Hedge World
  • Dow Jones News
  • Money Management Executive
  • Fox News Channel
  • Nikkei Newspaper
  • Bloomberg Radio
  • Several freelance financial journalists

01/09/07 SunStar Lipper Leaders results

Participants:
  • Ashwani Kaul... Reuters Estimates... Lipper research
  • Horacio Valeiras... Allianz NACM International FundA... Bottom-up Tour of the World
  • Reiner Triltsch... Excelsior International Fund... International Investing
  • Paul Koscik... Huntington Rotating Markets Fund... How Rotation Among Market Segments Can Enhance Returns
  • Ryan Jacob... Jacob Internet Fund... Opportunities in Internet Investing
  • Andrew Acheson... Pioneer Independence Fund... Opportunistic but Disciplined Growth Investing
  • Juliet Cohn... Principal Investors Diversified International Fund... Diversified Solution to International Investing
  • Nina Hughes... RiverSource Global Technology Fund... Discovering Global Opportunities in Technology

Results:

38 reporters from the following publications:

  • The Wall Street Journal
  • Barron's
  • Smart Money
  • Mutual Fund Wire
  • The Daily Record
  • Bloomberg
  • Enterprise & Industry
  • Historic Research
  • Bloomberg TV
  • Reuters
  • Fortune
  • NY Daily News
  • CNBC
  • Wealth Manager Magazine
  • Marketwatch.com
  • ETFR
  • Forbes
  • Financial Times
  • Money
  • EuroMoney
  • Associated Press
  • The Street.com
  • Investment News
  • Dow Jones News
  • Money Management Executive
  • Several freelance financial journalists