Author: Andy Hagans

Should You Fire Your Financial Advisor?

Published on . Posted in News

As financial advice becomes easier to access and new technologies threaten to make the traditional advisor model obsolete, many investors are wondering if it makes more sense to go it alone. Providing a universal answer to this question is impossible. It depends on the exact financial situation as well as level of interest -- but we can provide some general guidance. Continue reading →

Interview with Mark Roach, Lead Portfolio Manager of the Dreman Contrarian Small Cap Value Fund

Published on . Posted in Interviews and tagged ,

Fund Reference editor in chief Andy Hagans recently interviewed Mark Roach, lead portfolio manager of the Dreman Contrarian Small Cap Value Fund (DRISX/DRSVX). Prior to joining Dreman, Mr. Roach was a portfolio manager at Vaughan Nelson Investment Management. The interview was completed over email, in June of this year. Continue reading →

Interview with John Riddle, Chief Investment Officer at BRC Investment Management

Published on . Posted in Interviews and tagged ,

Fund Reference editor in chief Andy Hagans recently interviewed John R. Riddle, managing principal and chief investment officer at BRC Investment Management, advisor for BRC Funds. Mr. Riddle is the author of the academic research that formed the basis of BRC's investment philosophy, and which is integrated into the management of the BRC Large Cap Focus Equity Fund (BRCIX). The interview was completed over email, in June of this year. Continue reading →

Interview with Henrik Strabo, Rainier’s Head of International Investments

Published on . Posted in Interviews and tagged ,

Fund Reference editor in chief Andy Hagans recently interviewed Henrik Strabo, head of international investments at Rainier Investment Management, advisor for Rainier Funds. Mr. Strabo previously served as managing director of global emerging markets for Rogge Capital. The interview was completed over email, in May and June of this year. Continue reading →