May 29, 2013

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 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
  • ThomsonReuters

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