Beyond Bulls & Bears

Meet the Manager: Heather Arnold

Meet the Manager: Heather Arnold

My father sparked my interest in the mutual fund industry while I was just in high school. He was a keen follower of companies and stocks, and he liked to discuss them at the dinner table. I went with him to a Templeton shareholder meeting years before I worked for the company.

Meet the Manager: James Harper

Meet the Manager: James Harper

Being based in the Bahamas, I’m somewhat separated from the emotional turmoil that comes with the frenetic trading of Wall Street, and that can be a good thing. I don’t get distracted by the day-to-day noise of the markets.

Active Opportunities in a Passive World

Active Opportunities in a Passive World

To stay in line with benchmark allocations, passive funds buy more of the stocks that get bigger while selling the stocks that shrink. By doing so, they are perpetually rotating away from cheaper stocks that have underperformed and into more expensive stocks with limited upside potential.