Christine Benz
![Christine Benz](/assets/img/authors/unknown.jpg)
Christine Benz
longest phenomenal pure
He has one of the longest records, he's more a pure quant investor, ... He's got a phenomenal record.
fidelity management top view
Some at Fidelity in top management view it as a concern.
worst year
It's the worst year in a big way.
rack records
They rack up records and don't get noticed.
companies fund mutual retail retain starting trend vehicles weapon
I would say it's a dueling trend that retail mutual fund companies are starting hedge fund like vehicles to retain that talent. That is a weapon in a fund company's arsenal.
classic lousy picked quarter rotation time
It's a classic rotation away from everything that did well in 1998 and the first quarter of 1999. Everything that did lousy in that time has picked up.
assets funds gets good investment plenty vehicles
They're not chartbusters, and that's what gets funds noticed, ... (But) there are plenty of funds that haven't garnered a lot of assets and are good investment vehicles all the same.
component dividends total
Dividends can be a significant component of total return.
beginning best huge performers run worst
It is a huge run right in the beginning of the year. Some of the best performers are on the 'Who's Who list' of the worst of 2000.
growth hearing managers might move opportunity portfolio stocks taking
We're hearing from a lot of value-oriented managers that they're taking this opportunity to move into stocks with growth prospects. My goodness, Cisco is in the portfolio right now, which isn't something that Windsor shareholders might be expecting.
particular
The predicament is not particular to (Janus) in any way.