San Francisco RIA is knockin'em dead in mutual fund land
Gissen invests in small companies, focuses on communication with executives
Related Moves
Morgan Stanley wants more Barron's Top Advisors so it poached Barron's 'Top Advisor' insiders, which says as much about the wirehouse as the publishing house
The wirehouse knows that no big firm owner puts phone calls from Sterling Shea or Alison Rooney on hold, and it's willing to hire and train them to fit new jobs
January 5, 2021 at 4:06 AM
realplanner
A 61% drawdown necessitates a 156% increase to get back to even – only 44% to go. So why is this guy so interesting other than the fact that he has a Counting Crow as a client?
ZPlanner
If I had lost “over 61%” in my clients’ equity portfolios in 2008, I would not have very many clients left with me. Certainly, I would not have brought in as many new assets this year as I already have. I guess that one way to manage a $5myn mutual fund is to start with $7myn.
Thom Calandra
I have traveled with Malcolm and Marshall — kicking rocks at silver mines in Mexico … and other stuff. They are true mensches (sp?), and for an Italian boy from Brooklyn NY who lives in Tiburon CA, that … sounds … good.
Thom (www.tickertrax.com)
Scott Horton
Knocking them dead? check out their returns the past few years, yeesh!
