Benjamin Shepherd

Benjamin Shepherd is a recognized exchange-traded fund (ETF), mutual fund and stock expert with an extensive background analyzing time-tested funds, including their managers and strategies. Ben looks for investments that have proven themselves in both bull and bear markets. Ben also specializes in covering emerging markets, pinpointing the most dynamic investments in developing nations for market-beating growth.

Ben is an analyst for Global Income Edge and regularly contributes to Personal Finance, Investing Daily’s flagship product. 

Analyst Articles

Managed with an eye towards total returns, CM Focus Fixed Income should prosper over the long term--and a relatively low expense ratio further bolsters returns. Although the fund likely will lag in bull markets, it offers significant downside protection when conditions sour. Read More

Index funds have been available to mutual fund investors for years, but exchange-traded funds (ETF) are giving them a run for their money by offering lower expenses and broader exposure. While Matthews China (MCHFX) remains one of our favorite actively managed funds, here’s our favorite Asia index ETF. Read More

In the world according to Rukeyser, fund manager changes are rarely a good thing. And when the departing manager is Bill Fries, longtime manager of Thornburg Value (TVAFX) and one-time winner of Morningstar's International Manager of the Year award, you can expect a lot of folks to head for the door. But there's little cause for concern in this case. Read More

This should be an excellent year for investors, particularly those whose portfolios remain well diversified. But just because the markets are up doesn’t mean that disciplined long-term investors should abandon selectivity. Read More

We’ve mentioned or profiled more than 150 companies over the past year and, though we’ve had our fair share of gains and losses, the winners take the day almost three to one. Read More