Many investors regard small-cap stocks as highly volatile growth plays, but this broad category is far more variegated than this stereotype would suggest. Read More
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
As we head into both a new decade and a new normal, don’t forget that the traditional rules of the road still apply. Read More
These are the top funds in five major categories, ranked according to three-year returns. Read More
The US-registered Amana Income (AMANX) is Sharia-compliant, meaning that it's specifically designed for investors seeking a fund that trades in accordance with Islamic principles. Read More
Managers of start-up funds are usually as green as the funds themselves. But here’s one new offering that boasts a veteran manager who’s already established himself as one of the industry’s greats. Read More
Ariel Appreciation (CAAPX) is celebrating its 20th anniversary this year, but when we sat down with John and new portfolio manager Timothy Fidler, the two focused on their investment strategy and favorite themes--not the fund’s track record of success. Read More
This month we look at smaller funds that lack the higher profiles and huge asset bases that characterize the big shops' offerings, but still manage to outperform thanks to rigorous research and their managers' stock-picking acumen. Read More
Even as the economy continues to show signs of recovery, businesses remain reticent to expand payrolls. Instead, they’re investing in new technology and solutions to enhance the productivity of their existing workforces. Read More
An improved regulatory system is all well and good, but it should do more than just pay lip service to investor protection. Read More
These are the top funds in five major categories, ranked according to three-year returns. We primarily consider funds with managers in place for at least three years; the only exceptions are managers with at least three years’ experience in a similar capacity. We don’t rank funds with front or back-end… Read More