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

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

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