NAAIM
203 West Franklin Street
Centerville, OH 45459
Phone: 937-434-5697 or 866-401-ADVR
Fax 937-434-6548
Email: Bill@401advisor.com
Centerville, OH 45459
Phone: 937-434-5697 or 866-401-ADVR
Fax 937-434-6548
Email: Bill@401advisor.com
401 Advisor, LLC
National Association of Active Investment Managers
Press Contact: Gerry Wisz
GW Communications
gerry@gwcom.biz; (201) 280-2816
NAAIM Recognizes Trendsetters for 2009
Littleton, Colorado – May 21, 2009 - The National Association of Active Investment
Managers (NAAIM) is proud to recognize the NAAIM Trendsetters for 2009. The
Trendsetter designation recognizes managers who consistently
participate in the weekly NAAIM That Trend Survey of Manager
Sentiment conducted by the association since July of 2006.
Recognized as Trendsetters in 2009 are:
- 401advisor.com – William DeShurko - www.401advisor.com
- Active Investment Management – Dave Wagner
- Applegate Investment Management – James Applegate - www.aimria.com
- Barack Capital Management – William Barack - www.barackcapitalmanagement.com
- Belding Financial Resources – David Bleding - www.bfrinvest.com
- Bills Asset Management – Bo Bills - www.billsasset.com
- Capital Cities Asset Management – Ron Rowland - www.ccam.com
- Clausen Capital Management – George Clausen - www.clausencap.com
- Couture Financial, Inc. - Phil Couture - www.couturefinancial.com
- Fulkerson Capital Management – David Fulkerson - www.davefulkerson.net
- Harvest Advisers – Sean Cook - www.harvestadvisers.com
- Hepburn Capital Management – Will Hepburn - www.HepburnCapital.com
- Heritage Capital – Paul Schatz - www.investfortomorrow.com
- Hg Capital Advisors – Ted Lundgren - www.HgAdvisors.com
- Holbrook Global Strategies – Richard Holbrook - www.holbrookglobal.com
- Lee Harris Capital Management – Lee Harris - www.harris-capital.com
- Lyons Fund Management – John Lyons
- MDP Associates – Mark Pankin - www.pankin.com
- Miami Valley Portfolio Management – Kent Behnken - www.behnkenfinancial.com
- Orr Financial - Buck Orr - www.orrfinancial.com
- Price Capital Management – Michael Price
- Scarecrow Trading – Len Fox - www.scarecrowtrading.com
- Sojourn Financial Strategies – Steven Landis - www.sojournfs.com
- Special Risk Capital Management – Thomas Hamilton
- Tango Capital Management – Victor Vuskalns - www.tangollc.com
- Wall & Company – Warren Wall - www.wallco.com
"Sentiment indicators are widely used to monitor investor confidence in financial markets,"
explained Will Hepburn, NAAIM chairman and originator of the NAAIM that Trend
Indicator. "But NAAIM That Trend is a very different indicator because it tracks
investment managers who actively manage assets by staying in sync with market trends.
The NAAIM indicator is designed to provide the active manager's view of market direction
and risk."
NAAIM member firms - active investment managers - are asked each week to provide a
number which represents their overall level of equity investments. NAAIM that Trend”
data is posted to the NAAIM website at www.naaim.org each Thursday and contrasted
with a plot of the S&P 500 to show the relationship between the managers’ investment
positions and the broad market. NAAIM member responses can range from 200%
(leveraged long) to -200% (leveraged short).
The information on the website also shows the standard deviation, or variance in the
managers’ responses. Because members use several different proprietary strategies to
manage client assets, there can be a considerable range of responses. Particularly
interesting, says Hepburn, is when the level of agreement is high as to the market’s
trend.
The National Association of Active Investment Managers (NAAIM) was formed in 1989 as
a non-profit association of registered investment advisers who provide active money
management services to investors. NAAIM includes more than 140 member firms
nationwide, managing an estimated $14 billion. The association's website is
www.naaim.org.
Press Contact: Gerry Wisz
GW Communications
gerry@gwcom.biz; (201) 280-2816
NAAIM Recognizes Trendsetters for 2009
Littleton, Colorado – May 21, 2009 - The National Association of Active Investment
Managers (NAAIM) is proud to recognize the NAAIM Trendsetters for 2009. The
Trendsetter designation recognizes managers who consistently
participate in the weekly NAAIM That Trend Survey of Manager
Sentiment conducted by the association since July of 2006.
Recognized as Trendsetters in 2009 are:
- 401advisor.com – William DeShurko - www.401advisor.com
- Active Investment Management – Dave Wagner
- Applegate Investment Management – James Applegate - www.aimria.com
- Barack Capital Management – William Barack - www.barackcapitalmanagement.com
- Belding Financial Resources – David Bleding - www.bfrinvest.com
- Bills Asset Management – Bo Bills - www.billsasset.com
- Capital Cities Asset Management – Ron Rowland - www.ccam.com
- Clausen Capital Management – George Clausen - www.clausencap.com
- Couture Financial, Inc. - Phil Couture - www.couturefinancial.com
- Fulkerson Capital Management – David Fulkerson - www.davefulkerson.net
- Harvest Advisers – Sean Cook - www.harvestadvisers.com
- Hepburn Capital Management – Will Hepburn - www.HepburnCapital.com
- Heritage Capital – Paul Schatz - www.investfortomorrow.com
- Hg Capital Advisors – Ted Lundgren - www.HgAdvisors.com
- Holbrook Global Strategies – Richard Holbrook - www.holbrookglobal.com
- Lee Harris Capital Management – Lee Harris - www.harris-capital.com
- Lyons Fund Management – John Lyons
- MDP Associates – Mark Pankin - www.pankin.com
- Miami Valley Portfolio Management – Kent Behnken - www.behnkenfinancial.com
- Orr Financial - Buck Orr - www.orrfinancial.com
- Price Capital Management – Michael Price
- Scarecrow Trading – Len Fox - www.scarecrowtrading.com
- Sojourn Financial Strategies – Steven Landis - www.sojournfs.com
- Special Risk Capital Management – Thomas Hamilton
- Tango Capital Management – Victor Vuskalns - www.tangollc.com
- Wall & Company – Warren Wall - www.wallco.com
"Sentiment indicators are widely used to monitor investor confidence in financial markets,"
explained Will Hepburn, NAAIM chairman and originator of the NAAIM that Trend
Indicator. "But NAAIM That Trend is a very different indicator because it tracks
investment managers who actively manage assets by staying in sync with market trends.
The NAAIM indicator is designed to provide the active manager's view of market direction
and risk."
NAAIM member firms - active investment managers - are asked each week to provide a
number which represents their overall level of equity investments. NAAIM that Trend”
data is posted to the NAAIM website at www.naaim.org each Thursday and contrasted
with a plot of the S&P 500 to show the relationship between the managers’ investment
positions and the broad market. NAAIM member responses can range from 200%
(leveraged long) to -200% (leveraged short).
The information on the website also shows the standard deviation, or variance in the
managers’ responses. Because members use several different proprietary strategies to
manage client assets, there can be a considerable range of responses. Particularly
interesting, says Hepburn, is when the level of agreement is high as to the market’s
trend.
The National Association of Active Investment Managers (NAAIM) was formed in 1989 as
a non-profit association of registered investment advisers who provide active money
management services to investors. NAAIM includes more than 140 member firms
nationwide, managing an estimated $14 billion. The association's website is
www.naaim.org.
©2009 401 Advisor, LLC. All rights reserved.
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We value your privacy. Your information
is kept secure and confidential. If you
have any questions, please feel free to
contact us.