top of page

"Top Benjamin F. Edwards gatekeeper to mid-cap managers: Keep up!"

Eva Thomas from Citiwire talks with discusses the FullerThaler Behavioral Mid-Cap Value fund with SVP Joanne Welker





"FullerThaler has $24bn in AUM and focuses on behavioral finance, which is the idea that psychological aspects influence the behavior of financial analysts and investors. Welker liked that the FullerThaler Behavioral Mid-Cap Value fund capitalizes on investors overreacting to a company’s bad news."


The thoughts and opinions expressed in the article are solely those of the author. The discussion is designed to provide a reader with an understanding of how the Fund's investment adviser manages the Fund's portfolio.


17964293-UFD-03082024



Comments


Recent Posts
bottom of page