The Honor Roll

With its annual Honor Roll, Forbes strives to find the funds, and managers, who have proved they can grow -- and preserve -- assets across entire market cycles. The 2008 Honor Roll class has a very familiar look, driving home the point that consistency of performance is a big part of its selection p...

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Bibliographic Details
Published in:Forbes 2008-09, Vol.182 (4), p.120
Main Author: Heuslein, William
Format: Magazinearticle
Language:English
Subjects:
Asset management
Manycompanies
Mutual funds
Ratings & rankings
Online Access:Get full text
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Summary:With its annual Honor Roll, Forbes strives to find the funds, and managers, who have proved they can grow -- and preserve -- assets across entire market cycles. The 2008 Honor Roll class has a very familiar look, driving home the point that consistency of performance is a big part of its selection process. Six of the ten funds from last year's lineup make repeat appearances. Keeley Small Cap Value Fund tops its chart in 2008, pulling ahead of its fellow Honor Roll classmate out of Chicago, the Bruce Fund. John Keeley has a keen eye for restructuring plays and companies in transition and has done well recently with Walter Industries and Petrohawk Energy. Newer additions to his portfolio include Hil-Rom Holdings, which makes hospital beds, and pharmacy manager PharMerica. Mairs & Power Growth shows up for the fourth year in a row. What distinguishes the Honor Roll from many other rankings is its emphasis on consistency.
ISSN:0015-6914
2609-1445