Magazine

Resume: Marilyn Holt-Smith & Kristin Yates


Respectively 48 and 42, both portfolio managers and owners at Holt-Smith & Yates Advisors, Madison, Wis.

FOUNDED

1987

ASSETS

$750 million firmwide. New sub-advisers for $100 million no-load Managers Funds-Capital Appreciation Fund

YEAR-TO-DATE RETURNS

18.74% 10-year return, vs. the 9.62% gain in the Dow Jones Large-Cap Growth Index

INVESTMENT STYLE

Concentrated, large-cap growth stocks with market caps of $2 billion and up


The Good Business Issue
LIMITED-TIME OFFER SUBSCRIBE NOW
 
blog comments powered by Disqus