67 WALL STREET, New York - May 20, 2014 - The Wall Street Transcript has just published its Investing Strategies Report. This special feature contains expert commentary through in-depth interviews with highly experienced Money Managers. The full issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.
Topics covered: Cyclical Sectors, Exposure to Emerging Markets - Value Oriented Strategy - High-Quality Companies - Dividend-Paying Stocks - Capital Appreciation - Global Macro Trends - Investment Risk Management Strategies - Long-Term Investing
Companies include: W.W. Grainger, Inc. (GWW), Tiffany & Co. (TIF), Johnson & Johnson (JNJ) and many others.
In the following excerpt from the Investing Strategies Report, an experienced portfolio manager and asset management company executive discusses her firm's investing methodology and her outlook for investors:
TWST: Please begin with an overview and brief history of Haverford Trust Company.
Ms. Wietlisbach: Haverford Trust was founded in 1979 on the notion and idea of providing a very high-quality investment product with very high-quality service. We were originally founded as a registered investment adviser and added trust powers in 1985.
Today we are a state chartered trust company. We have more than $7 billion in assets under management or consultation, and we still follow the quality investing philosophy that our firm was founded on coupled with a very high-quality level of service for our clients.
TWST: Can you also share your own career highlights and the steps that led you to your present position as the firm's President?
Ms. Wietlisbach: For approximately seven years prior to joining Haverford in 1992, I worked at Meridian Bank. I was in the retail system, and then I was in private banking. I came to Haverford in 1992 originally as a Portfolio Manager, but also as a member of the Executive Committee, and I have been on the Executive Committee for 22 years.
I spent the majority of my time primarily as a Portfolio Manager and running the company from a high level point of view. Six years ago I was promoted to President...
For more of this interview and many others visit the Wall Street Transcript - a unique service for investors and industry researchers - providing fresh commentary and insight through verbatim interviews with CEOs, portfolio managers and research analysts. This special issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.
- Investment & Company Information