
Had a number of manager changes between 2004 and March 2008.Current managers don't have a long record running this type of fund.Current duo has mixed record on this fund so far.Flexible mandate gives managers freedom to choose whatever seems most appealing, without following peers or
Has had a number of manager changes beginning in 2004, the most recent in March 2008.Current managers don't have a long record running this type of fund.Unimpressive performance for the three years prior to 2009.Expense ratio has risen sharply since 2007.Flexible mandate gives managers freedom to
Fund Spy columns evaluated the prospects for two fairly prominent funds-- Janus Worldwide JAWWX and Salomon Brothers Capital SACPX --that had seen longtime managers leave. In both instances, though, the new solo managers had served as comanagers at the
big money is? Well, this time, there's a twist. Ross Margolies, who has been lead manager of Salomon Brothers Capital SACPX since the beginning of 1995, had been running hedge funds for Citigroup C (parent of the advisor to Salomon Brothers and Smith
broaden their horizons. Why Buy Debt? Since late 2001, managers Ross Margolies and Rob Donahue of Salomon Brothers Capital SACPX have been adding conventional debt and convertible securities to their portfolio. In fact, as of Sept. 30, 2002, a convertible
Salomon Brothers Capital Fund has come down to earth, but it remains a worthwhile choice. This fund is one of the more-flexible offerings around, and thus classifying it isn't simple. It's in the mid-cap value category because in the late 1990s, with the markets getting pricey, managers Ross
high-yield accounts in the 1980s, and he's done a great job picking stocks in the all-equity Salomon Brothers Capital SACPX , which he's run since 1995. Margolies uses all those securities to tone down volatility rather than to get huge returns
a great long-term record at all-equity Salomon Brothers Capital SACPX . This fund's occasionally large equity-exposure makes it less appropriate ..... talented stock-picker, also runs the successful Salomon Brothers Capital SACPX fund.CoreCore
Ross Margolies, lead manager of Salomon Brothers Capital sacpx , and John Cunningham, who directs Salomon Brothers Investors ..... of successful sibling funds such as Salomon Brothers Capital sacpx , pick stocks in their own sectors, and make buy-and-sell
only strengthened my confidence in them. That said, here are three we like, and three we don't. Salomon Brothers Capital SACPX Here's a fund that many of you might not have heard of, but it's a consensus pick among my colleagues. The fund is unique