Author: Ticker Magazine
123jump.com
Last Update: 2:14 PM EDT May 24 2007

Click here to view the detailed PDF version

Jay L. Rosenberg		“Industry expertise is crucial because we aim to understand the increasingly complex companies better than our peers. We also dig into companies that are not widely followed by the Street as that knowledge provides first-strike capacity.”		John G. Wenker
		First American Real Estate Secs Fund

Although John Wenker manages a portfolio that invests only in real estate, his goal is to build a balanced portfolio diversified across property types and driven mainly by stock selection. He believes that the long-term success in the REIT space is driven by industry expertise, a bottom-up approach that requires hard work on each name, and a focus on quality.