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IN THE NEWS
(click on underlined
titles below to read the articles)
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April 2007, INSTITUTIONAL INVESTOR
"BANKING ON BETTER DAYS -- Diversified revenue streams are the key to surviving a harsh interest rate environment", by
Eric Uhlfelder
(article available upon request)
ARTICLE ABSTRACT: This article quotes Raymond Stewart of RASARA Strategies speaking about investing in bank stocks. The magazine notes that,
"RASARA has generated 5-year annualized returns in excess of 10.5 percent, outpacing the S&P 500 by 3.8 percentge
points."
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December 18, 2006, BARRON'S
"DON'T BANK ON IT", by Neil
Martin
(article available upon request)
ARTICLE ABSTRACT: In this profile on New York Community Bancorp
(NYB), Raymond Stewart is quoted discussing why RASARA Strategies is an
investor.
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October 19, 2006, Bloomberg TV -- "In Focus" segment
interview
TRANSCRIPT OF RAYMOND
STEWART INTERVIEW about regional bank stock acquisitions to diversify
revenue streams
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August 14, 2006, Dow Jones Newswire -- money manager profile
RASARA DIGS FOR GEMS IN US BANKING INDUSTRY
(article available upon request)
ARTICLE ABSTRACT: In this feature profile on RASARA Strategies and its chief investment officer Raymond Stewart, Dow Jones Newswire looks into RASARAs unique approach to bank stock sector investing that has enabled the firm to outperform both the S&P 500 Index and banking sector indices.
As the article reports, Stewart hunts for undervalued banks that get steady streams of income from fees, which partially insulates their profits from interest-rate pressures. What helps set RASARA apart, however, is its search for banks that play niche roles. Examples of holdings in the RASARA portfolio are discussed. Mr. Stewart talks about banks with good franchises, a high-growth bank that has enjoyed explosive profit growth, and a bank with strong branch networks in fast-growing metropolitan areas.
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August 11, 2005 money manager interview at 123Jump.com
FINDING GROWTH IN A
NON-GROWTH SECTOR
For RASARA's manager Raymond Stewart, bank stocks are
not a cyclical play related to interest rates, but an
ongoing investment opportunity.
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from the August 2005 issue, Financial Planning
magazine
IN
FRONT OF YOUR FACE
Financial services funds have been among the most
consistent performers in the last five years. Then why
do investors have so little regard for them?
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from the May 16, 2005 issue, Wall Street Transcript
INVESTING
IN BANKS & FINANCIAL SERVICES - -
Raymond Stewart of RASARA Strategies
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from the March 2005 issue, Investment Advisor
magazine
Catching Up With . .
. Raymond Stewart of RASARA Strategies
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