Jason Kephart

Jason was a reporter at InvestmentNews from 2011 to 2014, before moving on to work for Morningstar. Connect on Twitter: @jasonkephart

Jason Kephart
Displaying 186 results
NEWS INDUSTRY NEWS JUL 23, 2012
American, T. Rowe win big in oil M&A deal

American Funds and T. Rowe Price Group Inc. are the big mutual fund winners in Chinese offshore oil producer CNOOC Ltd's acquisition of Nexen Inc. (NXT).

NEWS INDUSTRY NEWS JUL 23, 2012
Next NAPFA boss calls Finra 'colossal failure,' B-Ds 'dinosaurs'

'Old load' image a load for American Funds
INVESTING MUTUAL FUNDS JUL 18, 2012
'Old load' image a load for American Funds

Brand perception is keeping the fund giant from making inroads with RIAs, survey shows; 'hard to change people's thinking.'

INVESTING MUTUAL FUNDS JUL 17, 2012
Justin Leverenz: Oppenheimer Developing Markets Fund

Justin Leverenz never followed the crowd. While other students at the University of California, San Diego in the 1980s were studying Japanese, Mr. Leverenz, now portfolio manager of the $25 billion Oppenheimer Developing Markets Fund, began to learn Mandarin.

Dividend party just getting started: Fidelity
NEWS INDUSTRY NEWS JUL 12, 2012
Dividend party just getting started: Fidelity

Rising interest in equity income, plus payouts by cash-rich tech companies, cited as triggers; break out the streamers

Red flag at popular ETN
INVESTING MUTUAL FUNDS JUL 10, 2012
Red flag at popular ETN

JPMorgan this week stopped issuing shares in its popular Alerian MLP exchange-traded note. That should be a signal for investors to monitor the situation. Here's why.

Another summer of lousy news, great buying opportunities
NEWS INDUSTRY NEWS JUL 02, 2012
Another summer of lousy news, great buying opportunities

Lessons learned from last year will play again in this climate, says fund manager; going short, going cash are keys

The greatest investor you've never heard of
INVESTING MUTUAL FUNDS JUL 02, 2012
The greatest investor you've never heard of

None of the legendary names of the investment world -- not Bill Gross, not Warren Buffett, not Kenneth Heebner -- come close to matching the performance of James Wang, a little-known portfolio manager who oversees the OceanStone Fund. How hot is he? $10,000 invested with Wang in 2007 would be worth $65,000 today.

American Funds taking its talent to YouTube amid 'difficult time'
INVESTING MUTUAL FUNDS JUL 02, 2012
American Funds taking its talent to YouTube amid 'difficult time'

The normally low-profile fund family plans to bring its portfolio managers to the small screen

34 months and counting: American Funds' outflow woes roll on
INVESTING MUTUAL FUNDS JUL 02, 2012
34 months and counting: American Funds' outflow woes roll on

It's now almost three years since the fund giant has recorded net inflows