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  SOME VALUE FUNDS ARE STUFFED WITH CASH AS STOCKS SURGE 11-02-2018

  On this week's edition of Bloomberg Finance, John Tucker & Katia Porzecanski discuss the October equity selloff with Michael Rosen of Angeles ...

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  FIDELITY BETS ON ZERO-FEE INDEX FUNDS 08-09-2018

  If the no-fee funds bring more customers into the store, "they can sell them other products and services," says Michael Rosen. "This isn't altruism, ...

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  WILL OWNING THE CAROLINA PANTHERS DISTRACT DAVID TEPPER? 06-09-2018

  "If I were invested in a manager who bought a team, it would make me question my investment thesis," said Michael Rosen, chief investment officer of ...

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  GUNS-DIVESTING ACTIVIST CALLS STRATEGY A FAILURE 03-18-2018

  "If you sell your shares, you are giving up any modicum of influence you may have,"" said Michael Rosen, CIO of Santa Monica, California-based Angeles ...

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  BELEAGUERED OCH-ZIFF TURNS TO STEADY HAND FOR CEO TO CALM WATERS 01-30-2018

  CEO's don't matter that much. It's more about the culture they engender and the stability of the investment team," said Rosen, who's invested with ...

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  OCH-ZIFF TAPS OUTSIDER AS CEO, REPLACING FOUNDER 01-30-2018

  To some this suggested Levin would stay for now, which reassured some investors. "I have no plans to make sudden moves at this point," said Michael ...

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  CLASH BETWEEN FOUNDER AND PROTÃGÃ PLUNGES OCH-ZIFF INTO CRISIS 01-23-2018

  "This was not well communicated or handled," says Michael Rosen, chief investment officer at Angeles Investment Advisors LLC. ...

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  TECH GIANTS COULD EASILY BE NEXT MONEY MANAGERS 01-22-2018

  "The tech giants control such an enormous part of our lives online, financial services could be one of those things that could make sense for them to ...

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  SOME VALUE FUNDS ARE STUFFED WITH CASH AS STOCKS SURGE 11-07-2017

  Michael Rosen, Angeles Advisors CIO, says most investors prefer to make their own asset allocation choices"deciding for themselves whether stocks ...

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  BOND MANAGERS WHO CAN GO ANYWHERE MAY END UP IN THE WRONG PLACE 10-26-2017

  Michael Rosen remains skeptical. As a group, he says, unconstrained bond funds have yet to prove they can add value for investors. "They asked for ...

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  HOW VANGUARD GAINS FROM FIRM THAT FIRED FOUNDER JACK BOGLE 03-17-2016

  Many managers spend their entire careers at Wellington, said Michael Rosen, CIO at Angeles Investment Advisors in Los Angeles, where he helps oversee ...

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  BRIDGEWATER'S DALIO CALLS REPORT ABOUT FEUD WITH JENSEN OVERBLOWN 02-05-2016

  "Bridgewater has a unique culture, and one of the most successful long-term track records in the history of investing. I suspect those two ...

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  BAIRD REAPING BIG GAINS FROM FALLOUT AT PIMCO 01-11-2016

  Mr. Rosen said the Baird approach had produced strong investment results, despite avoiding macro bets. "Using a baseball term, do you swing for the ...

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  CONSULTING FIRMS ANSWER ASSET OWNER CALLS FOR ACCOUNTABILITY 11-30-2015

  Michael Rosen said in a phone interview: "Since the crisis, the advice and analysis of consultants is more greatly valued. But at the same time, ...

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  UNNERVED INVESTORS PULL SHUTTERS AS CAPITAL-MARKET CRACKS SPREAD 10-15-2015

  Ghana, which sold $1 billion in debt this month at 10.75 percent, is an example of a borrower that has been forced to offer a higher yield, according ...

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  PENSION FUND CALSTRS WEIGHS SHIFT TO SAFETY 09-02-2015

  Michael Rosen said that to contemplate such a move, investors need to understand their goal and then execute the strategy in a "systematic and ...

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  OUTSOURCING HERE TO STAY BUT WILL CONTINUE TO EVOLVE 07-27-2015

  "It's unlike a lot of investment ideas that are really nothing more than fads; the OCIO concept is rooted in a good idea,"" Mr. Rosen added. "It's an ...

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  TOWERS WATSON, WILLIS MERGER TO COMBINE STRENGTHS 07-13-2015

  "Towers Watson has the stronger investment consulting presence, and I would expect that group to lead the new group effort," Mr. Rosen said. ...

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  WAMCO WORKING TO REGAIN STATUS WITH INSTITUTIONS 06-29-2015

  Michael Rosen said it's not surprising that WAMCO suffered severely during the financial crisis, given its orientation toward riskier assets. ...

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  MANAGERS ADD CONSULTING TO GROW CLIENT RELATIONSHIPS 06-29-2015

  "I've run into money managers and my peers have as well. The argument is mostly about fees," Mr. Rosen said. "So prospective clients say "I can get ...

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  CALPERS LIKELY TO FALL SHORT OF ANNUAL INVESTMENT GOALS 06-25-2015

  Michael Rosen, a principal at Angeles Investment Advisors, which counsels institutional investors, said the year-to-date performance was "not outside ...

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  CLIENTS VIEW MONEY MANAGERS APART FROM TAINTED PARENTS 06-15-2015

  "To my knowledge, there's no evidence of wrongdoing within the asset management groups. So there's logic to separating the asset manager from the rest ...

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  SOUTHLAND BOND TRADERS HAD PREPARED FOR SCENARIOS FROM GREEK DEBT CRISIS 06-07-2015

  Michael Rosen said MetWest benefited from its size and consistency in attracting cautious bond investors, which often move herd-like to a few firms. ...

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  FIVE YEARS IN, JANUS CEO RICHARD WEIL BEATS THE ODDS BUT HAS MORE WORK TO DO 06-01-2015

  But consultant Michael Rosen, founder and CIO of Angeles Investment Advisors, believes institutional money could flow to Mr. Gross sooner than the ...

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