Benjamin Shepherd

Benjamin Shepherd is a recognized exchange-traded fund (ETF), mutual fund and stock expert with an extensive background analyzing time-tested funds, including their managers and strategies. Ben looks for investments that have proven themselves in both bull and bear markets. Ben also specializes in covering emerging markets, pinpointing the most dynamic investments in developing nations for market-beating growth.

Ben is an analyst for Global Income Edge and regularly contributes to Personal Finance, Investing Daily’s flagship product. 

Analyst Articles

This month we look at smaller funds that lack the higher profiles and huge asset bases that characterize the big shops' offerings, but still manage to outperform thanks to rigorous research and their managers' stock-picking acumen. Read More

These are the top funds in five major categories, ranked according to three-year returns. We primarily consider funds with managers in place for at least three years; the only exceptions are managers with at least three years’ experience in a similar capacity. We don’t rank funds with front or back-end… Read More

Launched in 1928 this US fund was the first to invest in both stocks and bonds. Now, more than 80 years later, it’s once again attracted so much money that Vanguard might put the brakes on new investments. Read More

Last year when many wondered if the US financial system would survive the worst crisis in recent memory, we spoke with Anton Schutz about his outlook for the sector. Most of his calls panned out in the intervening 13 months; now that the banking system has returned to some semblance of normality, we checked back with the manager of Burnham Financial Services (BURKX) and Burnham Financial Industries (BURFX) to get his take on what’s next. Read More