Rudolph Younes — The Ice Man
“It Takes a Cool Head to Handle the Turbulent Global Markets”
Rudolph Younes
With over 300 names in their international portfolio, Rudolph Younes and his co-manager face major volatility on a daily basis. It takes a cool head to juggle all these risks –
and Rudolph is the right man for the job. Raised in war-torn Lebanon, Rudolph sees his current environment as peaceful in comparison. Over the last thirteen years Rudolph has
grown to be one of the savviest international money managers in the world by focusing his unique skills (and common sense) on risk management — "if you buy right then selling
high will take care of itself".
As senior VP and head of international equities at Artio Global Management (Formerly Julius Baer Investment Management), Rudolph beats all but a handful of foreign stock
funds on a regular basis managing the $38.7 billion International Equities — in both good and bad markets.
Not surprisingly, he advocates a global perspective — "The U.S. is only 25% of the world economy ... you should invest elsewhere. If you use the GDP, then only 25% of your
portfolio should be in the U.S. Over the long term, international investing makes a lot of sense, because the global economy will likely grow faster than that of the U.S."
Mr. Younes holds a Chartered Financial Analyst designation and received an MBA in Management from Yale University ('91). Prior to joining Bank Julius Baer, Mr. Younes was an
Associate Director at Swiss Bank Corp.
The fund we are investing in to gain access to Money Master Rudolph Younes is:
| Fund Name: | Artio International Equity Fund II |
| Fund Symbol: | JETAX |
| Fund Summary: | |
Julius Baer International Equity fund seeks long-term growth of capital, investing 80% of assets in international equities. It may at times invest all of its assets in fewer than five countries - sometimes at least 65% of in at least three different countries outside the U.S. No more than 25% of assets will be invested in emerging market securities. The fund invests up to 10% in high yield debt. It may use futures, swaps, and warrants which are types of derivatives for hedging purposes and to remain fully invested, to maintain liquidity, or to increase total return.
Click here for the Fund Fact Sheet.
* Notes: The 10-year average return shown for BJBIX/JETAX is for the 10-year period 01/01/00 - 12/31/09. The average was calculated by adding the results for the 10 consecutive calendar years shown and dividing that result by 10.
The 10-year average return and 10 individual annual performance results are shown with all dividends and gains reinvested and are net of all fund fees. All fund expenses have already been deducted from the percentage results shown.
Source for Calendar year results: Zephyr StyleADVISOR
Past performance is no guarantee of future results. Actual future results will vary.
The Retirement Corporation of America (RCA) is under no obligation to use featured managers or funds and will change managers should they fail to meet our selection criteria.
Information pertaining to RCA's advisory operations, services and fees is set forth in RCA's current disclosure statement (copy available upon request from RCA).