CAZ Investments Becomes One of Only Six Firms to Earn Top 20 Ranking from Nelson's World's Best Money Managers for Both One- and Five-Year Returns.Business Editors HOUSTON--(BUSINESS WIRE)--Feb. 23, 2004 Unique Investment Approach Earns Houston Houston, city (1990 pop. 1,630,553), seat of Harris co., SE Tex., a deepwater port on the Houston Ship Channel; inc. 1837. Economy The fourth largest city in the nation and the largest in the entire South and Southwest, Houston is a port of entry; Firm Coveted cov·et v. cov·et·ed, cov·et·ing, cov·ets v.tr. 1. To feel blameworthy desire for (that which is another's). See Synonyms at envy. 2. To wish for longingly. See Synonyms at desire. Ranking It's it's 1. Contraction of it is. 2. Contraction of it has. See Usage Note at its. it's it is or it has it's be ~have one thing to have a great year, but when an investment firm's one-year adj. 1. completing its life cycle within a year. Adj. 1. one-year - completing its life cycle within a year; "a border of annual flowering plants" annual phytology, botany - the branch of biology that studies plants and five-year returns significantly outpaced the S&P 500, people stand up and take notice. In the case of CAZ Investments, Nelson Marketplace stood up and took notice this week when it ranked the firm among the Top 20 of Nelson's World's Best Money Managers for both one- and five-year returns in the Large Cap Growth & Value Equity category. CAZ Investments was one of only six U.S. firms to make the list for both one and five years for its Cornerstone cornerstone Ceremonial building block, dated or otherwise inscribed, usually placed in an outer wall of a building to commemorate its dedication. Often the stone is hollowed out to contain newspapers, photographs, or other documents reflecting current customs, with a view to Portfolio, a U.S. large-cap Large-cap A stock with a high level of capitalization, usually at least $5 billion market value. large-cap 1. Of or relating to the common stock of a big corporation that has considerable retained earnings and a large amount of growth at a reasonable price strategy that offers predictable returns with prudent risk. "Investors need to know which institutional managers and portfolios have performed well and had the most positive results during a given time period," said Michele Chillemi, vice president of Thomson Financial's Investment Management Group. "World's Best Money Managers is the most respected, reliable and efficient source of this information." "Our Cornerstone Portfolio has a sophisticated and deliberate stock selection process," explained Christopher Zook, chairman and chief investment officer of CAZ Investments. "The Large-cap universe has thousands of names to choose from, but through our quantitative and qualitative screens, we choose 40 to 50 companies we believe have the greatest cash-generating potential for our Cornerstone Portfolio." "The Nelson's World's ranking provides an accurate picture of the leaders in the investment management industry and our firm worked hard the past several years to unlock the true values of the Large-cap universe," said Zook. "To be recognized for both one-year and five-year returns is a significant accomplishment in our industry because it reflects solid strategy and not just luck." World's Best Money Managers analyzes the performance of 1,500 money managers and more than 4,500 portfolios in more than 200 categories and 45 investment styles and time periods, enabling users to quickly identify winners across the industry. Nelson's World's Best Money Managers are compiled from a quarterly survey of investment management organizations and portfolio composites. To assure credibility and validity, all products ranked in World's Best Money Managers must meet specific requirements with regard to calculations, cash reserves Cash reserves See: Cash investments cash reserves Investment funds that are held in short-term assets such as Treasury bills and certificates of deposit until more permanent investment opportunities are available. and composite assets. About CAZ Investments CAZ Investments, an investment adviser pursuant to the Investment Advisers Act of 1940, is a Houston-based wealth management firm providing private asset management services to institutional investors Institutional Investor A non-bank person or organization that trades securities in large enough share quantities or dollar amounts that they qualify for preferential treatment and lower commissions. and high-net-worth families. The company offers traditional large-cap equity and fixed-income portfolios, as well as non-traditional alternative investments. CAZ Investments' goal is to deliver predictable investment results through consistent asset management strategies to its clients with personalized per·son·al·ize tr.v. per·son·al·ized, per·son·al·iz·ing, per·son·al·iz·es 1. To take (a general remark or characterization) in a personal manner. 2. To attribute human or personal qualities to; personify. , relationship-based service. For more information about CAZ Investments visit www.cazinvestments.com. |
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