The 20 Rising Stars of Mutual Funds 2008 - (Page 26) MUTUAL FUNDS MENTORS’ PAGE The following mentors were singled out for their impeccable example, which inspired, challenged and cultivated the skills and character necessary to give rise to this year’s group of Rising Stars. 1. Keith Hartstein President and CEO John Hancock Funds James Shepherdson President AXA Distributors 2. Thomas Caldwell Founder and Chairman Caldwell Financial Michael Lee-Chin Chairman AIC Limited David Picton Portfolio Manager Synergy Asset Management 3. Nola Maddox Falcone Former President, Co-CEO and Portfolio Manager Evergreen Asset Management Mark Travis Chief Executive Officer Intrepid Capital Funds 4. Christopher Blunt Senior Vice President and Chief Operating Officer Life and Annuity Operations New York Life Insurance Bruce Greenwald Professor Columbia University Business School Laura Sloate Adjunct Professor Columbia University Business School 6. Jerry Dodson Founder and President Parnassus Investments Kenneth Taubes Head of Fixed Income Pioneer Investments 9. 8. John Rogers Founder and Chief Investment Officer Ariel Capital Management Christian Stadlinger Director of Value Strategies Columbia Management Thomas Marsico Founder, CEO and Chief Investment Officer Marsico Capital Management 14. Bob Alexander Retired Founder ALPS Fund Services 15. David Berry Former Research Director Keefe Bruyette & Woods Phil Cuthbretson Trader American Independence Capital Management 16. Thomas Bailey Founder Janus Capital Group Jim Craig Former Chief Investment Officer and Director of Research Janus Capital Group Thomas Marsico Founder, CEO and Chief Investment Officer Marsico Capital Management 17. Nicholas Kaiser Portfolio Manager Saturna Capital Dr. Yaqub Mirza Chief Executive Officer Sterling Management 18. Frank Seyboth Tax Director The Baupost Group 19. Warren Buffett Chairman and CEO Berkshire Hathaway Donald Ross Former Chief Investment Officer Allegiant Asset Management 20. Arieh Coll Portfolio Manager Eaton Vance Will Danoff Portfolio Manager Fidelity Investments 10. Warren Buffett Chairman and CEO Berkshire Hathaway Peter Lynch Former Vice Chairman Fidelity Management & Research Brian Topping Retired Vice Chairman Mercantile Bankshares Rudolph Riad-Younes Head of International Equities Julius Baer Investment Management 11. Margo Sammons Retired Vice President of Operations John Hancock Life Insurance 12. John Fitch Portfolio Manager Macquarie Infrastructure Securities Greg Perry Co-Founder QED Capital 13. Fiachra Mac Cana Head of Research VinaCapital Paul Sutherland Founder and Chief Investment Officer Financial & Investment Management Group Martin Whitman Founder and Co-Chief Investment Officer Third Avenue Funds 5. 7. 26 MUTUAL FUND RISING STARS JANUARY 2008
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