Robert Maltbie Jr. Featured in Investor Business Daily Leaderboard Article

Investors Greet New Year By Selling Broadly

Stocks succumbed to profit-taking last week. That’s not a surprise, given the market’s ability to fashion decent double-digit gains in 2014.

The Nasdaq composite led the downside, falling 1.7%. That marked the index’s third weekly decline over the past five weeks.

The S&P 500 dropped 1.5%, taking a big bite out of the prior two weeks’ worth of solid gains.

The IBD 50 sank 1.6% for the week. [Read more…]

Robert Maltbie Jr., CFA guest contributor to Fox Business News, CNBC, Bloomberg, Barron’s & Wall Street Journal, Columnist for Forbes.

Robert Maltbie Jr., CFA, Managing Director of Millennium Asset Management, is a frequent guest contributor to Fox Business News, CNBC, Bloomberg, Barron’s & Wall Street Journal, Columnist for Forbes.

Managing Director & Founder of Singular Research

Chief Investment Officer for the Argonaut Fund

V.P. Investments & Portfolio Manger at Smith Barney 1992-1999


Robert Maltbie, Jr. Portfolio Manager for Locorr Investment Trust

Robert Maltbie, Jr. is a Portfolio Manager for Locorr Investment Trust – LoCorr Long/Short Equity Fund, an open-ended equity mutual fund launched and managed by LoCorr Fund Management, LLC. The fund is co-managed by Millennium Asset Management and Billings Capital Management. The Locorr Investment Trust takes both long and short positions to invest in public equity markets across the globe. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in value stocks of companies across all market capitalizations. The fund employs fundamental analysis with a bottom-up stock picking approach to create its portfolio and was formed on May 13, 2013 in the United States.


Robert Maltbie, Jr., Managing Director and Portfolio Manager

Robert Maltbie, Jr., is a Managing Director and Portfolio Manager of Millennium Asset Management, an investment advisory firm, that manages client portfolios and manages The Argonaut Fund, a small-cap equity fund. He is also Chairman and CEO of Singular Research, Inc., which provides research reports on publicly-traded companies.Robert began his career as an investment adviser withMorgan Stanley Dean Witter in 1988 and later joined Spear Financial in 1992 where he created and managed its equity research department. In 1994 Robert joined Salomon Smith Barney in Beverly Hills, California where he managed growth portfolios for private and institutional clients.

Robert graduated from UCLA with a Bachelor of Arts degree in Political Science in 1981. He has also earned the Chartered Financial Analyst designation and is a member of the Association for Investment Management and Research.