General Investing >> Money Manager Interviews >> January 28, 2014
Jeffrey R. Thompson is Senior Vice President at W.E. Donoghue & Co., Inc., a registered investment adviser nationally registered with the SEC located in Norwood, Massachusetts. He is a Principal and Corporate Officer as well as a member of the WEDCO Investment Policy Committee. As part of Mr. Thompson’s responsibilities on the investment committee, he is intimately involved in the design and maintenance of the technical asset allocation models applied to the high-yield asset class and equity rotation strategies. The firm currently manages more than $600 million in assets for individual, corporate and pension accounts. The firm is also the adviser to the Power Income Fund. Further, over the years Mr. Thompson has been instrumental in helping the firm achieve high star ratings in Morningstar’s Separate Account Database. WEDCO manages separately managed account portfolios including providing models for Envestnet, PlaceMark, Argentus and Lockwood. Profile
TWST: Could you please start with an overview of WEDCO, how it's structured, with a view to the recently launched Power Dividend Index Fund, and how it has evolved?
Mr. Thompson: Just