General Investing >> Money Manager Interviews >> January 1, 2001
CHRISTIAN C. BERTELSEN is Senior Portfolio Manager and Managing
Director of Hollister Investment Management, a division of
Phoenix Investment Counsel, Inc., Sarasota, Florida. He has led
Phoenix Investment Partners' classic value team, Hollister
Investment Management, since its establishment in 1997. Mr.
Bertelsen is responsible for institutional and individual
portfolios, including several pension accounts, managed accounts,
a variable annuity sub account and two mutual funds, the large
cap Phoenix-Hollister Value Equity Fund and Phoenix-Hollister
Small Cap Value Fund, since their inception in November 1997. He
also manages the domestic portions of the Phoenix-Aberdeen Global
Small Cap Fund, Phoenix-Aberdeen Worldwide Opportunities Fund,
and the Aberdeen Prolific American Opportunities Trust. Prior to
joining Phoenix Investment Partners, Mr. Bertelsen was Chief
Investment Officer at Dreman Value Advisors and Portfolio Manager
of the Kemper-Dreman Contrarian and Small Cap Value Funds. He has
over 30 years' investment experience, which includes his being a
Senior Vice President with Eagle Asset Management, a subsidiary
of Raymond James Financial, Inc. He had also been with Colonial
Advisory Services, Inc. as Senior Vice President and Manager of
the Colonial Fund. Earlier assignments in his career were at
Batterymarch Financial Management and State Street Bank & Trust
Company. Mr. Bertelsen holds an MBA and BA in Economics and
History from Boston University. He is a member of the Boston
Security Analysts Society. Profile
investment management operation you oversee, Hollister Investment
Management.
Mr. Bertelsen: At Hollister Investment
