General Investing >> Money Manager Interviews >> February 14, 2005
DANIEL LEW is portfolio manager for Citizens Advisers' small cap value
discipline and the Citizens Small Cap Value Fund. He has over 18 years'
experience in investment management. Mr. Lew joined Citizens in the fall
of 2003 from Strong Capital Management, Inc., where he was a founding
member of the firm's accomplished small cap value equity team. Prior to
Strong, Mr. Lew was a senior investment consultant at William M. Mercer
Investment Consulting, Inc., and at RogersCasey. Prior to that, he was
with Equitable Capital Management Corporation, where he headed up
portfolio analysis and performance measurement and also managed an asset
allocation fund. Mr. Lew earned his MBA in finance from New York
University and his BS in computer science from Columbia University. He
is a member of the Association for Investment Management and Research
and the Boston Society of Security Analysts, and holds the Chartered
Financial Analyst designation. Profile
TWST: Would you give us an overview of Citizens Advisers and tell usabout your responsibilities there?
Mr. Lew: Citizens Advisers is the adviser to Citizens Funds. We're one
of the oldest and