Benjamin Shepherd

Benjamin Shepherd is a recognized exchange-traded fund (ETF), mutual fund and stock expert with an extensive background analyzing time-tested funds, including their managers and strategies. Ben looks for investments that have proven themselves in both bull and bear markets. Ben also specializes in covering emerging markets, pinpointing the most dynamic investments in developing nations for market-beating growth.

Ben is an analyst for Global Income Edge and regularly contributes to Personal Finance, Investing Daily’s flagship product. 

Analyst Articles

Exchange-traded fund (ETF) issuance has been rapid this year, as the universe has expanded by more than 13 percent. Here's our take on two of the newest additions to the wide world of ETFs. Read More

A basic merger-arbitrage strategy involves shorting the acquirer and going long the target. Launched last November, IQ Merger Arbitrage (NYSE: MNA) brings this strategy to the masses and has succeeded thus far. Read More

It’s natural, but not necessarily profitable, to seek safety in numbers. A herd mentality explains the influx of investment dollars to bond funds. But a weak summer for equities offers an opportunity to build exposure to what should be the top-performing asset class once markets turn. Read More

It can be tough to remain disciplined when the markets move against you, but the father-son duo of Bryan and Robert Auer has stuck with a tried-and-true approach through both up and down markets. The co-managers of Auer Growth (AUERX) demand significant sales and earnings growth as well as low price-to-earnings (PE) multiples and drop holdings that fail to meet these expectations. Although this strategy doesn’t protect the fund from broader sell-offs, periods of weakness offer an opportunity to reload for the next year. We recently spoke with Robert Auer about his outlook for the markets and the value of discipline. Read More

With its beautiful landscapes, surrealist Carnival and strong resource-based economy, Brazil is a country that’s alluring to tourists and investors alike. But although travelers continue to flow into the country, investment inflows have waned a bit. Read More

Invesco’s (NYSE: IVZ) product lineup includes a family of mutual and closed-end funds as well as separately managed accounts and the third-fastest growing lineup of exchange-traded funds (ETF). All told, the company holds over $557 billion in assets under management (AUM). Read More