Sam Patel

TheStreet.com Ratings Manager of Mutual Fund Research
Sam Patel is the manager of mutual fund research for the TheStreet.com Ratings and is based in Boston.

Patel started his investment career in 1994 as a senior analyst for Lincoln Indicators, a private risk-management firm based in Melbourne Australia. Starting in 1999, Patel worked in Boston for Baring Asset Management, Needham & Company and Digitas Inc. In November 2005 Sam joined Weiss Ratings, which was acquired in August 2006 by TheStreet.com.

Patel holds a Bachelor of Economics from La Trobe University, Melbourne, Australia and is a CFA Charterholder. He is a Registered Investment Advisor in the state of Massachusetts.

Sam Patel
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Article

TSC Ratings Adds Coverage of 18 Stock Funds

By Sam Patel

Funds in international equities and utilities stand out as having strong potential.

Related Topics: Ratings | Bonds/Economy | Personal Finance | Money Management | Markets | Mutual Funds | ETFs | Retirement | Saving

12:53PM 07/02/08

Article

Global Closed-End Funds Get Biggest Upgrades

By Sam Patel

Several municipal funds suffer the largest downgrades.

Related Topics: Mutual Funds | Banking-Credit | Budget-Debt | Saving | Money Management | ETFs | Personal Finance | Retirement

11:07AM 06/30/08

Article

ETF Upgrades Come From Diverse Sectors

By Sam Patel

Individual stock selection may be increasing in importance as we head into the next market cycle.

Related Topics: Personal Finance Basics | ETFs | Personal Finance

02:31PM 06/26/08

Article

TSC Ratings Adds New Closed-End Funds

By Sam Patel

Seven funds are added, but market turmoil took a toll on the grades they received.

Related Topics: Mutual Funds | Personal Finance | Money Management | Saving | Bonds/Economy | Market Commentary | Markets | ETFs | Retirement

02:46PM 06/24/08

Article

Biggest Bond-Fund Ratings Changes

By Sam Patel

Investors seemed to be rotating out of the long end of the Treasury market in May.

Related Topics: Banking-Credit | Saving | Markets | Taxes | ETFs | Bonds/Economy | Mutual Funds | Money Management | Personal Finance | Retirement

02:44PM 06/20/08

Article

Where to Hide to Escape Inflation

By Sam Patel

A few countries have been able to avoid the big price increases plaguing the U.S. and most of the world.

Related Topics: Emerging Markets | Markets | Money Management | Bonds/Economy | How-To... | Asset Protection | Saving | Personal Finance | Understanding the Market | Retirement

01:09PM 06/13/08

Article

Latin American Closed-End Funds Beat the Rest

By Sam Patel

TSC Ratings says there may be value in taking positions in funds focused south of the border.

Related Topics: Money Management | Personal Finance | Markets | Mutual Funds | Banks | Energy | ETFs | Saving | Bonds/Economy | Financial Services | Energy/Commodities

04:21PM 06/11/08

Article

May's Top Hybrid Fund Finds Undervalued Stocks

By Sam Patel

The Greenspring Fund also seeks out special-situation bonds.

Related Topics: Personal Finance | Saving | Money Management | Retirement | Mutual Funds | ETFs

11:58AM 06/10/08

Article

M1 Measure May Reflect Weaker Job Market

By Sam Patel

The Federal Reserve's M1 measure may show how well the economy and employment are holding up.

Related Topics: Budget-Debt | Market Commentary | Job | Financial Services | Understanding the Market | Markets | Banks | Money Management | Banking-Credit | Bonds/Economy

04:47PM 06/05/08

Article

Top Stock Mutual Funds in April

By Sam Patel

Utility and equity-income funds may be good places to park money if a recession hits.

Related Topics: Markets | Market Commentary | Saving | Mutual Funds | Personal Finance | Retirement | Money Management

11:56AM 05/30/08

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