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

Goldman Buoyed by International Funds

By Sam Patel

The company's best performers last month invested in emerging markets, China and South Korea.

01:39PM 01/08/09

Article

Improved Returns Cast Mirage on ETF Market

By Sam Patel

A broad base of ETFs produces gains, though there is no clear trend, suggesting volatility and risk.

11:53AM 01/07/09

Article

Where There's Yield, There's Risk

By Sam Patel

Investors are driving up the prices of some high-yield bond ETFs, raising questions about the trading strategy.

12:55PM 12/24/08

Article

Short Stock Funds Clean Up

By Sam Patel

These short, or inverse, funds have posted impresive monthly, quarterly and year-to-date returns.

10:00AM 12/24/08

Article

Few Standout Returns in November's Top Closed-End Funds

By Sam Patel

Only two of the month's 10 top-rated funds posted positive returns in November.

11:20AM 12/18/08

Article

Investors Pour Money Into Long-Bond ETFs

By Sam Patel

As the financial crisis stretches on, longer-dated debt and municipals benefit from a flight to safety.

09:33AM 12/16/08

Article

Municipals, an Alternative to Treasuries

By Sam Patel

With government bond yields near zero, these muni closed-end funds offer outperformance and safety.

11:42AM 12/11/08

Article

Don't Judge a Fund by Its Cover

By Sam Patel

The top-performing hybrid funds for November show that this tough market has overturned the old rules of diversification.

01:04PM 12/10/08

Article

NSTAR Is Made for Winter of Discontent

By Sam Patel

NSTAR produces electricity -- and impressive performance during economic recessions.

09:22AM 12/03/08

Article

Top 5 Vanguard Funds Get a Bounce

By Sam Patel

Energy and telecommunications funds from Vanguard got a reprieve last month.

09:05AM 12/02/08

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Page 1 of 13
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