« Back to Author Index

Michael Walters

Michael Walters is an analyst with the Pinnacle Value Fund, a diversified, SEC-registered mutual fund specializing in the securities of small- and micro-cap companies. He is a CFA charterholder, and he lives and works in New York City.

Articles by this Author

Areas of Expertise: small- and micro-cap value investing

Website: www.pinnaclevaluefund.com

Email: walters@pinnaclevaluefund.com

Michael Walters is an investment analyst with Bertolet Capital LLC. He is a graduate of Fordham University and a Level III candidate for the Chartered Financial Analyst designation.

Articles by this Author

  1. Mutual Funds »

    Qualitative Guidelines for Mutual Fund Selection

    Looking at the type and frequency of communications, portfolio holdings, manager stability and expense ratio caps can help with the fund selection process.

    June 2014 | Journal

  2. Mutual Funds »

    The Mutual Fund Cash Dilemma

    While most mutual fund managers are required to stay invested, some have the flexibility to raise their cash allocations, raising an allocation dilemma for shareholders.

    May 2014 | Journal

  3. Bonds »

    Seeking Tax-Free Income From Closed-End Funds

    Closed-end municipal bond funds provide income that is exempt from federal taxes, but investors should be selective when choosing among them.

    June 2011 | Journal