I’m Holly Hooper-Fournier, president, editor and publisher at Mutual Fund Strategist Ltd., an investment advisory firm located in Shelburne, Vermont. I started this blog as a creative outlet. Bull Bear Barometer gives me breathing room to cover subjects in a way that my weekly fixed-format newsletter cannot. I hope what you find here gets you thinking about the value of market timing as a risk management tool.
I graduated from the University of Vermont in 1985 with a B.A. degree in Political Science. While I had aspirations of joining the US Foreign Service and traveling the world, I was instead curiously drawn to working for my father, Charlie Hooper. He started Mutual Fund Strategist Ltd., a newsletter business, in 1982 after a 23-year career in the US Air Force. In the beginning I was an account executive primarily responsible for administering client accounts for the company’s brand new managed account service. I found that I truly loved this line of work. One thing led me to another and I eventually became a stock market analyst-in-training under the direct tutelage of my dad.
I earned some credentials in the 1990s. In 1991, at the age of 27, I was awarded a CFP® certificate, granted by the Certified Financial Planner Board of Standards, Inc. In 1996 I passed the North American Securities Administrators Association Series 2 (Nonmember General Securities) and Series 65 (Uniform Investment Advisor Law) exams.
Over the years at Mutual Fund Strategist Ltd, my responsibilities increased. In 1993 I was appointed vice president and co-editor of the company’s investment advisory newsletter, The Mutual Fund Strategist. In 2006 my father was ready to retire — that’s when I took the reins and continued to grow the business to what it is today.
For the past 15 years I’ve lived in Shelburne, Vermont with my husband, Dana, sons Michael and Peter, a yellow lab and three cats. (While Michael’s studying abroad I’m hosting a foreign exchange student for the year.) I’ve served my community as a member of the Town of Charlotte Selectboard and Vice President of the Board of Trustees for the Lake Champlain Waldorf School. I’m always striving for the right balance between work and family/pets. Often they overlap, so don’t be surprised to hear Daisy, my dog, barking in the background if we chat.
Because being a happy wife and mom are really important to me, I’m a horse of a different color in the investment advisory field: I keep a low profile. I decline invitations to speak at investment conferences, shun direct marketing (unless you first ask me for information) and never hold seminars to lure investors; I don’t have a spiel, I hold a philosophy, and that has served me and my clients well. Occasionally you will see me quoted in the media or hear me talk technicals on MarketWatch columnist Chuck Jaffe’s radio show.