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Signal from Noise Question & Answer articles are published occasionally as we run across investment themes and stock ideas relevant to subscribers.  It’s our intention to familiarize you, if briefly, with the views of successful investment managers or analysts, some you might have read about, but, more importantly perhaps, some you might not have.

This week’s Q&A was conducted recently with Marshall Kaplan, Senior Vice President at Ingalls & Snyder, an NYC-based investment advisor and broker dealer with $4 billion in AUM.  He has 39 years of investment industry experience and leads the Fundamental Equity Advisors (FEA), an investment management team formed in October 2010 at Morgan Stanley. FEA joined Ingalls & Snyder in 2018. Marshall joined Smith Barney in 1983 as a Portfolio Analyst, where he created and managed that firm’s Equity High Net Worth and Portfolio Management programs and served on its Global Investment Committee and Global Portfolio Committee.

Please describe briefly the history of FEA.

The Ingalls & Snyder (FEA) team consists of lead portfolio manager Marshall Kaplan, Rochelle Wagenheim and Michael Nelson. Prior to our tenure at Morgan Stanley, FEA managed model portfolios at Citigroup from 2002 through September 2010....

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