Demography Plays.

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  • Author(s): Gillies, Andrew T. (AUTHOR)
  • Source:
    Forbes. 7/26/2004, Vol. 174 Issue 2, p164-165. 2p. 1 Color Photograph, 1 Chart.
  • Additional Information
    • Subject Terms:
      STERLING, Will; TRILOGY Global Advisors LLC; STOCK price forecasting; PRICES of securities; STOCK prices; ECONOMISTS; INVESTORS; ECONOMIC trends; INTERNATIONAL markets; INVESTMENT advisors; GLOBALIZATION
    • Abstract:
      This article looks at Trilogy Advisors' William Sterling and his belief in "Boomernomics". William sterling has been a big-picture guy on Wall Street for 18 years. Ask the man, a self-described "recovering economist," about the case for international investing, and he will bend your ear with a barrage of opinions on everything from America's external accounts to Japanese real estate prices. So how does Sterling, 50, who oversees $5.2 billion as chief investment officer of New York's Trilogy Advisors, zoom in on a list of stocks? Since 1998 Sterling has put that certainty to good use in the CI Global Boomernomics Sector fund, an $814 million portfolio he manages for Canada's CI Funds. The fund's mission is to invest in sectors that Sterling believes will be most affected by population trends, especially the aging of the baby boomers, or those born between 1946 and 1964.