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(GLRBX) Preserve and Prosper
Dec 10, 8:34 AM ET |
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| Bargain-hunting is one key element for The James Balanced: Golden Rainbow Fund, but is far from being the only one. In addition to looking for out-of-favor stocks, portfolio manager Dr James may switch to bonds to capture the opportunities provided by the direction of interest rates. Long-term experience, in-house research, and biannual revalidation make Dr James confident in the Fund’s ability to provide total return and preserve capital at the same time. |
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(HFTFX) Quantitative and Disciplined Focus
Dec 02, 2:14 PM ET |
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| Formula-driven, transparent, and disciplined, the Hennessy Focus 30 Fund, employs a strict quantitative formula to select 30 stocks each year. The fund marries value with momentum, combining low price to sales with earnings and stock price appreciation. However, according to the co-manager Frank Ingarra, the key factor for the fund’s success is its unemotional and disciplined approach towards investing. |
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(MERKX, MEAFX) Gains in Dollar’s Decline
Nov 24, 1:49 PM ET |
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| The U.S. dollar, though enjoying the status of world’s reserve currency, could lose its
luster. Investors looking to protect their purchasing power for dollars held can now invest in foreign currencies through the Merk Hard Currency and Merk Asian Currency Funds. The Funds diversify allocations among several European and Asian currencies. |
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(NO TICKER) Focus on Emerging Markets
Nov 21, 12:20 AM ET |
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| Many funds use the emerging markets space only for diversification and only during
certain periods. For Ashmore Group, which focuses entirely on that space, the emerging
markets are well diversified, with distinct asset classes and risk profiles. Jerome Booth offers a unique perspective on the market, where the key to success is understanding of the macro factors, building long-term strong relationships, access to information, and dedication. |
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(VEEEX) Opportunistic in Emerging Markets
Nov 21, 5:26 AM ET |
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| Eastern European markets are less efficient than established equity markets offering a
lot of potential to add value through an active management approach. Our research process aims to take advantage of these inefficiencies, says Pascal Curtet, manager of the Eastern European Equity Fund. The key element is staying on top of trends and developments, being prepared for all eventualities, and taking the appropriate action. |
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(PCONX) Convertible Gains
Nov 12, 12:51 AM ET |
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| Blending stock research and growth outlook with a thorough assessment of credit
opportunities is key to successful investing in the convertible market. Portfolio manager David King utilizes Putnam’s extensive expertise in credit equity analysis and credit research at a global level to gain advantage for the Putnam Convertible Income-Growth Trust. |
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(CHYDX) Defensive High Yield Play
Nov 11, 12:16 AM ET |
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| High yield is typically associated with high risk, especially if compared to government bonds. For Nick P. Calamos, who leads the portfolio management team of the Calamos High Yield Fund, the high yield market segment represents an opportunity to participate in emerging growth companies with less risk than the equity. Focused on risk management, the fund aims to avoid disasters and buy the higher quality part of the high yield segment. |
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(HDPSX, HDPMX) Pricing Power
Oct 24, 10:50 AM ET |
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| Eric Marshall, Portfolio Manager at Hodges Capital Management, is a bottom up stock picker. He and the rest of the management team look for companies with sustainable pricing power. |
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(HFNAX) New New Themes
Oct 21, 9:44 AM ET |
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| The Henderson Industries of the Future Fund looks for investment themes and solutions providers that solve the needs of environmental sustainability and social change. Fund manager Tim Dieppe searches for investment ideas around the world that can sustain growth for the foreseeable future. The Fund is willing to pay a price for growth in companies that can sustain high growth in the diverse areas from alternative energy to healthcare to education. |
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(N/A) Concentrated Value Investing
Oct 16, 2:21 PM ET |
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| Mohnish Pabrai, the Managing Partner of the Pabrai Investment Funds, has outperformed
market indices over the last nine years by consistently believing in concentrated value investing.
Pabrai likes to hold fewer stocks positioned in industries that he understands well, paying attention to two key variables: the intrinsic value of a business and its current price. |
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