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(AAIPX, AAIEX (INSTITUTIONAL)) Diversified in Managers
May 08, 11:18 AM EDT |
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| Multi-manager funds normally offer investors a greater level of diversification than could be achieved with a single manager fund. Fund manager Kirk Brown and the four sub-advisors at American Beacon International Equity Fund select securities based upon the security's valuation and investment growth rate relative to its country and industry. The sub-advisors each have a core value philosophy but each looks at things a little differently. |
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(RPFCX) Capture Upside, Protect Downside
May 07, 8:32 AM EDT |
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| The investment philosophy of Davis Appreciation & Income Fund is premised on the belief that equities are a relevant part of an investment portfolio over the long term. The Fund combines the growth potential of stocks with the income of bonds. Portfolio Managers Andrew Davis and Keith
Sabol seek durable businesses at value prices to structure a portfolio with which to participate in the stocks' upside potential while providing a degree of protection against downside risk. |
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(ADVDX) Global Dividends
Apr 29, 11:45 AM EDT |
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| Portfolio diversification can help ensure stable returns, even in uncertain times. That's why the Alpine Dynamic Dividend Fund invests across industries with stocks ranging from small to large capitalizations with the objective to achieve a high level of qualified dividend income and capital
appreciation for total return. |
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(BWNYX) Successful Backyard Investing
Apr 24, 3:58 PM EDT |
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| If you look at a smaller list of stocks, you are more focused and it is easier to find out when opportunities arise. That is the premise behind the Bullfinch Greater Western New York Fund. As a native Western New Yorker, fund manager Chris Carosa uses a traditional value investment approach with a behavioral twist to identify companies across a broad range of industries and
market capitalization that have a major presence in the Buffalo and Rochester areas. |
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(CSIIX) Diversified for Long-Term Growth
Apr 23, 5:04 AM EDT |
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| CSI Equity Fund is built on the premise that the investment process is more predictable over a longer period of time than over shorter periods of time. Fund manager Leland Faust seeks to achieve his investment objective of long-term growth of capital by investing in a diversified portfolio of well-established companies throughout the world and utilizing both value and growth
oriented investment strategies in the security selection process. |
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(SEARX) Unemotional Search for Steady Growth
Apr 22, 12:40 PM EDT |
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| James McCarthy, the manager of the Seascape Focus Growth Fund, believes that his fund has
the process and the discipline to early identify companies that will grow faster than the market. Objectivity, or the lack of bias and emotions, is a key feature of the strategy that aims to pinpoint the best 30 growth stocks to own. Based on previous experience with private accounts, the fund
aims to expand Seascape’s reach beyond the high net worth investors. |
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(AUERX) Follow the Rising Earnings
Apr 10, 12:58 PM EDT |
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| Passive investing is nothing but a way to lock in mediocrity, says Robert C. Auer, portfolio manager of the Auer Growth Fund. He believes that the market is highly inefficient and there are tremendous opportunities that can be exploited. The fund employs a time-tested bottom-up
investment approach to construct a diversified portfolio of domestic stocks of all the market capitalization tiers with favorable potential for capital appreciation. |
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(PHYMX) Navigating for High Yields
Mar 28, 12:24 PM EDT |
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| Navigating through the high-yield sea of opportunities can be rough, as one has to be mindful of the high risk of defaults. That is why Paul Scanlon, the manager of the Putnam High Yield Advantage Fund, believes that it all comes down to sufficient expertise, resources, and a rigorous and risk-controlled process. The fund also relies on diversification and granularity to capture the opportunities and minimize the risks. |
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(ATPAX) Steady Returns in High Yields
Mar 26, 9:16 AM EDT |
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| Investing in high yield bonds can be a rewarding experience if one takes the right approach. Aquila Three Peaks High Income Fund manager Sandy Rufenacht and his team believe that, if one does thorough research of every credit and limits the volatility, then the high yield asset class can generate superior total return in the longer term. |
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(AFTRX) Small Risks to Consistent Gains
Mar 25, 8:03 AM EDT |
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| The threat of recession looming over credit markets where even fixed income risk sectors faced the worst period in history, is a very tough scenario. Yet the managers of Vintage Limited Term Bond Fund, Jeffrey D. Lorenzen and Kevin W. Croft seem to have succeeded by following an active risk budgeting investment process that gave them a yield advantage versus the benchmark and a
portfolio of high credit quality holdings. |
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