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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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(PRBLX) Secular Tailwinds
Mar 17, 10:38 AM EDT |
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| The Parnassus Equity Income Fund looks for companies that not only generate income, but are also socially responsible. Portfolio manager Todd Ahlsten and his team of six analysts are trying to identify the best businesses whose goods and services will be more relevant in the long haul than they are today. The fund’s philosophy lies on the premise that these businesses combined with secular tailwinds and reasonable prices can give investors appropriate returns. |
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(TMRFX) Russian Domestic Growth Curve
Mar 14, 9:56 AM EDT |
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| One of the most dynamic markets in the world, Russia may be difficult to understand for outsiders, but is extremely rewarding for those who know it well. Ticker revisits John Connor, the manager of the Third Millennium Russia Fund, to find out that he still finds Russia an exciting market with improving governance. This year, however, the focus is on the domestic growth story,
rather than on the traditional oil exports. |
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(GAADX) Dividend Paying Culture in High Growth Asia
Dec 14, 11:36 AM EST |
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| The Asian markets may provide an exciting long-term growth story, but not too many
investors feel comfortable to invest in the foreign environment. The Asia Pacific Dividend Fund was set with the idea to provide exposure to this high-growth environment but in a more conservative way and with less volatility. The fund focuses on selecting stable and cash generating businesses that pay out higher than average dividends. |
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(PNVAX) Exploiting Negative Emotions
Dec 13, 11:31 AM EST |
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| Focusing on the little-known arena of international small and mid-cap companies requires substantial enterprise and research. Joe Joseph and Randy Farina, portfolio managers of the Putnam International Capital Opportunities Fund, have built a portfolio comprising of the bottom 20% of international small cap companies, from developed markets by adopting
a unique investment strategy of exploiting people’s emotions arising from stock price
fluctuations. |
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(PRASX) Searching for Operating Leverage
Nov 28, 11:26 AM EST |
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| Investing in Asian markets requires a great deal of research involving the study of several country-specific constraints. T. Rowe Price New Asia Fund portfolio manager Frances Dydasco and her research team search for all-cap size companies with a lot of undiscounted operating leverage in the diverse Asian markets including India and China by following a unique research method of visiting, talking to companies, assessing industry trends, and comparing valuations in different markets. |
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(PEQUX) Selecting Stocks Globally
Oct 16, 11:20 AM EST |
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| Identifying the right stocks in a vast global universe of over 2,500 stocks is both cumbersome and difficult. Shigeki Makino and Brad Greenleaf, portfolio managers for Putnam Global Equity Fund, and their global team of experts carry out this task by utilizing a process that blends quantitative and fundamental analysis, which they believe will deliver consistent returns and outperform their global benchmark. |
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(GB0031559635) Exploiting Market Inefficiencies
Oct 04, 10:42 AM EST |
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| In the fast-changing world of investment, the manager of Martin Currie Asia Pacific fund believes that there are many unexploited opportunities. Using Martin Currie’s Dynamic Stock Matrix, Jason McCay assesses the imminent postive change in a company before he takes a position. The portfolio of 40 to 50 stocks is picked carefully against the four main criteria: quality, value, growth and change. |
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(HLMGX) Quality in Quotients
Sep 17, 10:35 AM EST |
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| While many global funds scour the world to find the best companies in their countries, the Harding Loevner Global Equity Fund has quite a different strategy. In an increasingly global economy, the fund looks for companies with competitive advantage across global sectors. A well-defined research process and a long-term investment horizon help the fund keep its focus on quality names with durable growth. |
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(GB00B1G3BF) Multi Manager, Multi Markets
Aug 27, 10:31 AM EST |
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| Managed with capital preservation in mind, the HSBC Open Global Distribution Fund aims
to provide a high level of income by investing in the widest possible range of asset classes across global markets. The fund manager Nick Pothier is prepared to head well off the beaten track to uncover talented sub-managers with alternative investment philosophies and to combine those in ways which maximize diversification and reduce risk. |
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