|
|
(ADEGX) Mid-Cap Contrarian
Jul 25, 10:00 AM EDT |
|
| One of our core investment beliefs of Advance Capital I Equity Growth Fund is not to try to time the direction of the market and spread our investments across several companies. The portfolio manager Donald Peters uses a combination of quantitative models and fundamental bottom-up research to identify medium-sized growth companies with good businesses trading at reasonable valuations and own them for a long time. |
|
|
Full Story... |
(HCTAX) In All Market Environments
Jul 24, 12:16 PM EDT |
|
| The goal of the Hartford Capital Appreciation II Fund is not to be boxed into one aspect of the market but to be opportunistic and flexible. The Fund’s five managers, who have separate and distinct investment styles, aim to create a fund that can operate in all market environments.
Michael Carmen, manager of the opportunistic growth sleeve, looks for companies with
potential to deliver stronger-than-expected earnings or free cash flow growth. |
|
|
Full Story... |
(THPGX) Sustainable Returns Through Leaders
Jul 19, 8:29 AM EDT |
|
| To appear on the radar of the Thompson Plumb Growth Fund, a company has to display
consistent growth, solid fundamentals, and attractive valuation. Above all, it has to be well established in an industry with sustainable -- not cyclical -- trends, and high barriers to entry. Despite the underperformance of his style in recent years, the manager John C. Thompson sticks to the quality large-cap growth stocks in expectation of an inflection point. |
|
|
Full Story... |
(GB00B04H0Y) Behind The Great Wall of China
Jul 13, 10:48 AM EDT |
|
| From a top down perspective, the Fund combines proprietary macroeconomic research with thorough global sector analysis to identify key investment themes. Within these sectors, Shelley Kuhn looks for companies with good fundamentals which are undervalued by the market and believes that picking the right stocks and actively managing the portfolio is the key to generating excess returns. |
|
|
Full Story... |
(GB00303679) Absolute Returns Driven
Jul 06, 12:16 PM EDT |
|
| Primarily managing money for wealthy families, Sand Aire utilizes the same philosophy to manage a fund that’s accessible for many investors. With the idea that a family should double its money over a generation, the fund aims to generate a stable return with low risk. Relying on an open-architecture structure and a bias towards absolute return, the fund aims to create the right mix of assets and managers to achieve that goal.
|
|
|
Full Story... |
(DFDPX) Investing in Niche Creators
Jul 02, 11:19 AM EDT |
|
| Instead of trying to predict when the market may rise or fall, Daniel F. Dent, portfolio manager at the DF Dent Premier Growth Fund, relies on selecting stocks with superior long-term growth characteristics, strong and sustainable earnings prospects, high quality management teams and reasonable stock prices. For him, the solid financial characteristics such as a high return on equity, good profit margins and a strong balance sheet are more important than the absolute size of the company. |
|
|
Full Story... |
(JAMFX) Internet Returns
Jun 28, 11:15 AM EDT |
|
| Aiming at the unique investment opportunities offered by the Internet, the Jacob Internet Fund seeks to achieve long-term growth of capital by investing in companies that derive their revenue from Internet-related businesses. The portfolio manager Ryan Jacob is looking for companies with good management teams with experience, a barrier to entry in their business and companies trading at reasonable valuations relative to their growth. |
|
|
Full Story... |
(TGVAX) Going Anywhere to Find Value
Jun 27, 10:43 AM EDT |
|
| Wendy Trevisani, the co-manager of the Thornburg International Value Fund together with Bill Fries and Lei Wang, runs a focused and, yet, diversified portfolio. With no constraints on industries, capitalization sizes, or geographies, the fund looks anywhere to find value and growth
potential, including the emerging markets. Its long-term bias and a global approach allow the fund to spot opportunities that others may neglect and play them in a variety of ways. |
|
|
Full Story... |
(EMAAX) Merger Profits
Jun 22, 11:06 AM EDT |
|
| In a category that is relatively inaccessible to individual investors, such as the booming mergers and acquisitions market, the AXA Enterprise Mergers & Acquisitions Fund emerges as a viable
investment option. Focusing both on announced and potential deals in the U.S. and abroad, the fund is generally diversified across approximately 250 companies in order to capture low-risk
returns when the deal is secure or large movements that result from potential takeovers. |
|
|
Full Story... |
(ROGEX) Riding Stewards of Capital
Jun 15, 10:36 AM EDT |
|
| Not too many funds dare to combine mutual funds and individual stocks in one portfolio,
but the holdings of Rogé Partners Fund are bind together by the idea of investing in great managers and businesses. Utilizing a flexible strategy for exploiting valuation anomalies globally and across all market capitalizations, the manager Steve Rogé selects only about 50 holdings, and yet achieves the global allocation necessary to limit the risks. |
|
|
Full Story... |
11
12
13
14
15
16
17
18
19
20
 |
|
