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(SASPX) Seeking Advantage in Asia
Jun 14, 8:41 AM EDT |
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| While most investors tend to go with the flow when exploring the Asian markets, the Wells Fargo Advantage Asia Pacific Fund is using every tool at its disposal to get in early on new investment ideas. In order to take advantage of all the opportunities in developed and emerging Asian countries, portfolio manager Anthony Cragg seeks both growth and value situations, as well as larger- and smaller-cap stocks. |
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(PDINX) A Diversified World of Income Strategies
Jun 06, 8:33 AM EDT |
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| Using the complexity in the contemporary global fixed income landscape, Putnam Diversified Income Trust looks to build a dynamic pool of income earning strategies. Portfolio manager Bill Kohli and his team of specialists aim at identifying interesting investment strategies and finding a way to reduce the risk of overexposure to any one sector. |
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(DNSVX) A Unique Approach to Value Investing
Jun 05, 10:35 AM EDT |
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| Stock selection is the key to successful investing in the small cap arena where the majority of stocks under-perform the market. Dunham Small Cap Value Fund has a team of six analysts whose job is to identify small cap stocks using a bottom-up fundamental stock selection process that have positive cash flow and are using excess cash flow to benefit shareholders. |
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(FUNDX) Adapt and Prosper
May 30, 8:40 AM EDT |
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| Many investors try to follow market leadership but few have a long-term, unbiased, and quantitatively derived strategy to do it. Jason Browne, manager of the FundX Upgrader Fund, doesn’t find any value in trying to predict future leadership. Instead, he relies on an internally developed ranking system to capture broad trends and to select the funds with the most appropriate strategy and risk level in the current environment. |
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(FREAX) Real Estate In Focus
May 24, 2:14 PM EDT |
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| Although John Wenker manages a portfolio that invests only in real estate, his goal is to build a balanced portfolio diversified across property types and driven mainly by stock selection. He believes that the long-term success in the REIT space is driven by industry expertise, a bottom-up approach that requires hard work on each name, and a focus on quality. |
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(DOG, DXD, DDM) Sophisticated Strategies In A Simple Way
May 17, 9:53 AM EDT |
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| A major challenge for financial professionals is satisfying the expectations of a more educated and demanding client base. Advisors want to employ more sophisticated strategies
but need to execute them in a simple way. That’s the big picture behind the success of
ProShares ETFs. They enable investors to easily hedge or magnify their exposure to broad indexes, sectors, asset classes, or styles. |
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(PDEAX) Capturing Performance Shifts
May 09, 10:07 AM EDT |
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| Over time active managers have a very difficult time beating the benchmark as they do poor cash timing, they have poor sector bets and they overweight the stocks too much. What the PathMaster Domestic Equity Fund manager Rich O’Hara is trying to do is capture the size and the style shifts of the market and not individual stocks. The Fund maintains a well-diversified portfolio primarily of ETFs which helps reduce the risk of picking the wrong stocks. |
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(OCMGX) Gold for Growth
May 08, 8:38 AM EDT |
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| Through its 5,000-year history of being money gold hasn’t lost its purchasing power. That is why the OCM Gold Fund is predominately looking for un-hedged gold producers in order to give its investors exposure to rising gold prices in a rising gold price environment. Using an active
tiered approach, the fund manager Gregory M. Orrell is looking for companies that are growing production and making discoveries in order to be able to replace reserves. |
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(AAHYX) More Than Income
May 07, 2:30 PM EDT |
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| Providing income is no longer enough if you want to address the long-term retirement
needs, according to Mark Simenstad, manager of the Thrivent Diversified Income Plus Fund.
The fund invests in a mix of asset classes to provide income, downside protection, and capital appreciation. Employing a multi-manager strategy, the fund relies mainly on quantitative methods to assess the relative value between the various asset classes and to make allocations. |
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(MIDSX) Mining Returns
May 04, 10:19 AM EDT |
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| Midas Fund benefits through investment in companies with attractive fundamentals. Thomas B. Winmill, fund manager, looks at three pieces of data about any company — People, Projects and Pricing — to find quality companies with unique combinations of strength in operations, products, and finances. He believes that People — quality in management — is the most important, with the strongest indicator of quality found in their track record. |
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