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(KGDAX) Global Small Cap Search
May 03, 9:46 AM EDT |
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| Growth portfolios are associated with more risk but Joseph Axtell, the manager of the DWS Global Opportunities Fund, believes that if you have the flexibility to look for growth anywhere, you can control your risks better. He manages the fund with maximum choices not only in terms of locations, but also in terms of market cap and growth type. A crucial aspect for finding opportunities is the input from Deutsche Bank’s local analysts all over the world. |
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(IAGEX) Dividends for Stable Growth
Apr 24, 10:45 AM EDT |
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| Dividends are a key part of the return of an equity portfolio, according to the managers of the ING Global Equity Dividend, as they provide smoother and more sustainable growth. But finding the right companies remains crucial as running a high-conviction portfolio, where every stock has equal weight. Constrained only by the yield and its sustainability, the fund can invest
in any part of the world and any sector to achieve growth with lower risk. |
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(CAAPX) The Patient Investor
Apr 23, 12:50 PM EDT |
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| Taking advantage of Wall Street’s focus on the short term, Ariel Appreciation Fund seeks
stocks that are temporarily out of favor but whose long-term potential and predictable business models offer shareholders great value over time. Portfolio Manager Matt Sauer invests in quality companies in industries where Ariel has expertise, and only buys when these businesses are selling at a significant discount to their private market value. |
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(OLCVX) Diversified Large Caps
Apr 16, 9:09 AM EDT |
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| Jerome Heppelmann manages both the Old Mutual Large Cap (“Large Cap Fund”) and
the Old Mutual Focused Fund (“Focused”) with a similar philosophy and process that are
based on a combination of quantitative and qualitative analysis to find the right balance between valuation, near-term dynamics, and long-term growth. But the Large Cap Fund is more diversified - it is designed for investors who may not want the large individual weights of a concentrated fund. |
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(OBFVX) Active for Alpha
Apr 13, 11:20 AM EDT |
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| Jerome Heppelmann, the manager of the Old Mutual Focused Fund, believes that there
is ample opportunity in the large-cap space because most of his peers strictly follow the
benchmark. Contrary to them, the fund invests in no more than 30 companies. Cognizant of the inherent risk in a focused portfolio, the manager grounds his selection on the trade-off between valuation and growth and looks for companies that offer downside protection. |
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(HFGAX) A Global View on Technology
Apr 11, 12:02 PM EDT |
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| To invest successfully in technology one has to have a global perspective. The technology
sector is perhaps the most global in terms of both supply and demand. That’s why Ian
Warmerdam, the manager of the Henderson Global Technology Fund, believes that the analysis of technology stocks cannot be done from a purely domestic perspective if you want to have the entire picture. The Fund stresses rigorous analysis, valuation and behavioral finance techniques in its bottom-up selection process. |
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(CBMAX) Mid-Cap Gems
Apr 10, 8:55 AM EDT |
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| The true business owner perspective means a truly long-term view when buying and selling
stocks. That in itself provides an advantage over the competition, according to Jim Norris the manager of the Wells Fargo Advantage C&B Mid Cap Value Fund. The long-term view and the relatively small number of holdings enable him to capitalize on the short-term problems and respective price dips of otherwise quality businesses. |
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(EPIEX) Small-Cap Values
Mar 20, 10:45 AM EDT |
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| Small-cap investing requires a hands on approach and to do this internationally demands an investment process that is scalable. Epoch International Small Cap Fund seeks long-term capital appreciation by investing at least 80% of its assets in small-cap companies outside of the U.S. Incorporating a top-down thematic approach with fundamental bottom-up stock analysis,
Daniel Geber, portfolio manager, aims to offer a differentiated investment process in small-cap
investing. |
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(MTRPX) Active in Large Caps
Mar 16, 12:30 PM EDT |
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| It is a general belief that you cannot have an advantage in the well researched large-cap
space. Yet, Bob Markman, the manager of the Markman Core Growth Fund, believes that his
style of large-caps investing provides ample opportunities for outperformance. Running a
focused portfolio of 35 stocks, Markman has shown an ability to create value by selecting the companies ‘at the top of the food chain’ and trading around those positions when opportunities arise. |
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(BACFX) Quantitative Growth Search
Mar 15, 10:31 AM EDT |
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| The combination of expected growth and attractive price is lucrative to any investor. Bjurman Barry Associates has developed a quantitative model to screen stocks that reflect this investment profile. Patrick Bradford, portfolio manager of the Bjurman Barry Mid Cap Growth fund, relies on fundamental judgement to construct a diversified portfolio of 70 mid-cap growth stocks.
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