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(ICTUX) Seeking Value through a Disciplined System
Mar 12, 1:21 PM EDT |
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| With the premise that the market can misprice stocks, Todd Burchett, the manager of the ICON Telecommunication & Utilities Fund, relies on a quantitative system to value stocks. The non-emotional system calculates value-to-price ratios and points to the industries that the system identifies as being on sale and can potentially lead the market. |
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(PAEAX) Truly and Comprehensively Diversified
Mar 06, 9:25 AM EST |
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| For Jeffrey Knight, portfolio leader of the Putnam Global Asset Allocation Growth Fund,
active management means top-down allocation across asset classes, countries, sizes, and
sectors, as well as a bottom-up approach within each category. With more than 2,000 holdings, the fund’s goal is to achieve the right balance of the diversified holdings. Emphasizing the collective characteristics of the holdings, the fund relies on quantitative research for all the decisions. |
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(MSAVX) Before the Street Does
Mar 05, 10:17 AM EST |
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| The negative consensus among investors and analysts on troubled companies only
provokes the interest of Sergio Marcheli, one of the portfolio managers of the Van Kampen American Value Fund. But the final ‘buy’ decisions are taken based on in-depth fundamental analysis, assessment of the management and its chances to turn the company around, and the mandatory presence of a positive catalyst. That strategy aims to discover the success stories before everyone else on the Street. |
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(OPTIX) Getting the Big Picture Right
Mar 02, 10:02 AM EST |
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| The ThomasLloyd OPTI-flex Fund is a fund of funds that utilizes an opportunistic approach
by investing in mutual funds in various asset classes, investment styles, market capitalizations, and in funds that leverage or short the markets. As a result, Portfolio Manager Jeff Unterreiner believes that the fund is adequately diversified to be a life-time investment that should outperform
through a full market cycle. |
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(TMRFX) Russia in the Post-Emerging Era
Mar 01, 11:52 AM EST |
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| The emerging markets are dynamic places that require the double effort of getting to know
them and staying on top of the fast changing societies. John Connor, the manager of the Third Millennium Russia Fund, believes that the Russian market no longer offers cheap stocks associated with high risk. Rather, he sees opportunities for participating in the high growth and domestically financed growth of a relatively stable market. |
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(GTDDX) Developing Strength in Developing Markets
Feb 22, 1:08 PM EST |
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| AIM Developing Markets Fund managers Steve Cao and Borge Endresen believe emerging
markets fundamentals have dramatically improved. That’s why they are comfortable with a growth-style investment process that emphasizes bottom-up stock selection. Volatility is not a thing of the past, but long-term investors may be amply rewarded for enduring that volatility. With low correlation to the U.S. market, the fund may provide a diversification benefit to the
U.S. investor. |
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(BOYAX) Private vs. Public Value
Feb 16, 11:40 AM EST |
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| Wall Street and the private market may differ substantially in their valuations of a business, and that’s an opportunity for the Boyar Value Fund. The fund aims to buy businesses at a significant discount to their intrinsic value with the idea that, over time, the market will value them appropriately, or they will be acquired. Relying on in-depth fundamental research, the
manager Mark Boyar runs a concentrated portfolio with very low turnover. |
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(AVEGX) Consistent and Less Volatile
Feb 14, 8:02 AM EST |
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| Quite different from its peers, the Ave Maria Growth fund invests in a relatively small number of domestic stocks that it selects through a systematic ranking system. The manager, James Bashaw, is free to invest in companies of any size as long they fit with the requirements of long-term risk-adjusted expected returns. But regardless of their attractiveness, the fund does not invest in companies that offend Catholic values. |
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(MOFQX) Manager Performance
Feb 09, 11:35 AM EST |
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| Starting with the premise that the mutual fund industry does something wrong in searching for talent, the Marketocracy Masters 100 fund has decided to cast a broader net to find the people who can consistently beat the market. Reaching out to places not traditional for the mutual fund
world, the company has built the technology platform to track members on the site who excel at trading and utilize the insights of the best ones. |
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(EVTMX) A Broad View on Utilities
Jan 31, 12:57 PM EST |
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| Specialty or sector funds aren’t famous for the diversification they provide, but the Eaton Vance Utilities Fund has found a way to avoid concentration. With a very broad view on what the utility sector is, the manager Judith A. Saryan also invests in telecom and renewable energy companies when the macro environment is favorable. A significant international exposure further reduces the sector risk and provides a larger investable universe. |
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