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(PORTX) Net Green
Jan 30, 11:07 AM EST |
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| Portfolio 21 is a global growth equity fund that seeks long-term capital growth. Employing a bottom-up approach to stock selection, portfolio manager Tony Tursich, along with the portfolio management team, focuses on companies that have positioned themselves to steer through the increased demand for diminishing natural resources, coupled with the deteriorating
environmental situation. |
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(CLSAX) The Importance of Asset Allocation
Jan 25, 8:50 AM EST |
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| For the managers of the AdvisorOne Amerigo Fund, it is much more important to be in the right part of the market than in the right security. Designed as a fund of funds that can be used as a core holding by advisors, the fund invests primarily in ETFs spread across multiple sectors, styles, and countries. Its risk budgeting strategy allows it to be well diversified and, at the same time, to take enough risk for bringing additional return. |
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(SAPHX) Relative Value in High Yield
Jan 19, 10:03 AM EST |
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| Any bond is a potential candidate for the Summit High Yield Bond Fund, as long as it meets the selection criteria for the right price, asset coverage, free cash flow, and economics. The strategies employed by the high yield team include investing in upgrade candidates, special situations, or pure yield plays, with the idea of building a diversified portfolio with stable
performance. |
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(GB00094652) Long-Term Horizons
Jan 18, 10:32 AM EST |
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| Clive Ward, the manager of Wesleyan Growth Trust, manages money with a very longterm
view in mind. A key part of the Trust’s strategy is not chasing the latest hot stocks. On the contrary, the trust directs new money to areas of the markets that are temporarily out of favour. Mostly invested in UK large-cap blue chips, and with more than 100 holdings in its portfolio, Wesleyan targets long-term growth with lower risk. |
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(RYSRX) Sector by Sector
Jan 12, 9:55 AM EST |
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| Rydex Sector Rotation Fund is built on the premise that industries that have performed well in the past will continue to perform well in the future. The management uses two measures of momentum - a 3-month and a 12-month look back on the industry performance. The fund ranks all of the 62 industries in its universe and is buying the top 10% in either measure of momentum. |
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(MPYMX) Emerging Europe Convergence
Jan 11, 9:59 AM EST |
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| Starting with the premise that Eastern Europe will continue to display faster growth rates than Western Europe in the convergence process, the Metzler/Payden European Emerging Markets Fund is set to benefit from this trend. While the fund manager, Markus Brück, believes that the greatest opportunities and efforts should be in the small-cap area, he also doesn’t
ignore large caps in order to build a stable, diversified, and less risky portfolio. |
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(OAKVX) Focus and Discipline in the Value World
Jan 10, 7:35 AM EST |
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| Every investor tries to buy great businesses at attractive prices, but very few of them have a clearly defined way to do this. Larry Coats, and David Carr co-managers of Oak Value Fund, believe in valuing equities as businesses and in building a thorough understanding of the key drivers of each company in the portfolio. Restricted only by the firm’s investment principles and
discipline, the Fund’s managers may invest even at unusual value places like technology. |
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(GB00312693) Choosing the Right Funds
Jan 03, 11:12 AM EST |
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| Peter Walls, the manager of the fund of funds Unicorn Mastertrust, blends a long-term
value approach to investment with a touch of opportunism when appropriate. The final
goal – to provide financial advisors and private retail investors with managed service, diversification across a range of fund managers, and a bit of extra return. |
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(MAVFX) Better Returns from Better Businesses
Dec 28, 1:42 PM EST |
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| Using the principles of value investing, the Matrix Advisors Value Fund aims at identifying better businesses in better industries across the entire economic spectrum, and at buying them below their intrinsic value. Investing in both dividend and non-dividend paying companies that are financially strong and meet specific valuation criteria, the portfolio manager David Katz seeks a total rate of return comprised of capital appreciation and current income. |
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(PVFAX) Confidence in Fundamentals
Dec 22, 8:04 AM EST |
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| The Paradigm Value Fund takes advantage of inefficiencies in the small-cap market to develop a deeper understanding of target companies and, as a result, gain advantage in the marketplace. Seeking capital appreciation, portfolio manager John Walthausen is looking for stocks with strong
fundamentals and long-term potential. |
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