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(JHYIX) Think and Invest Globally
Dec 07, 11:01 AM EST |
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| The high yield world does not sound that risky when you talk to Greg Hopper, the manager of the Julius Baer Global High Income Fund. Spreading out of the traditional definition of the high yield category, the fund achieves diversification through investing in allied asset classes as long as they are senior to equity. A key feature of its strategy is the global approach and the equity-like analysis of the high-yield bond segment. |
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(JBGIX) Seeking Returns Globally
Dec 01, 10:44 AM EST |
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| Yields on bonds may vary from country to country reflecting local economic growth and macro economic fundamentals of the country or the region. Investing globally in bonds requires an understanding of global economic currents, fund flows and currency dynamics. Don Quigley, co-portfolio manager of the Julius Baer Total Return Bond Fund, leverages these factors to enhance returns. |
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(UNCMX) Beating the Expectations
Nov 29, 1:04 PM EST |
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| The well-researched large-cap blend area of the market is difficult to take advantage of, but Waddell & Reed Advisors Core Investment Fund does exactly that. The core belief of the fund is that earnings and cash flow generation drives stock prices. Using both a top-down and bottom-up approach the portfolio managers Eric Becker and Gus Zinn look for companies with earnings and cash flow that they believe will surpass expectations, and therefore, exhibit stronger stock performance. |
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(BSRIX) Systematic and Emotionless Analysis
Nov 28, 12:28 PM EST |
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| The Bishop Street Strategic Growth Fund acknowledges the fact that one can easily get lost in the flood of market information. That’s why the fund based its philosophy on building a reliable system for analyzing data, a mix of quantitative and fundamental approach, which aims to remove all emotions from the process. A crucial element is the back-testing that goes decades into the past to ensure that all possible environments are observed.
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(RYVFX) Anchored in Balance Sheet
Nov 21, 1:22 PM EST |
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| Following a time-tested three-pronged investment philosophy Jay Kaplan, portfolio manager at The Royce Value Fund, seeks to generate higher returns by identifying companies with strong balance sheets, high return businesses and discount valuations. Using a contrarian approach, the manager believes that rock solid balance sheets offer brick wall protection against temporary operating problems at a company. |
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(OSTIX) Two Streams of Returns
Nov 20, 11:32 AM EST |
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| When developing its strategy, the Osterweis Strategic Income Fund, started with the premise of managing money with no restraints. It identified two consecutive cycles, and to capitalize on both of them, the fund emphasized the ability to switch between investment grade and high yield bonds – two asset classes that are usually considered mutually exclusive. The manager Carl Kaufman also believes in equity-like analysis and in going beyond the charts and the quotes. |
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(VTRIX) Wide International Value Horizons
Nov 14, 1:39 PM EST |
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| With approximately 220 stocks from around the globe, Vanguard International Value represents a broadly diversified international investment. The fund’s investable universe consists of 10,000 stocks from anywhere but the U.S., and as if this diversification wasn’t enough, Vanguard has chosen to work with three separate managers. But both of the managers share the belief that international value investing requires a thorough understanding of the handpicked companies. |
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(PDFDX) Discoveries in Micro Caps
Nov 13, 12:31 PM EST |
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| Investing in small and micro-cap stocks requires a special focus. A fund manager not only has to watch for business fundamentals but also look for investor sentiment. These thinly traded stocks can deliver outsized gains when very few analysts and investors are following the companies. The fund managers at the Perkins Discovery Fund combine fundamental valuation analysis with investor sentiment by following technical patterns on price charts to stay ahead of other investors. |
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(FOGRX) Undiscovered Earnings Growth
Nov 10, 8:01 AM EST |
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| Although First Focus Growth Opportunities is a growth fund, it doesn’t limit itself only to the growth industries. Instead, portfolio manager Kurt Spieler spreads the exposure across various industries looking for the companies with above-average growth in each group. The bottom-up research process is complemented by a risk control overlay whose final goal is a portfolio of 50 to 60 growth stocks with low correlations.
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(GB00016151) Responsible Value
Nov 10, 7:32 AM EST |
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| The combination of financial and social responsibility analysis provides unique benefits, according to the manager of CIS Sustainable Leaders Trust. The integration of social, environmental and ethical issues allows a more rounded appreciation of the risks and opportunities within potential investments. |
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