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(GB00075570) Contrarian and Selective
Nov 09, 8:09 AM EST |
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| Sectors and stocks can go in and out of favor, and the market discards companies with
longer-term potential more often than one would think. Bradley Mitchell, portfolio manager at The Royal London UK Growth Fund, has a core view about an industry and a stock and takes a different view from what the market is doing short term. The Fund takes a pragmatic approach to investing in industries which have attractive returns and are growing revenue and earnings.
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(HMVLX) Classic Core Value
Nov 09, 7:46 AM EST |
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| If you buy companies at appropriate valuations, you should do better than the market over time while taking less risk. This philosophy may sound simple to understand but is hard to execute. For Richard Earnest, co-manager of the HighMark Value Momentum Fund, it means conservative five-year forecasts on 700 companies, various estimates of their worth, a thorough understanding of the key issues, awareness of the downside risk, and a top-down view on the world. |
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(QFVOX) Screening for Global Opportunities
Nov 07, 11:09 AM EST |
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| Scouring the world for value plays is not an easy job, but the Quant Foreign Value Fund has found a way to narrow down a universe of 24,000 companies down to 400 in just two days. The remaining 28 days of the month are for scrutinizing financial statements and for traveling around the world for a first-hand experience with the companies on the short list. An emphasis on cash flow enables comparisons and helps to control the risk. |
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(WGGFX) Green Returns
Nov 03, 10:22 AM EST |
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| Combining growth investing with environmentally responsible practices does not seem that difficult when you talk to the manager of the Winslow Green Growth Fund. Not limited only to renewable energy or organic food industries, the fund finds many
opportunities among young technology, science, or consumer companies that are established with a bias towards responsible practices.
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(GB00336681) Large Caps, Income and Capital Growth
Nov 03, 10:06 AM EST |
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| The companies with rising cash flows are more likely to raise dividends. Neil Cumming at PSigma Investments is looking to invest in large-cap companies for the safety of the principal but also in companies with rising cash flows and a history of growing dividends. With 70 holdings in some of the largest UK-listed companies, the Fund balances the rising income from the dividend and the growing corporate earnings. |
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(LCCMX) All About the Dollar
Oct 31, 11:40 AM EST |
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| The bigger picture for clearer decisions. John Lekas runs The Leader Short-Term Bond Fund with a top-down approach, a macro view which determines the direction of the portfolio. Opportunistic in nature, the fund aims to buy at the right moment and the right price.
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(CGRAX) Growth at Value Price
Oct 30, 11:26 AM EST |
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| Since growth comes in various flavors, John Enlund, the manager of Country Growth Fund, emphasizes the growth in fundamentals that is reasonably priced in the stock. This low-turnover large-cap growth fund utilizes both the top-down approach to identify sectors and bottom-up analysis to pinpoint
companies. Involving other portfolio managers as analysts, the fund benefits from the differentiated perspectives on stock picking.
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(GRSPX) Searching for Value in Stocks and Bonds
Oct 27, 1:11 PM EDT |
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| With a focus on capital preservation, Greenspring Fund aims at steady, non-volatile
performance, regardless of what the markets are doing. This broad mandate, which enables
the Fund to look for value in any capitalization range, is crucial for achieving its goal. Chip Carlson, the manager of the Fund, believes in knowing your boundaries and investing within areas you understand well. |
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(BVEFX) Independent and Focused
Oct 26, 1:00 PM EDT |
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| A small but experienced and loyal team is one of the greatest assets of Becker Capital Management. The privately held advisor to the Becker Value Equity Fund is committed
to remain independent with all of its shareholders being employees of the firm. Opportunistic in nature, the fund invests primarily in large undervalued companies with stable to improving fundamentals. |
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(FMIHX) Rising Return on Capital
Oct 25, 1:11 PM EDT |
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| Investing is as much art as science. Short-term investors reward fast-growing companies with high multiple valuation but invariably this growth slows down, taking down the high-flying stocks with it. Finding companies with stable growth, strong market positions and rising return on capital takes analysis and conviction beyond reading financial statements. The team managing the FMI Large Cap Fund thrives in researching companies and
stocks for these metrics.
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