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(REAAX) Lifestyle Investing
Oct 24, 9:41 AM EDT |
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| Russell’s LifePoints Funds – available in two series: Target Portfolio Funds and Target Date Funds – are primarily geared towards investors planning their retirement.
The Target Date Series is designed for investors who prefer to base their investment decision on their expected retirement date and the Target Portfolio Series is aimed at those investors who want to base their decision on risk tolerance. |
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(SGFFX) Power of Basics
Oct 23, 10:46 AM EDT |
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| Many fund managers target stable growth but few base their investing on the most stable human needs existing from the beginning of time. Gerald Sparrow, the manager of the Sparrow Growth Fund, invests in companies that serve necessities such as housing, utilities, food, and certain services.
Otherwise, the fund is free to invest in any market cap range and any geographic market as long as the stocks satisfy its growth criteria. |
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(GB00317247) Thematic Investor
Oct 19, 10:08 AM EDT |
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| Thematic investing requires understanding of the themes that impact the markets and industries. Identifying these themes and leveraging this to a profitable investment is the hallmark of the Taylor & Young Equity and Income Fund. The search for themes takes the Fund manager from investing in luxury goods and utilities to benefiting from the boom in China. Making sure the management does what they say is how Nick Rundle avoids surprises. |
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(PRHSX) Healthy Returns
Oct 12, 1:21 PM EDT |
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| Investing in healthcare requires special understanding of drugs, diseases and the business of healthcare delivery. With the population ageing and cost of delivery of healthcare spiraling there are opportunities
to make and lose money. At T. Rowe Price Health Science Fund, Kris Jenner devotes his time to separating the winners from the
losers and is willing to pay a reasonable price for growing companies.
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(LLUKX) Real Value
Oct 09, 10:05 AM EDT |
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| Investors have long believed that investing in individual real estate properties or private real estate partnerships is more
lucrative than investing in publicly traded REITs. However, publicly traded REITs can offer opportunities to an investor who researches the underlying property portfolios and identifies those REITs that are trading at a discount to the market values of their net asset value. At Adelante, Michael Torres rigorously researches and values each company to identify discounts. |
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(CHASX) Chasing Growth in a Disciplined Way
Oct 04, 10:05 AM EDT |
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| The Chase Growth Fund is not a typical growth fund. With a fairly concentrated portfolio, it relies on a disciplined
quantitative and qualitative process to build a high level of confidence in each idea. David Scott, manager of the fund,
believes that the in-house research team and the extra step it takes in analysis are major assets. Building its own universe of growth companies, the fund often benefits from spotting stocks before they are included in the index. |
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(GB00324673) Global and Long Term
Sep 29, 11:56 AM EDT |
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| A broadly diversified global fund, NFU Mutual Global Growth still stays away from regions that it considers risky or beyond its expertise. Focusing on the developed world markets, the manager Matthew Bennett looks for the sector leaders and often utilizes investment themes. With a very
long-term horizon, the fund is able to ignore short-term noise and to carefully select the right time for buying. |
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(BJGQX) One Size Doesn't Fit the Globe
Sep 28, 9:50 AM EDT |
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| A major differentiator for the Julius Baer Global Equity Fund lies in its stock-selection approach which varies across sectors and regions. A uniform, “one size fits all”, strategy would be too confining, as would adhering to a strict growth or a value discipline,
according to the manager Brett Gallagher. He needs the flexibility to analyze what’s important to the market at a given time and an organization able to quickly process that
information. |
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(DVMGX) Trust in Positive Surprises
Sep 26, 10:53 AM EDT |
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| Diversified Mid-Cap Growth Fund normally invests at least 80% of its net assets in securities of medium sized companies.
Portfolio manager Clifford Fox seeks to generate better returns by identifying companies with positive earnings momentum before the market. The manager believes in the power of positive momentum and positive surprise.
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(SEFAX) Only the Best Ideas
Sep 22, 12:21 PM EDT |
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| Security Select 25 is a concentrated growth fund, but it isn’t interested in just any type of growth. Valuation is a crucial part of its philosophy as well as the competitive
advantage of the underlying companies and their ability to improve pre-tax returns on invested capital. With a longer time horizon, the fund invests only in its best ideas and gives them enough time to produce results. |
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