|
|
(TGVAX) Going Anywhere to Find Value
Jun 27, 10:05 AM EST |
|
| Wendy Trevisani, the co-manager of the Thornburg International Value Fund together with Bill Fries and Lei Wang, runs a focused and, yet, diversified portfolio. With no constraints on industries, capitalization sizes, or geographies, the fund looks anywhere to find value and growth
potential, including the emerging markets. Its long-term bias and a global approach allow the fund to spot opportunities that others may neglect and play them in a variety of ways. |
|
|
Full Story... |
(SASPX) Seeking Advantage in Asia
Jun 14, 9:59 AM EST |
|
| While most investors tend to go with the flow when exploring the Asian markets, the Wells Fargo Advantage Asia Pacific Fund is using every tool at its disposal to get in early on new investment ideas. In order to take advantage of all the opportunities in developed and emerging Asian countries, portfolio manager Anthony Cragg seeks both growth and value situations, as well as larger- and smaller-cap stocks. |
|
|
Full Story... |
(KGDAX) Global Small Cap Search
May 03, 9:55 AM EST |
|
| Growth portfolios are associated with more risk but Joseph Axtell, the manager of the DWS Global Opportunities Fund, believes that if you have the flexibility to look for growth anywhere, you can control your risks better. He manages the fund with maximum choices not only in terms of locations, but also in terms of market cap and growth type. A crucial aspect for finding opportunities is the input from Deutsche Bank’s local analysts all over the world. |
|
|
Full Story... |
(IAGEX) Dividends for Stable Growth
Apr 24, 9:52 AM EST |
|
| Dividends are a key part of the return of an equity portfolio, according to the managers of the ING Global Equity Dividend, as they provide smoother and more sustainable growth. But finding the right companies remains crucial as running a high-conviction portfolio, where every stock has equal weight. Constrained only by the yield and its sustainability, the fund can invest
in any part of the world and any sector to achieve growth with lower risk. |
|
|
Full Story... |
(IVINX) Global Growth
Feb 21, 11:31 AM EST |
|
| Not too many growth investors feel comfortable with investing in emerging markets. Employing a judicious strategy in order to understand sector and earnings dynamics, Ivy International Growth Fund manager Thomas Mengel and his team face this challenge. The fund focuses on selecting
companies domiciled in developed markets which have been successful on a regional basis and which have the potential to replicate this success. |
|
|
Full Story... |
(GB0030229487) Allocation and Appraisal
Feb 21, 9:16 AM EST |
|
| Using an absolute valuation-based approach to fund management, the Royal London
European Growth Trust seeks to achieve capital growth by investing mainly in quoted
European equities. The fund manager Kevin Lilley bases his portfolio construction on the macro background in the marketplace because he believes that stocks’ profitability is dependent on what happens within the economic cycle. |
|
|
Full Story... |
(EPIEX) Small-Cap Values
Mar 20, 9:12 AM EST |
|
| Small-cap investing requires a hands on approach and to do this internationally demands an investment process that is scalable. Epoch International Small Cap Fund seeks long-term capital appreciation by investing at least 80% of its assets in small-cap companies outside of the U.S. Incorporating a top-down thematic approach with fundamental bottom-up stock analysis,
Daniel Geber, portfolio manager, aims to offer a differentiated investment process in small-cap investing. |
|
|
Full Story... |
(PAEAX) Truly and Comprehensively Diversified
Mar 06, 10:14 AM EST |
|
| 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. |
|
|
Full Story... |
(GTDDX) Developing Strength in Developing Markets
Feb 22, 10:10 AM EST |
|
| 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. |
|
|
Full Story... |
(MPYMX) Emerging Europe Convergence
Jan 11, 10:01 AM EST |
|
| 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. |
|
|
Full Story... |
1
2
3
4
5
6
7
8
9
10
 |
|
