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(BJMIX) Micro Cap with Macro Returns
Sep 21, 8:32 AM EDT |
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| The Brazos Micro Cap Fund digs into the micro-cap arena looking for companies with potential for rapid growth in earnings and revenue under reliable management. The key
to this strategy is spotting opportunities before the market does and, hopefully, enjoying the ride from market cap in the range of $100 to $600 million to $1 billion. |
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(GB00302810) Stripping It Down to Stock Selection
Sep 19, 11:02 AM EDT |
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| Simple short term performance is relatively unimportant, according to Lee Gardhouse, the manager of the HL Multi Manager Special Situations Fund, as performance is influenced
by the style or geographical bias of the manager. That’s why, when selecting the underlying funds, his goal is to strip all the external effects on performance until he reaches the core - the pure stock selection ability of the managers. |
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(PINPX) The Worldly Investor
Sep 18, 12:59 PM EDT |
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| Investing abroad requires an understanding of companies, countries and economic cycles. Using quantitative metrics, the Principal Investors Diversified International Fund finds companies at the early stage of earnings growth and not yet on investors’ radar. The fund spreads its bets across 25 countries. A team of global researchers discover small and large companies in the developed and emerging markets.
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(IPOSX) Fund With Initial Offers
Sep 15, 4:03 PM EDT |
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| It will be a rare chance for an individual investor to get allocation of a hot IPO. A fund for an investor with a bigger buying
power and a commitment to ferret out a young company is the next best way to participate in the success of growth companies. The
IPO Plus Fund aims to invest in companies when they go public, track them in the aftermarket and seek out dynamic companies
with organic growth ahead of them.
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(HGKEX) Gauging Economic Performance
Sep 14, 11:49 AM EDT |
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| At HGK fund managers separate the drivers of economic performance from the reported accounting performance. Portfolio manager Michael Pendergast analyzes operating cash flow before he selects companies to add to his portfolio. Fundamental and bottom-up analysis underline the stock selection process of the HGK Equity Value Fund.
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(SECIX) Concentrated and Confident in Value
Sep 13, 10:56 AM EDT |
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| The Security Large Cap Value Fund aims at long-term growth of capital, investing the majority of its assets in large-cap companies with total market value of $10
billion and above. The management thinks about investment opportunities over a three- to five-year time horizon. They try to make fewer but better decisions based on the concept of owning businesses rather than stocks. |
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(TWHIX) Lead by Acceleration and Price Momentum
Sep 12, 10:39 AM EDT |
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| The great thing about growth stocks is that they can tremendously outperform the market for a period of time. The problem is that this window of opportunity, when the
earnings grow recognized and appreciated by the market, is usually rather brief. That’s why the American Century Heritage Fund stresses the effectiveness of monitoring and
identifying the areas of the market where fundamental acceleration and relative strength in pricing occur together. |
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(DVFAX) Dividend Growth vs. Absolute Yield
Sep 11, 8:25 AM EDT |
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| Despite its name, Cohen & Steers Dividend Value is not a traditional value fund. Its differentiated approach enables it to invest in areas typically avoided by value managers, such as biotech or technology. The key aspects of the fund’s strategy are the focus on dividend growth, the long-term outlook, and the emphasis on high quality vs. valuation. |
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(TFSMX) Disciplined and Seeking Alpha
Sep 08, 11:44 AM EDT |
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| Few mutual fund managers have a strategy and ability to profit during rising and falling markets. The TFS Market Neutral Fund uses a quantitative approach in identifying variables that act as leading indicators to profit from market anomalies. These indicators guide the manager in the stock
selection process. Falling markets and stock prices provide equal opportunity to generate excess return for the disciplined investor. |
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(TEBRX) Profit from Patterns
Sep 07, 9:07 AM EDT |
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| Investors can profit from a manager who keeps tabs on other managers’ investment styles and performance. Now there is a fund
that does that. As managers and styles rotate with market sentiment and economic cycles, investors can benefit from a systematic way to monitor and track those cycles of change. Curtis A. Teberg at The Teberg Fund works hard to analyze these cycles for his investors.
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