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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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(LFTAX) Wealthy Over a Lifetime
Sep 06, 8:04 AM EDT |
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| A long-term perspective and experience definitely help Roland Manarin, the manager of Lifetime Achievement Fund, in his search of ‘the best of the best.’ He builds a diversified portfolio of equity funds with the idea that it is ownership that protects and grows wealth. Investment decisions are
based either on understanding the impact of fiscal and monetary policies, or simply on defying mainstream logic. |
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(BAEIX) Dividends Matter
Sep 05, 10:00 AM EDT |
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| Slow and steady wins the race. Most fund managers know that well but few of them really put the philosophy into practice. In a world of growth investing, dividends fell out of style for a long time, but the reality is that dividends, reinvested, have provided over 40% of equity market returns over time. George Shipp and his team at the helm of the BB&T Equity Income Fund look for rising income and dividends to generate 8% or better return for the investors. |
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(NCGFX) Balanced at Core
Sep 01, 10:15 AM EDT |
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| With a multi-discipline and multi-manager strategy, the New Covenant Growth Fund aims to outperform the broad market over long periods of time. It has entrusted its assets to five sub-advisors but closely monitors their performance. The sub-advisors not only have to beat their respective benchmarks, but also to comply with the social responsibility aspect of the fund, which prohibits investing in certain companies.
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(MDIDX) Buying the Whole International Race
Aug 30, 10:52 AM EDT |
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| Since international exposure usually represents only a small part of investors’ assets, it is most often concentrated only in
the style that has recently outperformed as advisors rarely have the capacity to offer more diversification. Recognizing that demand for style-specific non-US investing will grow, MFS has bundled together its five flagship international products to provide an easy and cost-effective access to truly
global markets. |
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(ICARX) Asian Values
Aug 28, 11:24 AM EDT |
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| Investing in Asian Pacific stocks is a daunting task. With more than fifteen exchanges, currencies and economic cycles, investment managers need a specific focus and well-honed quantitative discipline. The ICON Asia-Pacific Region Fund invests in sectors and industries rather than companies to mitigate country and currency risks. The sectors and industries across the region may be a better way to exploit investment arbitrage than to build a country-specific fund.
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(SWOIX) Five International Managers in One Fund
Aug 25, 11:22 AM EDT |
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| Jeffrey Mortimer’s job isn’t stock picking. Instead, he picks managers, and more importantly, he picks how much capital is allocated to each manager. The goal is to achieve a broadly diversified international fund that can have a value tilt or a growth tilt depending on the macroeconomic environment. A key aspect of the fund’s strategy is the focus on future, not past performance, and that is achieved through a proprietary mean reversion model. |
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(KREAX) Diversified Real Estate
Aug 24, 9:16 AM EDT |
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| Investing in stocks and bonds has been accepted as a diversification strategy and now increasingly real estate has been regarded as a way to diversify investment portfolios. Investing in real estate companies requires understanding of management, hard assets and cash flows at the property and company levels. Joel Beam at
Kensington Real Estate Securities Fund looks for high quality real estate and management teams that have demonstrated track records.
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