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(AEIIX) Valuable Inefficiencies
Jun 23, 7:34 AM EDT |
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| For Michael J. Chren, team leader for the Allegiant Asset Management Large Cap Value equity styles, value investing is a superior strategy because though markets tend to be efficient over the long term, it is critical to take advantage of short term pricing inefficiencies. His strategy does just that. Value stocks are not necessarily those with low P/Es, but those trading at least 25%
below their intrinsic value. The critical variable is how to measure intrinsic value. |
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(GTSGX) Participate and Protect
Jun 16, 12:02 PM EDT |
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| Seeking long-term capital appreciation through investments in mid-sized growth companies is part of the philosophy of the
Mosaic Mid-Cap Fund. Richard Eisinger, co-manager of the fund, believes that businesses with sustainable competitive advantages and predictable cash flow prove to be less risky in the long run. The fund prides itself on avoiding the herd mentality and thus limiting risk. |
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(ALPHX) Hedge Fund of Funds in the Mutual Space
Jun 07, 2:24 PM EDT |
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| A pioneer in the area, Alpha Hedged Strategies (ALPHX) defies easy comparisons. The fund employs real hedge fund managers with various strategies to create a risk-return profile suitable for mass affluent mutual fund investors. Through tight control over sub- managers and compliance with mutual fund requirements, Alpha eliminates
many of the hurdles between these two worlds. Financial intermediaries are crucial to educating investors on this complex product. |
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(TCVGX) Different Styles for Different Times
May 26, 8:45 AM EDT |
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| Texas Capital Value & Growth can easily turn from a micro-cap growth fund to a blue-chip value fund within a year. The manager Eric Barden believes that life is too short to fight the market, so he’d rather evaluate the relevance of 50 strategies to the current
environment. In essence, the fund aims to develop the optimal company profile for the current market and then looks for the securities reflecting that profile. |
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(JORDX) Fundamentally Justified Growth
May 15, 12:31 PM EDT |
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| When looking for growth, the Jordan Opportunity Fund explores macro trends and dislocations in the fundamental supply-demand story that go unrecognized by the market. It focuses on four to six investment themes where the firm builds
analysis advantage. A crucial part of Jordan's strategy is avoiding high-multiple stocks and the risks that go with them. |
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(PAMAX) Fundamentally Rooted
May 11, 12:56 PM EDT |
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| The Phoenix Small-Cap Growth Fund digs into the small-cap universe in search of the next Wal-Mart. The fund uses a fundamental
process and clearly defined criteria, looking for companies with high EPS growth foreseeable for the next five years, high return on invested capital (ROIC), and sustainability. Portfolio managers Yossi
Lipsker and Lou Holtz consider the long-term outlook crucial for success in the small-cap area and keep turnover low. |
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(LCGAX) Challenging Wall Street's Assumptions
May 05, 8:44 AM EDT |
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| It’s very difficult to have a competitive advantage in the large-cap area, where there is plenty of information available and everyone knows the companies well. AIM Large Cap Growth Fund, however, is trying to outperform its peers by better risk management. Relying on a balanced, unemotional, objective, bottom-up process, the fund uses hard facts to find investment opportunities and to identify stocks where
Wall Street consensus may be wrong. |
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(AASCX) At the Core of the Market
May 02, 11:26 AM EDT |
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| When you have two managers, one with value and one with growth perspective, you'd be less dependent on the type of stocks the market favors at the moment. The Thrivent Mid Cap Stock Fund combines not only growth and value, but also targets “the best of both
worlds” by investing in mid-cap stocks. According to the managers, the mid-cap universe combines the strong growth prospects of small-caps with the stability of large-caps. |
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(TTMEX) Independent at the Core
Apr 26, 11:23 AM EDT |
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| Independence and teamwork are key words at Turner, the investment company managing Turner Core Growth portfolio. Analysts are also owners, portfolio managers act as analysts and compensation depends on team results, all with the idea of putting the
client first. Very much growth oriented, this large-cap portfolio has an above average focus on mid-cap stocks as it aims to participate in their run towards becoming large-cap names. |
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(ASFAX) The Absolute Mix
Apr 24, 11:33 AM EDT |
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| Quite unusual for the mutual fund marketplace, the Absolute Strategies fund doesn’t choose the investments, but seeks the perfect mix of asset classes, strategies, and managers. The goal is
absolute return with low volatility and low correlation with the market so that investors would not have to take losses every time the market takes a downturn. As a fringe benefit, it brings institutional
approach in money management to the retail investor. |
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