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(GEMFX) Knowing the World Thoroughly
Oct 26, 7:41 PM EDT |
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| Unlike other funds, the Global Emerging Markets Fund has a flat structure, where managers are deeply involved in investing activities and less in administrative issues. The fund capitalizes on the pricing inefficiencies and lack of coverage of the emerging markets by thorough fundamental research and regular company visits. An emphasis on risk management is another key characteristic of the fund.
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(THCGX) Flexibility and Risk Control
Oct 21, 3:21 PM EDT |
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| Growth investors have learned their lessons in the past years, according to Alex Motola, manager of Thornburg Core Growth Fund. He doesn’t try to time the market or predict
which type of stocks will be hot in the future. Instead, he runs a portfolio that is diversified across the growth spectrum and focuses on the fund's core competence – picking stocks based on in-depth fundamental research.
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(WIBCX) Research and Experience Driven
Oct 19, 5:28 PM EDT |
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| Starting as a research firm 40 years ago, Wright Investors’ Service considers research and analysis to be the cornerstones of its investment process. The fund has its own definition of what a blue chip company is. To qualify for that label and to make it to
Wright Approved Investment List, a company has to meet 32 standards of investment quality.
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(OPIGX) Different at the Core
Oct 17, 11:30 AM EDT |
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| Abond fund that doesn't particularly emphasize yield may surprise you, but this approach fits well into the philosophy of the Oppenheimer Core Bond Fund. High yields are associated with high risk, and that is something the Fund’s managers try to avoid.
Different from its peers, the fund focuses on what investors expect from a core bond allocation – consistent, competitive risk-adjusted returns.
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(ARBFX) The Art of the Arb
Oct 13, 8:08 AM EDT |
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| The liberalization in the mutual fund industry has allowed the Arbitrage Fund to take advantage of some of the investment techniques that were previously reserved for hedge funds only. John Orrico, who has run the portfolio since 2000, seeks capital
appreciation and preservation of capital by applying well-defined research and risk controls in the risk-savvy world of mergers and acquisitions.
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(MGIAX) Conservativeness in a Global Context
Oct 11, 12:58 PM EDT |
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| Barnaby Wiener, the manager of MFS International Value Fund, combines a conservative approach to managing investors’ money with bravery when he has enough confidence in a story. He doesn't like grand projections on the direction of the world and stays focused within his expertise – bottom-up stock selection, which involves careful evaluation of both the upside and the downside potential. |
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(NPMDX) Following the Numbers
Oct 05, 5:21 PM EDT |
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| Starting with the belief that the market's focus changes over time, Navellier Midcap Growth Fund has designed a dynamic model, testing a hundred criteria every quarter, to follow these changes. Despite being driven by fundamentals, this is a strict quantitative approach that eliminates all human bias from the stock-selection process. |
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(PSPFX) Long Bull Market
Jun 30, 9:17 AM EST |
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| Not constrained by geographic regions or company sizes, the managers of U.S. Global Investors Global Resources Fund (PSPFX) are only limited by their sector. Fortunately, they are able to prove that commodities are in a bull period that is here to stay for longer than usual. The industrialization of India and China, and the lagging commodities supply create the perfect opportunities for the fund. |
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(NARAX) Getting Big through Betting Small
Sep 28, 9:39 AM ET |
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| Believe it or not, there are bond funds that don’t really care about the level of interest rates. This strategy has worked quite well for Phoenix Multi-Sector Short Term Bond Fund, which takes only small bites of risk in a diversified fashion. Achieving consistent returns in any interest rate environment, manager David Albrycht thinks the key is active sector rotation and granularity.
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(HNEAX) Quantitative Approach
Sep 26, 11:08 AM ET |
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| The Huntington New Economy Fund looks for innovation, broadly defined. We can find it in any industry, whether in a process, a product, or a management style. It is more important to the management of this fund to stay focused on growth, and to beat its benchmark with low risk. The philosophy driving the fund is that it is possible to generate excess returns through quantitative modeling processes. The fund’s focus is on small and mid-cap stocks, or SMIDs. |
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