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(DASAX) Going for the Good Growth
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| John Heffern and Marshall Bassett run the Delaware American Services Fund with the belief that a good stock picker can spot a solid grower regardless of the valuation or the market’s latest flirtation with a particular sector. Heffern told Ticker how and why their fund remained in the top fifth of its peer group, beat the market handily, and did it without any exposure to tech and telecom. |
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(DEGIX) The Worldly Goods
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| Not all the stocks and all the markets in the world are created equal, yet they get the equal treatment at Delaware International’s value shop in London. Rigidly following a time-proven investment discipline, Emma Lewis and her International Value Equity teammates dissect the world’s businesses looking for solid cash flows sold on the cheap side. |
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(PZFVX) With Class and Old Fashioned Realism
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| With an in-house dedicated research team of 11 analysts and a proprietary computer modeling system, Richard Pzena and John Goetz have been managing this traditional value portfolio for nearly a decade now.
John Hancock Classic Value remained a consistent top-quintile performer over the past 5-year, 3-year, and 1-year periods. Pzena spoke to Ticker about their best quality picks and worst disappointments. |
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(HWLAX) Value Search and Research
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| Hotchkis and Wiley’s Large Cap Value Fund maintained its top quintile rank in the equity income category and handily outperformed the market in the 2003, when neither value stocks, nor large cap stocks were a sizzling hot item. Its manager Sheldon Lieberman told Ticker what it takes to find those large caps that can only go larger. |
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(MSFRX) Stability Pays
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| Running a consistent top-quintile performer over the past 10-year, 5-year, and 3-year periods by sticking to the textbook principles of portfolio construction is what Ed Baldini’s team is doing at the MFS Total Return Fund. The manager told Ticker how the classic 60% stocks over 40% bonds structure never goes out of fashion, as long as you are into the right stocks and bonds. |
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(WGGFX) Pure Performance
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| Jack Robinson spent the last 20 years proving that it pays to care both about portfolio performance and the environment. With a total return of 98%, his Winslow Green Growth Fund ranked among the top 5 growth funds for the 12 months ending November 2003. Jack told Ticker how the green screens and growth prospects led to the big payday. |
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(JENSX) Jensen's Nifty Fifty
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| Bob Millen’s team believes there are 50 stocks in the world that are worth buying at any point in time and selects the best 25 out of those. The purpose is to find the most consistent earners of the decade and thus try to guarantee solid returns over the long haul without volatile roller coaster rides. Bob told Ticker how this conservative strategy has helped the fund stay in the top quintile in the multi-cap core category. |
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(AIGYX) Not Your Typical REIT Fund
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| Styles go in and out of favor, but the returns of the Alpine Realty Income & Growth portfolio have remained pretty tangible like the assets of the companies Bob Gadsden invests in. Since its inception in 1999, the fund is ranked 2nd out of 106 in its peer group and doubled its investors’ money. The manager told Ticker how the REIT world delivered both income and growth in a period of record low bond yields and a record long stock market slump. |
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(RRESX) Real Estate Russell Style
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| Russell goes to real estate in the typical Russell style. Instead of building a portfolio of REIT stocks, Bruce Eidelson and his team look for the best blend of real estate fund managers. The head of the Real Estate Securities Fund told Ticker how no sector is too small to benefit from Russell’s trademark multi-manager approach. |
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(TVAFX) The Three Silos
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| There is more to Thornburg Value Fund than value. William Fries runs his top-quintile portfolio by allocating across three broad categories – basic value, consistent earners, and emerging franchises. |
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