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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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(OTCFX) A Blend of Ideas
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| Besting the Russell 2000 index, while staying within the small-cap universe is the goal of Greg McCrickard’s Small Cap Stock portfolio. Building and maintaining a blend of 250 names across the value and growth categories takes a blend of research and valuation methods, fueled by ideas from T. Rowe Price’s sizeable analytical force. |
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(VESTIN) Hard Lending
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| Vestin Capital has a long track record of making profitable short-term loans to commercial real-estate developers. With Vestin Funds One, Two, and the recently-launched Three, it offers shareholders the opportunity to share its success in real-estate lending. |
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(AMSOUTH) After the Yield Mania
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| The bear market is over for Joseph Keating, the Chief Investment Officer of AmSouth Funds. Telling what comes next, however, might be trickier than it seems. For AmSouth’s fund family, forecasting is fine, but the real name of the game is diversity and lasting relationships. |
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(SAGWX) Small Cap Secret Sauce
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| When Scott Brayman asserts that his fund’s worst days are still better than most people’s best days, it doesn’t sound too hollow next to the fund’s top-quintile performance in the past 5-year and 10-year periods. Looking for small to mid-sized companies with some “secret sauce” is no revolutionary concept, but Brayman’s execution on it deserves credit. |
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(JIECX) Globetrotting for Growth
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| “Over the next 10 years money will be treated better outside the U.S.” is the message Ticker got from Peter Harrison of JP Morgan Fleming International Equity Fund. His reasons are simple – it’s easier to find something in places where too few people still dare to look. |
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(HIPAX) Forewarned Is Forearmed
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| William Davison, Director of The Hartford’s Funds Management Group has over 21 years of investment experience. He is a co-manager of the firm’s Inflation Plus and Income mutual funds. Prior to joining The Hartford, Davison served as a vice president of corporate finance with Shawmut National Corporation, and also as a loan officer with Manufacturing Hanover Trust Company. |
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(AVMIX) Conservative Concentration
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| For a change, there is a manager who invests in the past, and not the future. Steve Goddard gets nervous when valuations become very forward-looking and loves Warren Buffett's business strong enough to put 1/4 of his fund's money into Berkshire Hathaway. |
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(SATMX) Micro Is No Small Thing
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| Started out of an 'intellectual curiosity,' the Satuit Micro Cap Fund never left Lipper's top-quintile in its three years of history. Robert Sullivan talks about the benefits in the trend of really small companies outperforming in the first year of a recovery phase. |
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(VNEPX) With a Weak Dollar in a Big World
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| Rajiv Jain believes that international investing is still about buying companies and not countries. He told Ticker his story how making money or losing money is not determined by one's 'view of the world as such.' |
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