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(QRAAX) The Kindness of Commodities
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| Although Morningstar places Oppenheimer's Real Asset Fund in the natural resources category, during our interview with lead manager Kevin Baum, Ticker learned that the fund goes beyond investments in instruments such as crude oil and natural gas. |
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(SVSBX) Don't Box Me In
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| Sticking with themes and identifying trends early, based on a combination of fundamental and quantitative research has guided the Security Mid Cap Value Fund, managed by Jim Shier, to the top percent among funds in its category. It has also topped the S&P 500 for the past five years. |
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(PKLFX) To QARP, Rather Than to GARP
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| Founder Allan Rudnick and chief research officer Paul Wayne manage Phoenix-Kayne Large Cap Fund, through both retail and adviser channels. The two have a combined 56 years of experience in delivering a return on a core portfolio of large-cap stocks that has remained in the top 10% in its category over a 10-year period. |
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(JHGRX) Demographics and Innovation Should Drive Healthcare
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| Linda Miller, CFA, is a vice president of John Hancock Funds. She believes the next 10 years will provide excellent results from this broad industry based on two key factors, demographics and technological innovation. She expects biotech names to play a key role in this growth. |
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(GTVLX) Always on the Lookout
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| Although a value manager, Matt Seinsheimer always has his eyes open for an opportunity that will give an extra boost to the $4.5 billion AIM Basic Value Fund. In a recent interview, Seinsheimer told TICKER he thinks the fund is well positioned for an economic recovery. |
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(BRMIX) The Long and Short of It
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| Since inception in 1997, the AXA Rosenberg Value Equity Long/Short Fund sports a three-year average annual return of 8.8%. With a 17% return as of Nov. 30, this fundamentals-based fund employs a balance of long and short positions that is backed by a expert team of researchers. Kathryn Mohan McDonald joined AXA Rosenberg in 1999 as a senior product strategist. |
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(SHEMX) Emerging Quietly
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| Although down roughly 3.5% as of Nov. 30, the Seligman Emerging Markets Fund's manager, Daniel J. Barker, thinks that foreign markets are quietly emerging from a global slump and could outperform the markets in developed countries if that growth perks up. |
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(NBFAX) Paying Less for More
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| After 26 years of experience at Neuberger Berman, Kent Simons has learned a few things about where true value lies in the stock market. The $1.1 billion Focus Fund is off to a promising start, due to overweight positions in financial services and contract manufacturing. |
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(VSCOX) Of Fish Ponds and Oceans
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| Playing it conservative in the volatile small-cap growth fund category has earned the JP Morgan Dynamic Small Cap Fund, managed by veteran analyst Juliet Ellis, the Lipper Leader designation for both consistent performance and total return. |
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