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(TRIGX) Global Value Search
Feb 16, 2:23 PM EST |
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| Finding undervalued investments around the world requires a rigorous investment process and thorough research. In addition to attractive valuation, the International Growth & Income Fund of T. Rowe Price needs to see a potential catalyst and an asymmetrical risk/reward before it invests in a stock. Dividends are an important part of the fund's strategy to provide both income and long-term growth. |
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(MGIAX) Conservativeness in a Global Context
Oct 11, 1:01 PM EST |
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| Barnaby Wiener, the manager of MFS International value, 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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(CPEQX) Riding the Sentiment
Jan 31, 9:13 AM EST |
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| Investors generally look for underperforming stocks that will improve in performance over time and reward them with attractive returns. The strategy adopted by Cookson Peirce Core Equity Fund manager Bruce W. Miller is just the reverse. He follows a proprietary investment process that relies on a judicious and consistent sell discipline, and invests in strong stocks that are outperforming the market and continue to do so. |
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(DOIGX) Tracking Global Trends
Jan 30, 9:27 AM EST |
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| Many important academic studies have shown that a globally diversified portfolio is safer, less risky and more diversified than just investing in the U.S. In the long-run, it is more important to get the long-term global market and industry trends right rather than individual company fundamentals.
Shepherd Large Cap Growth Fund manager Paul Dietrich subscribes to these findings and
tracks “Global Super-Cycle” trends by using a specialized relative strength tracking methodology. |
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(GEMFX) Knowing the World Thoroughly
Oct 26, 1:23 PM EST |
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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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(WIBCX) Research and Experience Driven
Oct 19, 1:51 PM EST |
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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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(SGQAX) Thinking Out of the Box
Sep 12, 1:56 PM EST |
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| Globalization is a fact that dramatically changes the rules of the game. These changes can be a true gift for investors who understand the forces of globalization and are not afraid to look forward into the next decades. In a game of shifting dominance, the
Scudder Global Fund finds opportunities even at unexpected places, not only in long-term winners, but also in defenders under pressure. |
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(STMGX, STSGX) In Quest of Core and Catalysts
Jan 29, 9:23 AM EST |
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| Identifying high return companies in the relatively volatile small-cap and mid-cap space requires considerable experience and expertise. Ryan Crane, portfolio manager of the Stephens Mid Cap Growth Fund and the Stephens Small Cap Growth Fund, and his research team employ a judicious combination of fundamental and quantitative analyses in their unique dual-approach strategy to make money from growth investments for their two funds. |
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(SWRLX) Macro Trends, Macro Gains
Jan 25, 5:50 AM EST |
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| Global investing with all its inherent sector, country-specific and currency risks requires broader perspective and a disciplined approach. Sentinel International Equity Fund manager Kate Schapiro and her team follow a unique strategy that tracks country, global, sector and even style trends, to pick stocks that will provide above average returns over the long term
with a moderate level of volatility. |
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(FPPFX) Looking for Superior Businesses
Jan 16, 7:46 AM EST |
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| Identifying superior businesses with sustained high returns on capital in a universe of small to mid-cap stocks is easier said than done. FPA Perennial Fund manager Eric S. Ende endeavors to do exactly that by adopting a judicious strategy of a company-oriented approach, scrutinizing past track records, and analyzing the businesses to confirm that the company’s past superior performance will most likely continue into the future. |
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