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(VSVAX) Mid-Cap Quant Strategy
Oct 26, 1:11 PM EDT |
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| Small-cap stocks offer great opportunities for capital appreciation, but tend to be vulnerable to competitive challenges and bad economic news. Viking Small-Cap Value fund employs a strategy designed to give downside protection in the search of long-term total return and capital preservation. For Gregory Greene, portfolio manager, buying high-quality companies trading at a discount to the market leads to a better performance over the long term with less risk. |
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(MVALX) Seeking Broken Angles
Oct 18, 1:02 PM EDT |
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| Most research shows that it is very difficult to beat the market, but Meridian Value Fund has discovered one area that over time has done that. That is investing in temporarily broken growth companies because the market tends to discount those at an extreme level. Fund managers Rick Aster and James England tr y to capitalize on that opportunity using a value investing strategy with a focus on the long-term earnings growth potential of companies. |
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(PEQUX) Selecting Stocks Globally
Oct 16, 10:51 AM EDT |
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| Identifying the right stocks in a vast global universe of over 2,500 stocks is both cumbersome and difficult. Shigeki Makino and Brad Greenleaf, portfolio managers for Putnam Global Equity Fund, and their global team of experts carry out this task by utilizing a process that blends quantitative and fundamental analysis, which they believe will deliver consistent returns and outperform their global benchmark. |
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(GB0031560740) Opportunity from Change
Oct 12, 1:05 PM EDT |
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| Incorporating thematic and top down views, Tom Walker, manager of Martin Currie North
America Fund, constructs a relatively concentrated portfolio of 40 stocks, which represent the research team’s highest conviction ideas. Stock selection aims to identify high quality companies going through a long-term positive change. |
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(TPAGX) Focused on the Best Ideas
Oct 10, 9:13 AM EDT |
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| Joshua Shaskan, one of three Portfolio Managers of the Transamerica Premier Focus Fund, believes that a concentrated fund may be less risky than a diversified one because of the attention and the thorough research each stock in the portfolio receives. With a long-term focus on highquality growth, the fund invests in 25 to 40 companies that it expects to be future winners. A team
approach and a focus on catalysts are among the key aspects of the fund’s management. |
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(JOHNSON) Mid-Cap Quant Strategy
Oct 09, 8:33 AM EDT |
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| A quantitative process, if well-constructed and disciplined, may eliminate the bias, the
emotions, and the behavioral pitfalls from the investment decisions. That’s why the Johnson Disciplined Mid-Cap Fund, formerly known as the Johnson Opportunity Fund, changed its approach in 2003. Today the fund relies on a multi-factor quantitative model and focuses on stock selection because that’s where the alpha is added. |
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(REDAX) Yielding to Dividends
Oct 08, 1:48 PM EDT |
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| Finding dividend-paying companies with the added ability to create equity value is an uphill task. RS Equity Dividend Fund manager Ray Anello and his team of eight sector-specific fundamental analysts and two quantitative analysts employ a well-disciplined investment strategy to identify those individual companies that not only can maintain their current dividends, but grow them over time. |
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(EMCAX) Embracing the Right Level of Risk
Oct 05, 11:41 AM EDT |
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| As a globally diversified core equity fund invested in companies of all sizes and market
segments, Empiric Core Equity Fund is trying to rotate its multiple structured investment
strategies in order to stay consistent with the current market. Portfolio manager Mark Allen Coffelt evaluates securities in the fund every day, comparing each to the opportunities currently available in the global market. |
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(GB0031559635) Exploiting Market Inefficiencies
Oct 04, 12:34 PM EDT |
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| In the fast-changing world of investment, the manager of Martin Currie Asia Pacific fund believes that there are many unexploited opportunities. Using Martin Currie’s Dynamic Stock Matrix, Jason McCay assesses the imminent postive change in a company before he takes a position. The portfolio of 40 to 50 stocks is picked carefully against the four main criteria: quality, value, growth and change. |
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(KGIAX) Structural Diversity
Sep 28, 7:36 AM EDT |
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| Globalization demands that businesses compete internationally, prompting governments to seek to fund infrastructure projects as a means of driving economic growth. The Kensington Global Infrastructure Fund is designed to take advantage of these trends. Portfolio manager Aaron Visse seeks total return from both capital appreciation and current income through investing in a portfolio of global infrastructure-related securities. |
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