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(WPFRX) Margin of Safety
Sep 27, 9:10 AM EDT |
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| In today’s markets, forward-looking business analysis can reward an equity investor. The
investment approach of Westport fund manager Edmund H. Nicklin, Jr. depends on the dynamics of an event-driven, earnings-focused strategy to identify companies that are selling at an attractive discount relative to their potential within a two-year investment horizon. The “event” is responsible for creating either the valuation discount or the catalyst to remove an existing discount. |
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(IOLIX) Pricing the Value
Sep 26, 8:11 AM EDT |
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| ICON believes the news, the theories, and all the noise in the market can lead only to
emotions and beliefs that distort the true worth of a company or an industry. That’s why
Todd Burchett, the manager of the ICON Long/Short Fund, focuses on the results of the fund’s quantitative system in an effort to spot market opportunities presented by investors’ emotional responses to news and current events. |
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(EVAMX) Looking For Consistency
Sep 21, 7:51 AM EDT |
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| What can be a simpler yet more powerful strategy than to invest in 50 of the “best
of breed” S&P 500 Index stocks that have had both consistent historical earnings and
consistently outperformed the index? Everest America Fund manager Curt Van Hill and
his team have been following this elegant strategy successfully, where consistency is the keyword. This strategy also helps to ensure low operating costs. |
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(HLMGX) Quality in Quotients
Sep 17, 12:49 PM EDT |
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| While many global funds scour the world to find the best companies in their countries, the Harding Loevner Global Equity Fund has quite a different strategy. In an increasingly global economy, the fund looks for companies with competitive advantage across global sectors. A well-defined research process and a long-term investment horizon help the fund keep its focus on quality names with durable growth. |
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(VICEX) Economically Independent
Sep 14, 11:13 AM EDT |
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| According to the investment philosophy of the Vice Fund there are four major sectors that tend to be defensive in nature and immune to macro economic events and they are Tobacco, Alcoholic Beverages, Gaming and Aerospace Defense. Taking advantage of this fact, portfolio manager Charles Norton is looking for the best opportunities within both domestic and international companies in these sectors to diversify away from the U.S. economy. |
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(UTGRX) Investing Without Borders
Sep 06, 8:58 AM EDT |
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| In the dynamic world of stock market investing the Utopia Funds take an active approach and look for opportunities everywhere. The four funds, Growth, Core, Core Conservative and Yield Income, invest globally in a combination of stocks and bonds seeking long-term positive total return, independent of the market environment. The Growth Fund is designed
for the investor with the most comfort with volatility and the longest time horizon. |
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(FIVEX) Basic and Classic
Sep 05, 7:48 AM EDT |
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| No one knows where the winners of tomorrow are likely to come from. However, Michael
Willis, lead portfolio manager of Giant 5 Funds’ Total Investment System believes there are five essential themes on which people, the world over, will spend irrespective of market conditions and therefore, a diversified investment strategy and asset allocation that encompasses wider
asset classes beyond stocks and bonds, are the keys to performance |
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(CLVFX) Patient Values
Sep 04, 12:34 PM EDT |
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| It takes a great deal of ingenuity and patience to pick contrarian stocks with the belief that they will offer potential high returns over time. Croft Value Fund managers Russell and Kent Croft, and their staff of 5 analysts believe in such a commitment and follow a disciplined, multi-step process to get the best ideas for picking shunned or beaten down stocks for their portfolio. |
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(XXXXX) Knowing Your Risk Target
Aug 28, 10:00 AM EDT |
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| Starting with the premise that different investors have different resources, risk tolerances and objectives, the Hennion & Walsh SmartGrowth Lipper Funds represent portfolios in which the risk levels are differentiated across each of the Funds. Based on the recently released Lipper ETF
indices, the funds provide exposure to various market sectors, geographies, and asset classes, modeled to respond to the need for growth-oriented portfolios with balanced risk. |
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(IGIAX) Fundamental Morals
Aug 27, 11:09 AM EDT |
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| Aware of the risks connected with stocks investing, Integrity Growth & Income Fund uses a blended strategy to balance its investments between growth and dividend-paying stocks, depending on where value is in the stock market. Portfolio manager Robert Loest looks within his ethical universe to identify well-managed companies that generate reliable cash flows and
consistent returns on investment and that sell below their estimated fair market value. |
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