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(NEIMX) Enhanced Dividend Strategy
Jun 25, 10:45 AM EDT |
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| Performance is all about the investor perception of the stock, according to Harvey Neiman, the manager of the Neiman Large Cap Value Fund. The fund focuses on dividend paying companies, as the market tends to supports them, and enhances that dividend through writing call options. He relies on a number of fundamental screens to build a portfolio of stable companies that can not
only perform, but also can help protect. |
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(PNMAX) Mid-Cap Leaders
Jun 17, 9:04 AM EDT |
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| Geneva Growth Fund invests in US based companies with consistent records of performance, experienced management, solid earnings history, superior growth potential and market values within the cap range of the Russell Midcap Index. About 70% of the investment team's new ideas come from conferences and company visits. This bottom-up approach is supplemented with “top-down“ considerations-reviewing general economic conditions and analyzing their effect on various industries. |
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(TOPFX) Understanding Market Drivers
Jun 16, 11:59 AM EDT |
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| Rock Canyon Top Flight Long-Short Fund is built on the premise that in any given investment environment there is a unique set of factors that cause investors to prefer one investment style over another. Fund manager Jonathan Ferrell is trying to identify style trends that will persist for
some time and create a return stream that has the ability to outperform in any market environment and has a low level of correlation with the market itself and with other traditional strategies. |
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(PFSLX) SMID Selection
May 29, 1:47 PM EDT |
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| Paradigm Select Fund focuses on exploiting inefficiencies in the small to mid-cap markets by a bottom-up fundamental stock selection process. Fund manager Jason Ronovech has found that conservatively managed companies, if purchased at a discount to intrinsic value, can provide consistent returns. The portfolio is distributed among a variety of industries with holdings in undervalued companies with solid long-term growth prospects. |
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(PAXWX) Environmental, Social, Governance
May 19, 12:35 PM EDT |
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| A balanced and socially responsible approach does not mean sacrificing performance, at least not in the case of the Pax World Balanced Fund. Christopher H. Brown, the long time manager of the fund, builds a large-cap equity portfolio focused on global growth themes, and utilizes conservative fixed income investments as a buffer for volatility. |
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(WGROX) Sustained Values
May 16, 11:53 AM EDT |
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| Many businesses can grow, but few can sustain their growth over a long period of time through both good and bad economic environments. The Wasatch Core Growth Fund seeks to purchase long-term growth stocks at reasonable valuations relative to the fund manager's projection of companies' five-year earnings growth rates. JB Taylor, fund manager, focuses on the competitive
positioning of the business versus other comparable companies in the market. |
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(AAIPX, AAIEX (INSTITUTIONAL)) Diversified in Managers
May 08, 11:18 AM EDT |
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| Multi-manager funds normally offer investors a greater level of diversification than could be achieved with a single manager fund. Fund manager Kirk Brown and the four sub-advisors at American Beacon International Equity Fund select securities based upon the security's valuation and investment growth rate relative to its country and industry. The sub-advisors each have a core value philosophy but each looks at things a little differently. |
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(RPFCX) Capture Upside, Protect Downside
May 07, 8:32 AM EDT |
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| The investment philosophy of Davis Appreciation & Income Fund is premised on the belief that equities are a relevant part of an investment portfolio over the long term. The Fund combines the growth potential of stocks with the income of bonds. Portfolio Managers Andrew Davis and Keith
Sabol seek durable businesses at value prices to structure a portfolio with which to participate in the stocks' upside potential while providing a degree of protection against downside risk. |
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(ADVDX) Global Dividends
Apr 29, 11:45 AM EDT |
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| Portfolio diversification can help ensure stable returns, even in uncertain times. That's why the Alpine Dynamic Dividend Fund invests across industries with stocks ranging from small to large capitalizations with the objective to achieve a high level of qualified dividend income and capital
appreciation for total return. |
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(BWNYX) Successful Backyard Investing
Apr 24, 3:58 PM EDT |
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| If you look at a smaller list of stocks, you are more focused and it is easier to find out when opportunities arise. That is the premise behind the Bullfinch Greater Western New York Fund. As a native Western New Yorker, fund manager Chris Carosa uses a traditional value investment approach with a behavioral twist to identify companies across a broad range of industries and
market capitalization that have a major presence in the Buffalo and Rochester areas. |
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