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(HIEAX) Geo Diversity Jul 21, 9:33 PM ET |
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| Huntington International Equity Fund is built on the premise that while investing in
non-U.S. companies carries a higher level of risk, combining international stocks with
U.S. investments can lower the overall risk of the portfolio. Fund manager Madelynn
Matlock focuses on individual companies with excellent fundamentals combined with
attractive stock valuation. |
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(DIA, IPE, FEZ, ELG, XLY, GLD) SPDR Family Web Jul 18, 11:22 AM ET |
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| State Street Global Advisors, the investment management arm of State Street Corp., provides investment strategies across every asset class, investment approach and style. One of the SPDR ETF family?s current objectives is to establish a solid presence in the underrepresented fixed-income segment of the ETF arena. State Street is partnering with Lehman Brothers to provide ETFs based on broad indices both in the U.S. and overseas. |
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(ETFFX) Follow the Trend Jul 16, 11:21 AM EDT |
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| Instead of focusing on the data and noise flooding the equity markets, Gregory L. Morris, the manager of the PMFM Managed Portfolio Fund, prefers to measure and ride the market trends. After all, it is not important what caused the buying enthusiasm or the speculation. The important part is having a system to detect the upward trend early enough to gain, as well as the downward trend to avoid losing. |
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(SCMFX) Searching for Mis-Priced Mid-Caps Jul 15, 12:44 PM EDT |
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| Stewart Capital invests in people before investing in businesses. Fund manager Malcolm Polley looks for companies run by experienced, talented management teams. Unlike many equity funds, the Fund focuses on a relatively small number of intensively researched companies priced at a discount to the present values of their future cash flows. It is the Fund's policy not to concentrate its investments in any one industry or group of related industries. |
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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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