|
|
|
(HSUAX) Small Caps with Macro Views
Aug 25, 3:12 PM ET |
|
| Huntington Situs Fund pursues long-term capital appreciation by investing in a strategic combination of U.S. and foreign companies whose situs, or geographical
locations, give them a competitive advantage and the potential to outperform. Fund
manager B. Randolph Bateman seeks to identify companies with situs advantages such
as favorable political, social or economic conditions or population demographics. |
|
|
Full Story... |
(PQZ, PIQ, DBA, PKW, PLW, PGZ, PDP, PAO, PPA, PIZ) Intelligent Indexing
Aug 20, 1:13 PM ET |
|
| Founded with the ambition to change the ETF industry, PowerShares has combined three
concepts to carry out “the Intelligent ETF Revolution.” The three elements of its strategy are: the development of ETFs with the characteristics of quantitative rules-based indices; the implementation of fundamental indexing; and the availability of “intelligent access” to thematic investment areas. |
|
|
Full Story... |
(FAVLX) Rising with the Fallen Angels
Aug 14, 8:46 AM ET |
|
| In the definition of Gabriel Wisdom and Mike Moore, managers of the Fallen Angels Value Fund, a fallen angel is not a distressed company or a turnaround story. It is a highquality company, temporarily on sale due to market inefficiencies. The crucial element
of that strategy is getting the quality for the right price. |
|
|
Full Story... |
(MONTX) Second Mouse
Aug 13, 11:45 AM ET |
|
| The Monetta Fund’s (MONTX) investment approach assumes that the markets are
more efficient today than at any time in the past. Changing investor expectations are
the driving force behind stock price movements, and price direction and volume tend to be harbingers of news in advance of its actual occurrence. |
|
|
Full Story... |
(BABFX) The Price You Pay Matters
Aug 11, 11:44 AM ET |
|
| To be successful, investing doesn’t need to involve a fancy computer model or the stocks
that everyone’s chasing. Just the opposite. James Potkul, the manager of the Bread and Butter Fund, believes that the contrarian value strategy, which is based on the simple idea of buying great companies at a discount, provides the best results at any market environment. Thorough research, careful analysis, and skillful stock picking, remain a must. |
|
|
Full Story... |
(SGQAX) Not If, But When
Aug 08, 11:34 AM ET |
|
| Oliver Kratz, the manager of the DWS Global Thematic Fund, spends his time looking for
situations with enormous tailwinds that will occur over the next two or three years. It might be the global food troubles, the emerging market dynamics, a distressed company, or any situation where change is imminent. The key elements of his strategy are the focus on wealth creation, an open mind in the stage of research, and the strict science in portfolio construction. |
|
|
Full Story... |
(ADKSX) Out-of-Favor Small Caps
Aug 07, 12:19 AM ET |
|
| The Adirondack Small Cap Fund seeks to achieve its objective by investing in a
diversified portfolio of undervalued equity securities (traded on U.S. exchanges) of
companies with market capitalizations of less than $3 billion. Fund managers Matt
Reiner and Greg Roeder employ a contrarian selection strategy, which primarily focuses
on out-of-favor securities. Market expectations for such companies are low, resulting in attractive valuations in certain cases. |
|
|
Full Story... |
(PRPFX) Total Return, Global Focus
Aug 06, 11:53 AM ET |
|
| Starting with the premise that the future is unpredictable, the Permanent Portfolio Fund does not try to guess where the markets are heading. Instead, the fund relies on a diversification model that seeks to provide protection and the chance to profit from
multiple outcomes in the future. Discipline and process are key words for the fund but
Michael Cuggino, its long-time manager, still has enough flexibility to benefit from
short-term anomalies. |
|
|
Full Story... |
(PIN) Investible Index for India
Jul 31, 10:14 AM ET |
|
| The PowerShares India Portfolio is an ETF providing direct exposure to stocks of Indian
companies. The Indus India Index, on which the India Portfolio is based, is designed to replicate the Indian equity markets as a whole, through a diverse group of 50 Indian stocks, selected from a universe of the largest companies listed on the two primary India exchanges. |
|
|
Full Story... |
(MHELX) Small Cap Fund of Funds
Jul 29, 11:35 AM ET |
|
| Harvey Merson, manager of MH Elite Small Cap Fund of Funds, considers his fund a unique opportunity for investors to have access to a diversified mix of small and micro cap funds. The underlying funds include both value and growth investing styles. The Fund will invest at least 80% of its assets in underlying funds that have a policy of investing at least 80% of their assets in small cap stocks. |
|
|
Full Story... |
 |
|
