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(JORDX) Secular Change
Oct 13, 12:58 AM ET |
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| Growth investors look for improving earnings in many industries, but Jordan Opportunity Fund looks for secular growth in few industries. Investors sell stocks when expectations of growth are revised lower even when longer term growth cycle is still in place. Exploiting this change in sentiment is what fund manager Jerry Jordan seeks to do. |
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(AAGPX) Growth at a Discount
Sep 25, 1:42 PM ET |
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| The top priority behind the management of the American Beacon Large Cap Value Fund is to build solid relationships with sub-advisors that share a core value philosophy, says fund manager Adriana Posada. The sub-advisors select stocks with above-market earnings growth potential
which are also selling at a discount to the market. To determine a company’s growth prospects, they use a combination of internal and external research and analysis of economic trends. |
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(OAKVX) Opportunistic, Not Contrarian
Sep 24, 12:25 AM ET |
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| While many investors feel lost in the face of the credit crisis and the difficult stock market, for Larry D. Coats, the co-manager of the Oak Value Fund, the current environment provides abundant opportunities for finding businesses with sustainable advantages and attractive valuations. Thorough understanding of the business and industry fundamentals are a crucial part of the strategy of being prepared for the attractive pitch. |
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(AARFX) Defensive Risk
Sep 12, 11:40 AM ET |
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| The Akros Absolute Return Fund aims at long-term capital appreciation and income, while seeking to protect principal during unfavorable market conditions. Fund manager
Brady T. Lipp uses quantitative factor modeling systems to identify companies of any size selling at a discount to their underlying assets and also companies that can grow their cash flow streams over a 5-to-7 year period. |
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(HSUAX) Small Caps with Macro Views
Aug 25, 11:08 AM ET |
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| 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. |
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(PQZ, PIQ, DBA, PKW, PLW, PGZ, PDP, PAO, PPA, PIZ) Intelligent Indexing
Aug 20, 1:13 PM ET |
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| 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. |
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(FAVLX) Rising with the Fallen Angels
Aug 14, 8:46 AM ET |
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| 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. |
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(MONTX) Second Mouse
Aug 13, 11:45 AM ET |
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| 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. |
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(BABFX) The Price You Pay Matters
Aug 11, 11:44 AM ET |
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| 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. |
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(SGQAX) Not If, But When
Aug 08, 11:34 AM ET |
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| 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. |
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