Interview (1011)
If you firmly believe by now that positive gains and tech-heavy portfolios mix like water and oil, don't talk to Richard Lane of FMI Focus Fund (FMIOX) of Milwaukee, Wis.
Third Avenue Real Estate Value Fund
The Third Avenue Real Estate Value Fund of New York City uses a value approach to investing in real estate operating companies and real estate investment trusts. Mr. Michael Winer received his B.S. in accounting from San Diego State University and is a Certified Public Accountant.
John Hancock Classic Value Fund
After more than a decade of managing money for institutional clients who placed their confidence in his deep value investment approach, John Hancock and Associates discovered Richard S. Pzena's expertise - and that of his research staff.
State Street Research Aurora Fund
Like a minor league ball player aspiring to make it into the big show, the five-man group that runs the State Street Research Aurora Fund also looks for promising talent that will move up from the small cap arena to larger market capitalizations. John Burbank has been with the fund
American Century New Opportunities Fund II
In response to customer demand, American Century opened its New Opportunities Fund II in June 2001. As of February 3, the new fund became a load fund and is available to investors only through financial professionals. Ticker spoke with co-manager John D. Seitzer about the fund's unique investment approach.
JP Morgan Diversified Mid Cap Growth Fund
Using a team approach has helped keep One Group's Mid Cap Growth Fund in the top 20% of funds in its category for the past five years. Lead manager Dan Kapusta describes the fund's multi-layer approach that is backed up by a team of 11 analysts that have a passion
T. Rowe Price Media & Telecommunications Fund
Although media and telecommunications stocks have experienced rough sledding for nearly three years, the T. Rowe Price Media & Telecommunications Fund, managed by Robert Gensler, still scores high on the Lipper rankings over a five-year period.
JP Morgan Dynamic Small Cap Fund
Playing it conservative in the volatile small-cap growth fund category has earned the JP Morgan Dynamic Small Cap Fund, managed by veteran analyst Juliet Ellis, the Lipper Leader designation for both consistent performance and total return.
After 26 years of experience at Neuberger Berman, Kent Simons has learned a few things about where true value lies in the stock market. The $1.1 billion Focus Fund is off to a promising start, due to overweight positions in financial services and contract manufacturing.
Sticking with themes and identifying trends early, based on a combination of fundamental and quantitative research has guided the Security Mid Cap Value Fund, managed by Jim Shier, to the top percent among funds in its category. It has also topped the S&P 500 for the past five years.
