Interview (1011)
Mid-cap companies enjoy the balance sheet strength that is generally seen in larger companies while also possessing much of the growth characteristics of their smaller-cap counterparts. Patrick Dunkerley, portfolio manager of the Scout Mid Cap Fund, looks to invest in mid-cap businesses with solid balance sheets and earnings profiles while
T. Rowe Price Diversified Mid-Cap Growth Fund
As stocks fall in and out of favor, high-quality businesses tend to regain investors’ attention by delivering consistent earnings growth. Donald J. Easley, portfolio manager of the T. Rowe Price Diversified Mid-Cap Growth Fund, and his team of analysts use a structured research process based on selecting high-quality companies that
Investors have often believed that adhering to a principled, morally and socially responsible strategy generally comes at the expense of investment performance. Matthew Gershuny, portfolio manager of the Parnassus Mid Cap Fund, stays committed to this approach, using fundamental principles built around strict investment processes and a culture of team
There are only a handful of managers that are still at the helm of the funds they founded 30 years ago, and John W. Rogers, Jr. is one of them. The Ariel Fund seeks companies that have the capacity to overcome temporary setbacks while avoiding businesses that are more likely
Wells Fargo C&B Mid Cap Value Fund
Even companies with sustainable business models are not immune to business cycles and short-term challenges. Investors tend to be quick to sell these stocks as soon as the first cyclical downturn looms large or when companies disappoint. Michael Meyer, portfolio manager of the Wells Fargo C&B Mid Cap Value Fund,
Companies of all sizes have to face the ups and downs of business cycles, and businesses that are not capital intensive and have prudent management generally weather these cycles far better than others. Jon K. Christensen, portfolio manager of the Virtus KAR Mid-Cap Core Fund, focuses on such high-quality companies
Investors are not always forgiving when established businesses undergo short-term problems. In situations like these, they would rather sell the stock first and ask questions later. John Flynn, portfolio manager of the Pzena Mid Cap Value Fund, explains how a patient investor can profit from these fundamentally sound businesses when
Finding good companies that are struggling and out of favor is relatively easy, but understanding and detecting the drivers of improvement requires extensive research and knowledge. Steven Klopukh, portfolio manager of the AllianzGI Mid-Cap Fund, relies on the management team’s dedicated staff and sector expertise in identifying beaten stocks that
Disciplined investors can certainly profit from the herd mentality, which tends to be so pervasive in the market as sentiment oscillates between greed and fear. James Kieffer, portfolio manager of the Artisan Mid Cap Value Fund, utilizes a balanced approach to investing from a value perspective, weighing in the financial
Transamerica Strategic High Income Fund
Combining stocks and bonds, investors can benefit from increasing values in equities and downside protection on the back of fixed-income securities. With this broad investing approach, William Bellamy, portfolio manager of the Transamerica Strategic High Income Fund, looks for opportunities across the entire corporate capital structure of companies with the
