Interview (1011)
The small-cap segment can be challenging for companies and investors alike. While many businesses struggle to generate consistent earnings and sales growth, investors are further discouraged by the prevailing lack of information that shrouds this part of the market. Mark T. Dickherber and his team at the SBH Small Cap
T. Rowe Price Diversified Mid-Cap Growth Fund
The mid-cap space is a lucrative segment of the market for those who can can keep risk in check. Donald J. Easley, portfolio manager of the T. Rowe Price Diversified Mid-Cap Growth Fund, looks for companies that are compounding earnings growth and generating above average return on capital. The fund
There are thousands of small companies listed on stock exchanges and, not surprisingly, a vast majority of them are underfollowed by analysts. Michelle Stevens and her team at the Baird Small Cap Value Fund have a decade of experience ferreting out companies at the cusp of growth that is still
Olstein Strategic Opportunities Fund
Small- to mid-sized companies that have ‘hit the wall’ or stumbled are generally neglected by investors, especially as negative news starts filtering in. Eric R. Heyman, portfolio manager of the Olstein Strategic Opportunities Fund, screens for companies whose financial resources and management heft can help them overcome strategic challenges and
Selecting stocks from a pool of 3,000 small- and mid-cap companies, requires a quantitative and disciplined process. Thomas Vandeventer, portfolio manager of the Tocqueville Opportunity Fund, has developed a selection approach which combines fundamental analysis with multi-factor screening to discover companies generating superior quantitative results to peers and to identify
Wells Fargo Advantage Special Small Cap Value Fund
Rarely do investors expand much beyond earnings analysis, and even fewer will search for undiscovered strength in balance sheets. Jim Tringas and Bryant VanCronkhite, portfolio managers of the Wells Fargo Advantage Special Small Cap Value Fund, scrutinize balance sheets to find hidden values that are yet to be recognized in
Many investors are forced to specialize in a single style-box. Finny Kuruvilla and David Barksdale, portfolio managers of the Eventide Gilead Fund, go beyond market cap and style limitations by looking to for the best investment themes from sector experts with the help of a values-based approach to find companies
Oppenheimer Main Street Small Cap Fund
At a first glance small caps appear to be in a world of their own when compared to the large-cap segment. Not for Matthew Ziehl and his team of analysts at OppenheimerFunds, though. The portfolio managers of the Oppenheimer Main Street Small Cap Fund apply a broader market cap perspective
T. Rowe Price Diversified Small-Cap Growth Fund
For many investors the small cap universe is the realm of guessing and taking chances. When it comes to stock selection in this segment, Sudhir Nanda, portfolio manager of the T. Rowe Price Diversified Small-Cap Growth Fund, leverages his academic background and profound testing process to run a diversified portfolio
As a research intensive effort, small-cap investing requires investors to have a systematic and behavioral process that separates good investments from good companies. Phil Nordhus, portfolio manager of the Principal SmallCap Blend Fund, and his team of analysts utilize a ranking process to identify companies undergoing a long-term positive change
