Interview (1011)
Small companies with market caps below $2 billion are largely ignored by large investors; smaller companies under $500 million in market value attract even less attention. David Maley and Ken Kuhrt follow a disciplined deep value investing approach seeking a “margin of safety” that simultaneously buffers downside risk and allows
Growth companies and growth stocks are two different things. Companies that have the capacity to sustain organic growth are not always appreciated on Wall Street. Especially, companies with beachhead in the niche markets that can offer new products and services and develop additional revenues and earnings from the growing list
Thornburg International Growth Fund
As the world grows interconnected commerce has gone global and so are investing opportunities. Companies domestic or otherwise are finding opportunities to shift operations to best locations and search for markets around the world as technology and logistics connect all markets in new ways. Greg Dunn and Tim Cunningham along
Eaton Vance Atlanta Capital Select Equity Fund
Business with sustainable competitive advantages that are generating free cash flows are the most attractive to investors, especially when these companies are trading below their long term intrinsic values. Atlanta Capital has a disciplined approach in discovering these opportunities.
Longboard Managed Futures Strategy Fund
Markets rotate in their attractiveness to generate superior returns as economies evolve and global themes adjust to changing competitive dynamics. Cole Wilcox and Eric Crittenden use a flexible approach to identify persistent log term trends on the up and down side to benefit from regardless of the geography and the
American Beacon Mid-Cap Value Fund
Mid-cap asset class has historically outperformed all equity classes with less volatility over the last three decades. American Beacon Fund manages its mid-cap fund with the help of three sub-advisors to deliver consistent returns over the longer terms.
Strategic Capital Alternatives
Traditionally investors have done allocation between stocks and bonds but returns have lagged or have been volatile for most investors. Strategic Capital Alternatives has added two more pieces to puzzle to capture most of the upside in the market and miss most of the downside.
Companies with market cap between $500 million and $10 billion have the best of both worlds of large and small cap companies. Strong balance sheets and management resources generally found in large companies and growth opportunities available to smaller companies. Richard Eisinger and Matt Hayner and a team of five
Neuberger Berman Mid Cap Growth Fund
Mid cap companies have the best of both worlds -- the financial strength of large companies and nimbleness of smaller companies. But the asset class is misunderstood and overlooked because of the widespread perception that the return-to-risk profile can be replicated with the blend of large and small cap funds.
Huntington Situs Small Cap Fund
Smaller companies need to use every resource efficiently and effectively. And, advantages to small companies can come in many ways, from access to raw materials, to proximity to customers, from areas that have more favorable tax treatments or human-intellectual resources. Randy Bateman and his team are looking for small companies
