Interview (1011)
Companies that have the ability and the willingness to pay dividends are quite attractive to long-term investors. Darren A. Jaroch, portfolio manager of the Putnam Equity Income Fund, and his team scour various sectors for out-of-favor companies with a track record of sustaining and growing dividends.
Heartland International Value Fund
The combination of small-cap and international stocks presents a serious challenge when it comes to researching such generally under-followed names. Although many of these companies could be growing earnings at a steady clip, they also suffer from the lack of a loyal investor base. Michael Jolin, Senior Equity Research Analyst
Eaton Vance Worldwide Health Sciences Fund
A growing need for healthcare in developed economies is now outshined by a surging demand in the sector throughout emerging markets. Samuel Isaly, co-manager of the Eaton Vance Worldwide Health Sciences Fund, explains how the portfolio team benefits from its exhaustive research of scientific and technological developments that expand the
As business has turned global, the distinction between developed countries and emerging economies has given way to multinational companies that benefit from exposure to both market types. Abhay Deshpande, portfolio manager of the First Eagle Overseas Fund, explains how his team seeks to capitalize on this rapid expansion by scouring
Westcore International Small-Cap Fund
Small cap companies with business models focused on market niches can offer unique investment opportunities to diligent investors who have resources and capabilities to unearth these names worldwide. John Fenley and his colleagues at the Westcore International Small-Cap Fund follow a rigorous process of finding companies with growth characteristics that
BlackRock Equity Dividend Fund
Sustained earnings undoubtedly build capital for future expansion. Yet, undisciplined investments in projects yielding weak results will eventually catch up with a company’s stock price. At the BlackRock Equity Dividend Fund, Robert Shearer and his team of analysts seek to eliminate inflation and risk by reviewing companies with a track
ICON Consumer Discretionary Fund
Market volatility could be detrimental to long-term investing. Yet, a disciplined investment strategy can leverage market volatility along with investor fear to its advantage. Robert Straus, portfolio manager of the ICON Consumer Discretionary Fund, follows a systematic process of identifying stocks with a superior price-to-value ratio within industries offering the
Huntington US Equity Rotation Strategy ETF
Markets, sectors and stocks all trade in different volatility patterns that may provide the advantages of favorably changing situations to investors as long as they have a strict buy and sell discipline. The Huntington US Equity Rotation Strategy ETF is designed to capitalize on such opportunities by rotating 30% of
High yield investments combine the advantages of equity-like returns and the safety of bonds. Moreover, a company does not have to generate above-average growth in earnings or sales to produce superior returns. Gary Russell, portfolio manager of the DWS High Income Fund, and his team of analysts screen the high
Investing in high yield bonds is about selecting fundamentally sound companies and securities that offer superior risk-adjusted returns. Paul Appleby and Michael J. Collins, members of the Prudential High Yield Fund portfolio management team, highlight the importance of fundamentally sound companies and downside risk as a source of consistent long-term
