Interview (1011)
Mid-cap companies have the potential advantages of both the small- and large-cap investment universes: the growth opportunities of smaller companies with the stronger, more proven business models of larger companies. Mark Schultz and his team at the MTB Mid-Cap Growth Fund seek out mid-cap companies whose sustainable growth characteristics are
Putnam Dynamic Risk Allocation Fund
Most diversified funds allocate assets across various investment categories but rarely focus on the kinds of risk they are exposed to and the amount of risk they take on. Jeffrey L. Knight and his team build their portfolio based on the concept of risk parity to equalize risks across various
Wells Fargo Advantage High Yield Bond Fund
Investing in high yield bonds can be rewarding when spread across various bonds in different industries and held for longer than three years. Niklas Nordenfelt and Phillip Susser look for companies that not only offer upside but also provide significant downside protection in difficult market conditions.
Hundredfold Select Alternative Fund
As investing in high yield bonds can generate equity-like returns with less risk, trading in a diversified pool of high yield bonds can deliver even more consistent performance. Ralph J. Doudera, portfolio manager of the Hundredfold Select Alternative Fund, has spent two decades in perfecting his investment approach with technical
Investing in companies with market leadership positions in stable and growing markets is generally rewarding, especially when stocks are purchased in times of weakness. JB Taylor and his team of managers look for small cap growth companies with high economic returns when they are out of favor.
The Heartland Select Value Fund is focused on company valuations, not market cap. Portfolio manager Ted Baszler looks for stocks across the market cap spectrum that trade at compelling valuations to the company’s intrinsic worth. The Fund utilizes Heartland’s time tested investment process known as the 10 Principles of
Mid cap companies enjoy the stability of large companies and the growth characteristics of small, fast-growing businesses. At the helm of the Baird MidCap Fund, Charles Severson and his research team select companies that are growing at a rapid rate and trading at lower valuations than their peers.
Long-term investing calls for a disciplined approach to applying one’s criteria regardless of market cycles. At The Quantex Fund, Bob Meeder and his team follow a proprietary investment model with a focus on oversold market sectors that are expected to generate consistent returns.
Roumell Opportunistic Value Fund
Investors searching for deep value opportunities have a better appreciation of a company’s assets and business models. Yet, not all value investors are disciplined enough to analyze balance sheets first and income statements second. James C. Roumell and his team search and track businesses for years only to invest when
Traditional long only mutual funds are inherently subject to market volatility, and they can rarely take advantage of volatility mispricing. The Schooner Fund represents a new breed of funds that are designed to profit from market volatility while limiting the downside risk in the portfolio.
