Interview (1011)
Generating steady returns entails, in turn, steady focus on the interplay between a wide array of asset categories, as well as a strict investment discipline. At Midas Perpetual Portfolio, Tom Winmill and his team search for opportunities in six categories of investments to generate consistent investment returns regardless of economic
Beck, Mack & Oliver Global Equity Fund
As investors mostly stress the divergence between growth and value, they seem to ignore the fact that understanding the linkages between the two is vital in the prudent selection of any security. At the helm of the Beck, Mack & Oliver Global Equity Fund, David E. Rappa searches for companies
ICON International Equity Fund
The ICON International Equity Fund applies a systematic approach to investing in sectors that ICON believes are in the early stage of international market leadership. Portfolio manager Scott Snyder describes how sector rotation plays an important role in generating returns.
Oppenheimer Global Opportunities Fund
Investing in growth stocks calls for a clearly defined combination of investment objectives and thematic perspectives. Frank V. Jennings and his research team at the Oppenheimer Global Opportunities Fund search for companies that can sustain their earnings and benefit from either the development of new technologies, spread of wealth, shifting
Davis Appreciation & Income Fund
In the world of investing, the price one pays is as important as the company one invests in. Andrew Davis and Keith Sabol, portfolio managers of the Davis Appreciation & Income Fund, pay close attention to company valuation and adhere to a strict buy and sell discipline.
Large companies with a product portfolio of branded products are worth considering by investors, as they have pricing power that translates into rising earnings and cash flows generating sustainable returns. Arthur Q. Johnson, portfolio manager of the Mundoval Fund, scours the globe to buy such companies when they trade at
Perritt Micro Cap Opportunities Fund Perritt Emerging Opportunities Fund
Regardless of its promising features, the smallest market capitalization segment is often overlooked by researchers and investors. Portfolio manager Michael Corbett explains how The Perritt Micro Cap Opportunities Fund (PRCGX) and The Perritt Emerging Opportunities Fund (PREOX) utilize a diligent investment research process and strict evaluation criteria to find stocks
Legg Mason Batterymarch Emerging Markets Trust
Emerging markets are fundamentally stronger than developed markets and fared much better during the global recession. Generally, emerging economies are expected to continue to benefit from internal growth drivers, including major infrastructure development and rising domestic demand. David W. Lazenby, portfolio manager of the Legg Mason Batterymarch Emerging Opportunities Trust,
A growing number of investors are willing to harness the wide-ranging flexibility of ETF and ETN products as a source of adequate diversification, liquidity, and risk/return potential. Chief Investment Officer and Portfolio Manager Kevin Mahn describes how the SmartGrowth® Mutual Funds employ a systemic approach to protect downside risks, as
HighMark Geneva Mid Cap Growth Fund
Growth can be evaluated in a number of ways but, most importantly, investors want to ensure that they can identify indicators of its sustainability. The investment team for the HighMark Geneva Mid Cap Growth Fund, seek companies that have solid business models, as well as management and financial strength to
