Interview (1011)
Healthy businesses that produce excess cash flows that can be distributed to shareholders can generate stock price returns that may be volatile. As such companies with high return on capital sometimes go out of favor, they become especially attractive to the Catalyst Value Fund. David Miller explains how the
Small and mid cap companies, which inherently belong to the most obscure spectrum of the investment universe, can offer great rewards to investors with a consistent approach and a keen eye for catalysts. Vincent Sellecchia, co-portfolio manager of The Delafield Fund, seeks out companies that are undergoing fundamental change and
Large companies typically have several earnings drivers and not all of them seem to be evident as many are still dormant. Erick Maronak and his team at the Victory Large Cap Growth Fund seek to understand which drivers are likely to propel a company’s earnings higher over the longer short
Frost Dividend Value Equity Fund
Companies that are willing to share their good fortunes with shareholders through dividends will certainly get the attention of the management team at Frost Dividend Value Equity Fund. Within a universe of more than 900 dividend-paying companies only few qualify to be included in the fund. For portfolio manager Murray
Grubb & Ellis AGA International Realty Fund
Investing in international real estate is challenging for most individual investors due to a lack of accessibility to markets, the liquidity requirements of a large asset purchase, and recurrent risks posed by currency exposures. Brett Johnson, portfolio manager of Grubb & Ellis AGA International Realty Fund, describes his pursuit of
The small and mid capitalization segment of the market tends to be less understood and underfollowed. Corey Henegar, portfolio manager at WHG Smid Cap Fund, likes to find values in companies with market cap between $100 million and $10 billion while looking for asymmetric risk reward potential.
Patience and independent thinking are two virtues that often seem to be lacking in the investment community. Timothy Fidler and Charles Bobrinskoy, co-portfolio managers of Ariel Focus Fund, consistently apply their contrarian outlook to maintain a concentrated portfolio of stocks with solid free cash flows.
SunAmerica Focused Dividend Strategy Portfolio
According to The Dogs of the Dow theory, a selection of high-yielding stocks is expected to outperform the broader stock market. Brendan Voege, who runs SunAmerica’s Focused Dividend Strategy Portfolio, has enhanced this strategy to create a 30 stock portfolio designed for capital appreciation with an emphasis on dividend yield.
The majority of small cap fund managers will typically keep their eyes on companies that are poised for rapid growth. At the Heartland Value Plus Fund, portfolio manager Adam Peck looks to find companies that are out of favor but have the qualities of healthy businesses with a history of growing
Buying a stock is, above all, buying a stake in a business. Thus, it is not only imperative to understand business operations but also to value the business based on fundamental metrics. John Fox at FAM Value Fund applies a patient, long-term approach while looking for businesses that trade at
