Interview (1011)
Founded with the ambition to change the ETF industry, PowerShares has combined three concepts to carry out “the Intelligent ETF Revolution.” The three elements of its strategy are: the development of ETFs with the characteristics of quantitative rules-based indices; the implementation of fundamental indexing; and the availability of “intelligent access”
In the definition of Gabriel Wisdom and Mike Moore, managers of the Fallen Angels Value Fund, a fallen angel is not a distressed company or a turnaround story. It is a highquality company, temporarily on sale due to market inefficiencies. The crucial element of that strategy is getting the quality for
The Monetta Fund’s (MONTX) investment approach assumes that the markets are more efficient today than at any time in the past. Changing investor expectations are the driving force behind stock price movements, and price direction and volume tend to be harbingers of news in advance of its actual occurrence.
To be successful, investing doesn’t need to involve a fancy computer model or the stocks that everyone’s chasing. Just the opposite. James Potkul, the manager of the Bread and Butter Fund, believes that the contrarian value strategy, which is based on the simple idea of buying great companies at a discount,
Oliver Kratz, the manager of the DWS Global Thematic Fund, spends his time looking for situations with enormous tailwinds that will occur over the next two or three years. It might be the global food troubles, the emerging market dynamics, a distressed company, or any situation where change is imminent. The
The Adirondack Small Cap Fund seeks to achieve its objective by investing in a diversified portfolio of undervalued equity securities (traded on U.S. exchanges) of companies with market capitalizations of less than $3 billion. Fund managers Matt Reiner and Greg Roeder employ a contrarian selection strategy, which primarily focuses on out-of-favor securities. Market expectations
Starting with the premise that the future is unpredictable, the Permanent Portfolio Fund does not try to guess where the markets are heading. Instead, the fund relies on a diversification model that seeks to provide protection and the chance to profit from multiple outcomes in the future. Discipline and process are
The PowerShares India Portfolio is an ETF providing direct exposure to stocks of Indian companies. The Indus India Index, on which the India Portfolio is based, is designed to replicate the Indian equity markets as a whole, through a diverse group of 50 Indian stocks, selected from a universe of the
Stewart Capital invests in people before investing in businesses. Fund manager Malcolm Polley looks for companies run by experienced, talented management teams. Unlike many equity funds, the Fund focuses on a relatively small number of intensively researched companies priced at a discount to the present values of their future cash
MH Elite Small Cap Fund of Funds
Harvey Merson, manager of MH Elite Small Cap Fund of Funds, considers his fund a unique opportunity for investors to have access to a diversified mix of small and micro cap funds. The underlying funds include both value and growth investing styles. The Fund will invest at least 80% of
