Interview (1011)
Davis Appreciation & Income Fund
The investment philosophy of Davis Appreciation & Income Fund is premised on the belief that equities are a relevant part of an investment portfolio over the long term. The Fund combines the growth potential of stocks with the income of bonds. Portfolio Managers Andrew Davis and Keith Sabol seek durable businesses
Portfolio diversification can help ensure stable returns, even in uncertain times. That's why the Alpine Dynamic Dividend Fund invests across industries with stocks ranging from small to large capitalizations with the objective to achieve a high level of qualified dividend income and capital appreciation for total return.
Bullfinch Greater Western New York Fund
If you look at a smaller list of stocks, you are more focused and it is easier to find out when opportunities arise. That is the premise behind the Bullfinch Greater Western New York Fund. As a native Western New Yorker, fund manager Chris Carosa uses a traditional value investment
CSI Equity Fund is built on the premise that the investment process is more predictable over a longer period of time than over shorter periods of time. Fund manager Leland Faust seeks to achieve his investment objective of long-term growth of capital by investing in a diversified portfolio of well-established
James McCarthy, the manager of the Seascape Focus Growth Fund, believes that his fund has the process and the discipline to early identify companies that will grow faster than the market. Objectivity, or the lack of bias and emotions, is a key feature of the strategy that aims to pinpoint the
Passive investing is nothing but a way to lock in mediocrity, says Robert C. Auer, portfolio manager of the Auer Growth Fund. He believes that the market is highly inefficient and there are tremendous opportunities that can be exploited. The fund employs a time-tested bottom-up investment approach to construct a diversified
Aquila Three Peaks High Income Fund
Investing in high yield bonds can be a rewarding experience if one takes the right approach. Aquila Three Peaks High Income Fund manager Sandy Rufenacht and his team believe that, if one does thorough research of every credit and limits the volatility, then the high yield asset class can generate
Putnam High Yield Advantage Fund
Navigating through the high-yield sea of opportunities can be rough, as one has to be mindful of the high risk of defaults. That is why Paul Scanlon, the manager of the Putnam High Yield Advantage Fund, believes that it all comes down to sufficient expertise, resources, and a rigorous and
Vintage Limited Term Bond Fund
The threat of recession looming over credit markets where even fixed income risk sectors faced the worst period in history, is a very tough scenario. Yet the managers of Vintage Limited Term Bond Fund, Jeffrey D. Lorenzen and Kevin W. Croft seem to have succeeded by following an active risk
The Parnassus Equity Income Fund looks for companies that not only generate income, but are also socially responsible. Portfolio manager Todd Ahlsten and his team of six analysts are trying to identify the best businesses whose goods and services will be more relevant in the long haul than they are
