Interview (1011)
Investing in growth stocks restricted to U.S.-located and traded businesses is quite a challenging task today, when the US economy is clearly not the growth engine of the world. Edgewood Growth Retail Fund manager Alan W. Breed and his team of portfolio managers face this challenge and look to invest in
API Trust Efficient Frontier Capital Income Fund
For some investors, global diversification means buying a couple of foreign stocks, but for David Basten, it means leaving no market segment or geography uncovered. With the ambitious goal to provide a complete and efficient portfolio, the company runs five separate funds that, when combined, provide a balanced whole. One
UBS U.S. Large Cap Value Equity Fund
Investing in large cap stocks with a view to achieving higher long-term values requires a great deal of company, sector and industry insight. The portfolio construction team along with the 25-member team of analysts of the US Large Cap Value Equity strategy rely on intense research to reach fair values of
Guinness Atkinson Asia Pacific Dividend Fund
The Asian markets may provide an exciting long-term growth story, but not too many investors feel comfortable to invest in the foreign environment. The Asia Pacific Dividend Fund was set with the idea to provide exposure to this high-growth environment but in a more conservative way and with less volatility. The
Putnam International Capital Opportunities Fund
Focusing on the little-known arena of international small and mid-cap companies requires substantial enterprise and research. Joe Joseph and Randy Farina, portfolio managers of the Putnam International Capital Opportunities Fund, have built a portfolio comprising of the bottom 20% of international small cap companies, from developed markets by adopting a unique
Old Mutual Analytic US Long Short Fund
With the premise that investors’ focus changes over time, Harindra de Silva, the manager of the Old Mutual Analytic U.S. Long/Short Fund, believes that the challenge for modern managers is adapting to changes in a systematic way. Quantitative in nature, the fund’s core competence is weighting the various data factors
Investing in Asian markets requires a great deal of research involving the study of several country-specific constraints. T. Rowe Price New Asia Fund portfolio manager Frances Dydasco and her research team search for all-cap size companies with a lot of undiscounted operating leverage in the diverse Asian markets including India
Getting the best long-term total return from stocks that appear to be currently underpriced is a difficult task. Quaker Core Value Fund manager John Geewax has quantitative investment approach that involves a blend of value and growth concepts. His team looks at yield, growth, valuation and an acceptable discount rate
Hillman Focused Advantage Fund
A focused model driven fund portfolio can be quite a risky proposition. However, Mark Hillman, portfolio manager of Hillman Focused Advantage Fund, surmounts such risk by investing in companies that are market leaders, possessing a sustainable competitive advantage in their industries, but which are currently trading at a discount to their intrinsic
Small-cap stocks offer great opportunities for capital appreciation, but tend to be vulnerable to competitive challenges and bad economic news. Viking Small-Cap Value fund employs a strategy designed to give downside protection in the search of long-term total return and capital preservation. For Gregory Greene, portfolio manager, buying high-quality companies
