Interview (1011)
Most research shows that it is very difficult to beat the market, but Meridian Value Fund has discovered one area that over time has done that. That is investing in temporarily broken growth companies because the market tends to discount those at an extreme level. Fund managers Rick Aster and
Identifying the right stocks in a vast global universe of over 2,500 stocks is both cumbersome and difficult. Shigeki Makino and Brad Greenleaf, portfolio managers for Putnam Global Equity Fund, and their global team of experts carry out this task by utilizing a process that blends quantitative and fundamental analysis,
Transamerica Premier Focus Fund
Joshua Shaskan, one of three Portfolio Managers of the Transamerica Premier Focus Fund, believes that a concentrated fund may be less risky than a diversified one because of the attention and the thorough research each stock in the portfolio receives. With a long-term focus on highquality growth, the fund invests
Johnson Disciplined Mid-Cap Fund
A quantitative process, if well-constructed and disciplined, may eliminate the bias, the emotions, and the behavioral pitfalls from the investment decisions. That’s why the Johnson Disciplined Mid-Cap Fund, formerly known as the Johnson Opportunity Fund, changed its approach in 2003. Today the fund relies on a multi-factor quantitative model and focuses
Finding dividend-paying companies with the added ability to create equity value is an uphill task. RS Equity Dividend Fund manager Ray Anello and his team of eight sector-specific fundamental analysts and two quantitative analysts employ a well-disciplined investment strategy to identify those individual companies that not only can maintain their
As a globally diversified core equity fund invested in companies of all sizes and market segments, Empiric Core Equity Fund is trying to rotate its multiple structured investment strategies in order to stay consistent with the current market. Portfolio manager Mark Allen Coffelt evaluates securities in the fund every day, comparing each
Kensington Global Infrastructure Fund
Globalization demands that businesses compete internationally, prompting governments to seek to fund infrastructure projects as a means of driving economic growth. The Kensington Global Infrastructure Fund is designed to take advantage of these trends. Portfolio manager Aaron Visse seeks total return from both capital appreciation and current income through investing
In today’s markets, forward-looking business analysis can reward an equity investor. The investment approach of Westport fund manager Edmund H. Nicklin, Jr. depends on the dynamics of an event-driven, earnings-focused strategy to identify companies that are selling at an attractive discount relative to their potential within a two-year investment horizon. The
ICON believes the news, the theories, and all the noise in the market can lead only to emotions and beliefs that distort the true worth of a company or an industry. That’s why Todd Burchett, the manager of the ICON Long/Short Fund, focuses on the results of the fund’s quantitative system in
What can be a simpler yet more powerful strategy than to invest in 50 of the “best of breed” S&P 500 Index stocks that have had both consistent historical earnings and consistently outperformed the index? Everest America Fund manager Curt Van Hill and his team have been following this elegant strategy successfully, where
