Interview (1011)
Harding Loevner Global Equity Fund
While many global funds scour the world to find the best companies in their countries, the Harding Loevner Global Equity Fund has quite a different strategy. In an increasingly global economy, the fund looks for companies with competitive advantage across global sectors. A well-defined research process and a long-term investment
According to the investment philosophy of the Vice Fund there are four major sectors that tend to be defensive in nature and immune to macro economic events and they are Tobacco, Alcoholic Beverages, Gaming and Aerospace Defense. Taking advantage of this fact, portfolio manager Charles Norton is looking for the
In the dynamic world of stock market investing the Utopia Funds take an active approach and look for opportunities everywhere. The four funds, Growth, Core, Core Conservative and Yield Income, invest globally in a combination of stocks and bonds seeking long-term positive total return, independent of the market environment. The
No one knows where the winners of tomorrow are likely to come from. However, Michael Willis, lead portfolio manager of Giant 5 Funds’ Total Investment System believes there are five essential themes on which people, the world over, will spend irrespective of market conditions and therefore, a diversified investment strategy and
It takes a great deal of ingenuity and patience to pick contrarian stocks with the belief that they will offer potential high returns over time. Croft Value Fund managers Russell and Kent Croft, and their staff of 5 analysts believe in such a commitment and follow a disciplined, multi-step process
Hennion & Walsh SmartGrowth Lipper Funds
Starting with the premise that different investors have different resources, risk tolerances and objectives, the Hennion & Walsh SmartGrowth Lipper Funds represent portfolios in which the risk levels are differentiated across each of the Funds. Based on the recently released Lipper ETF indices, the funds provide exposure to various market sectors,
Integrity Growth & Income Fund
Aware of the risks connected with stocks investing, Integrity Growth & Income Fund uses a blended strategy to balance its investments between growth and dividend-paying stocks, depending on where value is in the stock market. Portfolio manager Robert Loest looks within his ethical universe to identify well-managed companies that generate
Innovation can lead you to interesting places, and in the case of Van Eck Global, it led us to global-growth related ETFs in previously undercovered investment areas of the ETF market. Our ETFs are designed to be effective building blocks for a diversified portfolio and to provide investors with pure
Summit Short-Term Government Fund
It would hardly be a surprise that the Summit Short-Term Government Fund invests the majority of its assets in government and agency bonds. Targeted for risk-averse investors who seek stable income, the fund eliminates the credit risk from the portfolio and manages the interest rate risk with different strategies. In addition,
With not too many fixed-income ETFs on the market, Ameristock’s new products aim to bring competition and choice for investors. The concept behind the ETFs, which track a different index, includes the ability to play the yield curve, pure style, and limited expenses. The move is the next logical step for
