Interview (1011)
Back in 1995 the idea was to design a value fund that is suitable even for the most risk-averse investor. The result is the Ameristock Mutual Fund, which invests in 39 largest-cap stocks and household names that are profitable, pay dividends, and have solid business fundamentals. The manager Nicholas Gerber
Putnam International Equity Fund
Scouring a large universe of international stocks to find the ones with best chances to outperform, is indeed a difficult task. Joshua Byrne, the manager of the Putnam International Equity Fund, relies on a long-term view, a disciplined process, a team of 20 sector analysts, and a blend between quantitative and
The Archer Balanced Fund aims at maintaining an asset allocation model by investing in stocks and bonds at different levels depending on market conditions while keeping the risk below that of the S&P 500. Portfolio manager Troy Patton uses a top-down approach to evaluate industries and sectors that have fallen out
Index funds have been praised for providing low-cost exposure and have gained popularity due to the dismal performance of actively managed funds. The Payden Market Return Fund is neither of the above as it falls right in the middle. It aims for the return of the S&P 500 plus alpha, but
WisdomTree is the first company that manages ETFs based on indexes it creates and owns. Luciano Siracusano believes that the standard capitalization-weighted indexes are flawed in their tendency to overweight the overvalued stock, sectors, and regions. That’s why the company developed fundamentally weighted indexes to target better returns with lower volatility.
Advance Capital I Equity Growth Fund
One of our core investment beliefs of Advance Capital I Equity Growth Fund is not to try to time the direction of the market and spread our investments across several companies. The portfolio manager Donald Peters uses a combination of quantitative models and fundamental bottom-up research to identify medium-sized growth
The Hartford Capital Appreciation II Fund
The goal of the Hartford Capital Appreciation II Fund is not to be boxed into one aspect of the market but to be opportunistic and flexible. The Fund’s five managers, who have separate and distinct investment styles, aim to create a fund that can operate in all market environments. Michael Carmen,
To appear on the radar of the Thompson Plumb Growth Fund, a company has to display consistent growth, solid fundamentals, and attractive valuation. Above all, it has to be well established in an industry with sustainable -- not cyclical -- trends, and high barriers to entry. Despite the underperformance of his
Instead of trying to predict when the market may rise or fall, Daniel F. Dent, portfolio manager at the DF Dent Premier Growth Fund, relies on selecting stocks with superior long-term growth characteristics, strong and sustainable earnings prospects, high quality management teams and reasonable stock prices. For him, the solid
Aiming at the unique investment opportunities offered by the Internet, the Jacob Internet Fund seeks to achieve long-term growth of capital by investing in companies that derive their revenue from Internet-related businesses. The portfolio manager Ryan Jacob is looking for companies with good management teams with experience, a barrier to
