Interview (1011)
PathMaster Domestic Equity Fund
Over time active managers have a very difficult time beating the benchmark as they do poor cash timing, they have poor sector bets and they overweight the stocks too much. What the PathMaster Domestic Equity Fund manager Rich O’Hara is trying to do is capture the size and the style
Thrivent Diversified Income Plus Fund
Providing income is no longer enough if you want to address the long-term retirement needs, according to Mark Simenstad, manager of the Thrivent Diversified Income Plus Fund. The fund invests in a mix of asset classes to provide income, downside protection, and capital appreciation. Employing a multi-manager strategy, the fund relies mainly
Midas Fund benefits through investment in companies with attractive fundamentals. Thomas B. Winmill, fund manager, looks at three pieces of data about any company — People, Projects and Pricing — to find quality companies with unique combinations of strength in operations, products, and finances. He believes that People — quality
Growth portfolios are associated with more risk but Joseph Axtell, the manager of the DWS Global Opportunities Fund, believes that if you have the flexibility to look for growth anywhere, you can control your risks better. He manages the fund with maximum choices not only in terms of locations, but
ING Global Equity Dividend Fund
Dividends are a key part of the return of an equity portfolio, according to the managers of the ING Global Equity Dividend, as they provide smoother and more sustainable growth. But finding the right companies remains crucial as running a high-conviction portfolio, where every stock has equal weight. Constrained only
Taking advantage of Wall Street’s focus on the short term, Ariel Appreciation Fund seeks stocks that are temporarily out of favor but whose long-term potential and predictable business models offer shareholders great value over time. Portfolio Manager Matt Sauer invests in quality companies in industries where Ariel has expertise, and only
Jerome Heppelmann manages both the Old Mutual Large Cap (“Large Cap Fund”) and the Old Mutual Focused Fund (“Focused”) with a similar philosophy and process that are based on a combination of quantitative and qualitative analysis to find the right balance between valuation, near-term dynamics, and long-term growth. But the Large Cap
Jerome Heppelmann, the manager of the Old Mutual Focused Fund, believes that there is ample opportunity in the large-cap space because most of his peers strictly follow the benchmark. Contrary to them, the fund invests in no more than 30 companies. Cognizant of the inherent risk in a focused portfolio, the manager
Henderson Global Technology Fund
To invest successfully in technology one has to have a global perspective. The technology sector is perhaps the most global in terms of both supply and demand. That’s why Ian Warmerdam, the manager of the Henderson Global Technology Fund, believes that the analysis of technology stocks cannot be done from a purely
Wells Fargo Advantage C&B Mid Cap Value Fund
The true business owner perspective means a truly long-term view when buying and selling stocks. That in itself provides an advantage over the competition, according to Jim Norris the manager of the Wells Fargo Advantage C&B Mid Cap Value Fund. The long-term view and the relatively small number of holdings enable
