Interview (1011)
Quite different from its peers, the Ave Maria Growth fund invests in a relatively small number of domestic stocks that it selects through a systematic ranking system. The manager, James Bashaw, is free to invest in companies of any size as long they fit with the requirements of long-term risk-adjusted
Starting with the premise that the mutual fund industry does something wrong in searching for talent, the Marketocracy Masters 100 fund has decided to cast a broader net to find the people who can consistently beat the market. Reaching out to places not traditional for the mutual fund world, the company
Specialty or sector funds aren’t famous for the diversification they provide, but the Eaton Vance Utilities Fund has found a way to avoid concentration. With a very broad view on what the utility sector is, the manager Judith A. Saryan also invests in telecom and renewable energy companies when the
Portfolio 21 is a global growth equity fund that seeks long-term capital growth. Employing a bottom-up approach to stock selection, portfolio manager Tony Tursich, along with the portfolio management team, focuses on companies that have positioned themselves to steer through the increased demand for diminishing natural resources, coupled with the
For the managers of the AdvisorOne Amerigo Fund, it is much more important to be in the right part of the market than in the right security. Designed as a fund of funds that can be used as a core holding by advisors, the fund invests primarily in ETFs spread
Any bond is a potential candidate for the Summit High Yield Bond Fund, as long as it meets the selection criteria for the right price, asset coverage, free cash flow, and economics. The strategies employed by the high yield team include investing in upgrade candidates, special situations, or pure yield
Rydex Sector Rotation Fund is built on the premise that industries that have performed well in the past will continue to perform well in the future. The management uses two measures of momentum - a 3-month and a 12-month look back on the industry performance. The fund ranks all of
Metzler/Payden European Emerging Markets Fund
Starting with the premise that Eastern Europe will continue to display faster growth rates than Western Europe in the convergence process, the Metzler/Payden European Emerging Markets Fund is set to benefit from this trend. While the fund manager, Markus Brück, believes that the greatest opportunities and efforts should be in
Every investor tries to buy great businesses at attractive prices, but very few of them have a clearly defined way to do this. Larry Coats, and David Carr co-managers of Oak Value Fund, believe in valuing equities as businesses and in building a thorough understanding of the key drivers of
Using the principles of value investing, the Matrix Advisors Value Fund aims at identifying better businesses in better industries across the entire economic spectrum, and at buying them below their intrinsic value. Investing in both dividend and non-dividend paying companies that are financially strong and meet specific valuation criteria, the
