Interview (1011)
Scouring the world for value plays is not an easy job, but the Quant Foreign Value Fund has found a way to narrow down a universe of 24,000 companies down to 400 in just two days. The remaining 28 days of the month are for scrutinizing financial statements and for
Russell LifePoints Eq Growth Strategy Fund
Russell’s LifePoints Funds – available in two series: Target Portfolio Funds and Target Date Funds – are primarily geared towards investors planning their retirement. The Target Date Series is designed for investors who prefer to base their investment decision on their expected retirement date and the Target Portfolio Series is aimed
Combining growth investing with environmentally responsible practices does not seem that difficult when you talk to the manager of the Winslow Green Growth Fund. Not limited only to renewable energy or organic food industries, the fund finds many opportunities among young technology, science, or consumer companies that are established with a
Leader Capital Short-Term Bond Fund
The bigger picture for clearer decisions. John Lekas runs The Leader Short-Term Bond Fund with a top-down approach, a macro view which determines the direction of the portfolio. Opportunistic in nature, the fund aims to buy at the right moment and the right price.
Since growth comes in various flavors, John Enlund, the manager of Country Growth Fund, emphasizes the growth in fundamentals that is reasonably priced in the stock. This low-turnover large-cap growth fund utilizes both the top-down approach to identify sectors and bottom-up analysis to pinpoint companies. Involving other portfolio managers as analysts,
With a focus on capital preservation, Greenspring Fund aims at steady, non-volatile performance, regardless of what the markets are doing. This broad mandate, which enables the Fund to look for value in any capitalization range, is crucial for achieving its goal. Chip Carlson, the manager of the Fund, believes in knowing your
A small but experienced and loyal team is one of the greatest assets of Becker Capital Management. The privately held advisor to the Becker Value Equity Fund is committed to remain independent with all of its shareholders being employees of the firm. Opportunistic in nature, the fund invests primarily in
Investing is as much art as science. Short-term investors reward fast-growing companies with high multiple valuation but invariably this growth slows down, taking down the high-flying stocks with it. Finding companies with stable growth, strong market positions and rising return on capital takes analysis and conviction beyond reading financial statements.
Many fund managers target stable growth but few base their investing on the most stable human needs existing from the beginning of time. Gerald Sparrow, the manager of the Sparrow Growth Fund, invests in companies that serve necessities such as housing, utilities, food, and certain services. Otherwise, the fund is free
T. Rowe Price Health Sciences Fund
Investing in healthcare requires special understanding of drugs, diseases and the business of healthcare delivery. With the population ageing and cost of delivery of healthcare spiraling there are opportunities to make and lose money. At T. Rowe Price Health Science Fund, Kris Jenner devotes his time to separating the winners from
