Interview (1011)
Adelante U.S. Real Estate Securities Fund
Investors have long believed that investing in individual real estate properties or private real estate partnerships is more lucrative than investing in publicly traded REITs. However, publicly traded REITs can offer opportunities to an investor who researches the underlying property portfolios and identifies those REITs that are trading at a discount
The Chase Growth Fund is not a typical growth fund. With a fairly concentrated portfolio, it relies on a disciplined quantitative and qualitative process to build a high level of confidence in each idea. David Scott, manager of the fund, believes that the in-house research team and the extra step it takes
Julius Baer Global Equity Fund
A major differentiator for the Julius Baer Global Equity Fund lies in its stock-selection approach which varies across sectors and regions. A uniform, “one size fits all”, strategy would be too confining, as would adhering to a strict growth or a value discipline, according to the manager Brett Gallagher. He
Diversified Investors Mid-Cap Growth Fund
Diversified Mid-Cap Growth Fund normally invests at least 80% of its net assets in securities of medium sized companies. Portfolio manager Clifford Fox seeks to generate better returns by identifying companies with positive earnings momentum before the market. The manager believes in the power of positive momentum and positive surprise.
Security Select 25 is a concentrated growth fund, but it isn’t interested in just any type of growth. Valuation is a crucial part of its philosophy as well as the competitive advantage of the underlying companies and their ability to improve pre-tax returns on invested capital. With a longer time horizon,
The Brazos Micro Cap Fund digs into the micro-cap arena looking for companies with potential for rapid growth in earnings and revenue under reliable management. The key to this strategy is spotting opportunities before the market does and, hopefully, enjoying the ride from market cap in the range of $100 to
Principal Investors Diversified International Fund
Investing abroad requires an understanding of companies, countries and economic cycles. Using quantitative metrics, the Principal Investors Diversified International Fund finds companies at the early stage of earnings growth and not yet on investors’ radar. The fund spreads its bets across 25 countries. A team of global researchers discover small
It will be a rare chance for an individual investor to get allocation of a hot IPO. A fund for an investor with a bigger buying power and a commitment to ferret out a young company is the next best way to participate in the success of growth companies. The IPO Plus
At HGK fund managers separate the drivers of economic performance from the reported accounting performance. Portfolio manager Michael Pendergast analyzes operating cash flow before he selects companies to add to his portfolio. Fundamental and bottom-up analysis underline the stock selection process of the HGK Equity Value Fund.
Security Large Cap Value A Fund
The Security Large Cap Value Fund aims at long-term growth of capital, investing the majority of its assets in large-cap companies with total market value of $10 billion and above. The management thinks about investment opportunities over a three- to five-year time horizon. They try to make fewer but better decisions
