Interview (1011)
American Century Heritage Fund
The great thing about growth stocks is that they can tremendously outperform the market for a period of time. The problem is that this window of opportunity, when the earnings grow recognized and appreciated by the market, is usually rather brief. That’s why the American Century Heritage Fund stresses the effectiveness
Cohen & Steers Dividend Value Fund
Despite its name, Cohen & Steers Dividend Value is not a traditional value fund. Its differentiated approach enables it to invest in areas typically avoided by value managers, such as biotech or technology. The key aspects of the fund’s strategy are the focus on dividend growth, the long-term outlook, and
Few mutual fund managers have a strategy and ability to profit during rising and falling markets. The TFS Market Neutral Fund uses a quantitative approach in identifying variables that act as leading indicators to profit from market anomalies. These indicators guide the manager in the stock selection process. Falling markets and
Investors can profit from a manager who keeps tabs on other managers’ investment styles and performance. Now there is a fund that does that. As managers and styles rotate with market sentiment and economic cycles, investors can benefit from a systematic way to monitor and track those cycles of change. Curtis
A long-term perspective and experience definitely help Roland Manarin, the manager of Lifetime Achievement Fund, in his search of ‘the best of the best.’ He builds a diversified portfolio of equity funds with the idea that it is ownership that protects and grows wealth. Investment decisions are based either on understanding
Slow and steady wins the race. Most fund managers know that well but few of them really put the philosophy into practice. In a world of growth investing, dividends fell out of style for a long time, but the reality is that dividends, reinvested, have provided over 40% of equity
With a multi-discipline and multi-manager strategy, the New Covenant Growth Fund aims to outperform the broad market over long periods of time. It has entrusted its assets to five sub-advisors but closely monitors their performance. The sub-advisors not only have to beat their respective benchmarks, but also to comply with
MFS International Diversification Fund
Since international exposure usually represents only a small part of investors’ assets, it is most often concentrated only in the style that has recently outperformed as advisors rarely have the capacity to offer more diversification. Recognizing that demand for style-specific non-US investing will grow, MFS has bundled together its five flagship
Investing in Asian Pacific stocks is a daunting task. With more than fifteen exchanges, currencies and economic cycles, investment managers need a specific focus and well-honed quantitative discipline. The ICON Asia-Pacific Region Fund invests in sectors and industries rather than companies to mitigate country and currency risks. The sectors and
Laudus International Market Masters Fund
Jeffrey Mortimer’s job isn’t stock picking. Instead, he picks managers, and more importantly, he picks how much capital is allocated to each manager. The goal is to achieve a broadly diversified international fund that can have a value tilt or a growth tilt depending on the macroeconomic environment. A key
