Interview (1011)
Calamos International Growth Fund
Nick Calamos, manager of Calamos International Growth Fund, believes that if you manage risk properly, the returns will take care of themselves. And there are plenty of risks in the international growth space, from macroeconomic policy risks to accounting or company-specific risks. That's why the fund sticks to a cash flow
Henderson International Opportunities Fund
Henderson Global Investors is well-known internationally but less so in the U.S. Its International Opportunities fund is set to bring the company's expertise in world markets to US investors. With a multi-manager structure, the fund has five teams that focus on specific geographic area or sector and gives them as much freedom
Instead of chasing hot stocks and sectors, Auxier Focus fund aims at compounding stable returns year after year. Avoiding the sharp downturns is a key issue as protection is high on the priority list of the manager, Jeffrey Auxier. He believes that his job is to minimize risk and to find
T. Rowe Price International Growth & Income Fund
Finding undervalued investments around the world requires a rigorous investment process and thorough research. In addition to attractive valuation, the International Growth & Income Fund of T. Rowe Price needs to see a potential catalyst and an asymmetrical risk/reward before it invests in a stock. Dividends are an important part
Seeking growth in an eclectic and diverse manner is part of the philosophy of the Janus mid-cap growth fund. And although this manager is able to find growth even in unusual places, such as railroads, he doesn’t like excessive risk. Diversification and moderate position sizes are key words in the risk
Making money over the long term is what Al Frank's philosophy is all about. Achieving Buffet-like returns since 1977, Al Frank Asset Management relies on a simple, disciplined philosophy based on what has worked historically. Patience, diversification, and stock selection, in that order, are the cornerstones of investing the Al
Using equities in a debt-like fashion is a rare approach, but Kelmoore Strategy® Eagle Fund convincingly executes it. The fund aims to achieve yields similar to that of junk bonds, but with the comfort of holding an A-rated equity portfolio. Using covered option writing, the fund's strategy relies on the
A growing company of yesterday is not necessarily a growing company of tomorrow. Mark Baribeau, co-portfolio manager of the Loomis Sayles Growth Fund, is fully aware of how dynamic business and the stock market is, so his fund aims to capture the growth phase before it gets fully priced into
With vast experience in growth investing, Gene Sit, manager of the Sit Large Cap Growth Fund, has a long record of documented success in his investment approach. He manages to combine strict discipline with opportunism and flexibility. The understanding of global macro trends is as important as bottom-up analysis.
Value Line Income & Growth Fund
Brad Brooks, the manager of Value Line Income and Growth fund, has to balance between growth & value, bonds & equities, and across all types of markets caps. A bit of contrarian approach and a lot of reading help him with the difficult task of covering almost the entire investing
