Interview (1011)
The liberalization in the mutual fund industry has allowed the Arbitrage Fund to take advantage of some of the investment techniques that were previously reserved for hedge funds only. John Orrico, who has run the portfolio since 2000, seeks capital appreciation and preservation of capital by applying well-defined research and risk
Barnaby Wiener, the manager of MFS International Value Fund, combines a conservative approach to managing investors’ money with bravery when he has enough confidence in a story. He doesn't like grand projections on the direction of the world and stays focused within his expertise – bottom-up stock selection, which involves
Starting with the belief that the market's focus changes over time, Navellier Midcap Growth Fund has designed a dynamic model, testing a hundred criteria every quarter, to follow these changes. Despite being driven by fundamentals, this is a strict quantitative approach that eliminates all human bias from the stock-selection process.
U.S. Global Investors Global Resources Fund
Not constrained by geographic regions or company sizes, the managers of U.S. Global Investors Global Resources Fund (PSPFX) are only limited by their sector. Fortunately, they are able to prove that commodities are in a bull period that is here to stay for longer than usual. The industrialization of India
Phoenix Multi-Sector Short Term Bond Fund
Believe it or not, there are bond funds that don’t really care about the level of interest rates. This strategy has worked quite well for Phoenix Multi-Sector Short Term Bond Fund, which takes only small bites of risk in a diversified fashion. Achieving consistent returns in any interest rate environment,
The Huntington New Economy Fund looks for innovation, broadly defined. We can find it in any industry, whether in a process, a product, or a management style. It is more important to the management of this fund to stay focused on growth, and to beat its benchmark with low risk.
The management team of AIM Diversified Dividend Fund believes that dividend-paying stocks may represent a valuable component of a successful portfolio, both to maximize total return and mitigate volatility. AIM Diversified Dividend is a large-cap core fund that seeks to provide consistent performance throughout all market environments by balancing long-term
AIM manages two European funds with compelling track records, the AIM European Growth Fund and AIM European Small Company Fund. Here Clas Olsson, Senior Portfolio Manager on AIM European Growth Fund discusses how their disciplined investment process has helped them navigate well across numerous borders, sectors, market cap sizes, accounting
In the growth space, making the right long-term bets is only attainable through the support of systematic research. Rudolph Carryl, the portfolio manager of the MainStay Mid Cap Growth Fund has utilized fundamental analysis to deliver above-average returns at relatively low risk levels.
Globalization is a fact that dramatically changes the rules of the game. These changes can be a true gift for investors who understand the forces of globalization and are not afraid to look forward into the next decades. In a game of shifting dominance, the Scudder Global Fund finds opportunities even
