Interview (1011)
When Dan Fuss says the Loomis Sayles Bond Fund takes a multi-sector approach, he means it. Anything in fixed income is fair game—as long as it's cheap and makes sense to own for a few years. That approach through 40 years of fixed-income management has provided shareholders with equity-like returns
An investment five years ago in AIM's Global Healthcare Fund headed by Michael Yellen not only topped more than 75% of funds in the category, it also topped the S&P 500 by a wide 22% differential for the period.
As of June 1, 2003, the Exeter Life Sciences Fund ranked first in its category for three-year performance, handily beating the S&P 500. Jeff Herrmann and Brian Lester, analysts at Rochester, NY-based Manning & Napier, which acts as the fund's advisor, explained their approach to investing in this broad and
US Global Investors Global Resources Fund
A self-described quantitative analyst, U.S. Global Investors CEO and CIO Frank Holmes combines a data and event driven view of the world with the ability to rapidly adjust to change.That has helped shareholders' portfolios to achieve net gains in the past four years of topsy-turvy stock markets.
Dan Chung, who advises the Enterprise Technology Fund through Fred Alger Management, is upbeat on technology companies, especially the ones showing above-average growth during a tough time for the sector. With support from a deep, fundamentally based 25-person research staff, Chung has been able to locate some rising stars for
Eaton Vance Tax Managed Value Fund
There could be a silver lining to the Eaton Vance Tax-Managed Value Fund. Lead manager Michael Mach points to its cache of realized losses that can be used to offset future gains thereby helping to shield investors from future taxes. By providing investors with solid returns, over time the veteran
The One Group Bond Fund (PGBOX) is a class act, at least on the Lipper ranking list. Its I-class shares topped its peer group in terms of 10-year return by Dec. 31, 2002. The other share classes never left the top 10% in performance for the past 3-, 5-, and
If one looks for a Lipper top-quintile value fund that's overweight in industrials, and not in financials, it is a small surprise to find one in Milwaukee, Wis. Matt Fahey, the soft-spoken manager of Marshall Mid-Cap Value fund, told Ticker about the spills and thrills of value investing.
The market is going through a rough patch and it’s the time of the off-road vehicles, read alternative strategies. That’s the message Ticker got from the talk with Chris Guptill and Larry Schweiger of the recently launched Black Diamond Funds. A series of new offerings with a novel approach to
The Payden High-Yield Bond Fund, headed by veteran credit analyst Kevin Akioka, has never experienced a default among securities held in the portfolio since inception. That attention to credit risk has delivered a performance, based on total return, that ranks the fund in the top 10% in its category for
