Latest Q&A Based Profiles ( 1,011 Interview )


Demographics and Innovation Should Drive Healthcare

NA > NA

John Hancock Health Sciences Fund

CSRCX

Mar 3, 2003

Linda Miller, CFA, is a vice president of John Hancock Funds. She believes the next 10 years will provide excellent results from this broad industry based on two key factors, demographics and technological innovation. She expects biotech names to play a key role in this growth.

To QARP, Rather Than to GARP

Large-Cap > Growth

Phoenix-Kayne Large Cap Fund

CSRRX

Mar 3, 2003

Founder Allan Rudnick and chief research officer Paul Wayne manage Phoenix-Kayne Large Cap Fund, through both retail and adviser channels. The two have a combined 56 years of experience in delivering a return on a core portfolio of large-cap stocks that has remained in the top 10% in its category

The Aim Is to Optimize, Not Maximize

Small-Cap > Value

AIM Mid Cap Core Equity Fund

CSMIX

Feb 2, 2003

AIM Mid Cap Core Equity Fund is aiming to provide outperformance of its relative benchmark - the Russell Mid-Cap Index - with lower volatility. Lead manager Ronald S. Sloan told Ticker he is not looking to 'swing for the fences.' The Fund's main focus is on optimization not maximization. That

A Bold and Cautious Combination

Mid-Cap > Core

Van Kampen Equity Income Fund

CSMFX

Feb 2, 2003

James Gilligan heads a team of equity and bond managers for the Van Kampen Equity and Income Fund. The long-term performance has placed the portfolio among the top two percent of hybrid funds for the past 11 years.

Growth at the Core

Multi-Cap > Growth

MFS Core Growth Fund

CSMMX

Feb 2, 2003

Although off more than 25% for the year, the MFS Core Growth A Fund still sports a five-year return of better than 3%. Co-manager Peggy Adams thinks that after two years of cost cutting, large-cap growth companies earnings will improve in 2003.

Emerging Quietly

Mid-Cap > Core

Seligman Emerging Markets Fund

CSMZX

Feb 2, 2003

Although down roughly 3.5% as of Nov. 30, the Seligman Emerging Markets Fund's manager, Daniel J. Barker, thinks that foreign markets are quietly emerging from a global slump and could outperform the markets in developed countries if that growth perks up.

The Long and Short of It

Small-Cap > Value

AXA Rosenberg Value Equity Long/Short Fund

CSPRX

Feb 2, 2003

Since inception in 1997, the AXA Rosenberg Value Equity Long/Short Fund sports a three-year average annual return of 8.8%. With a 17% return as of Nov. 30, this fundamentals-based fund employs a balance of long and short positions that is backed by a expert team of researchers. Kathryn Mohan McDonald

Adding Digital, Staying Fundamental

Small-Cap > Growth

CSSSX

Feb 2, 2003

One of the country's oldest funds, Gartmore's Total Return Fund will turn 70 in May. Co-managers William Miller and Simon Melluish outlined improvement to the fund's investment strategy through a blend of quantitative analysis overlaid over fundamental research according to 'four cherished factors.'

An Investment Veteran Speaks His Mind

NA > NA

Credit Suisse Small Cap Value Fund

Jan 1, 2003

When Credit Suisse Asset Management acquired Donaldson, Lufkin Jenrette (DLJ) in November 2000, the firm also inherited one of Wall Street's most outspoken critics of accounting practices, Stanley Nabi. In this interview, the Wall Street veteran lived up this reputation as an asset manager who is not afraid to speak

Teamwork Pays Off

Large-Cap > Core

Delaware Corporate Bond Fund

AFDCX

Jan 1, 2003

When Jude T. Driscoll left Conseco Capital Management in August 2000 to head the fixed-income division at Delaware Investments, he brought along a bright young member of that firm's portfolio management team, Ryan K. Brist.