The small-cap market segment has widened to include companies between $100 million to $4 billion. However, the smaller end of the market below $1 billion is the most fertile ground for investors willing to dig deeper. Thomas O. Putnam and Marc D. Roberts, who are at the helm of the

Companies that do not have to transform to sustain growth offer predictability in sales and earnings, yet the art of identifying such stocks requires a focused approach and disciplined investment selection. Todd W. Solomon and his team at the Congress Mid Cap Growth Fund strive to build a portfolio of

Investors relying on standard financial statements may underappreciate the true cash flow potential of a company. Bryant VanCronkhite and Jim Tringas, portfolio managers of the Wells Fargo Advantage Special Mid Cap Value Fund, leverage their accounting background to recast GAAP-based financials in order to obtain a better understanding of a

Mid-cap companies typically offer stronger balance sheets than small-cap companies and better growth profiles than large-cap names. Brian E. Peery, Portfolio Manager of the Hennessy Cornerstone Mid Cap 30 Fund, and his team strictly follow a quantitative process for selecting only 30 companies from a mid-cap universe of approximately 1,600

Most bond funds have high correlation to bond market indexes and struggle to deliver consistent returns. With a focus on total return, the IRON Strategic Income Fund is a liquid alternative bond fund that seeks to generate consistent but non-correlated returns to fixed income assets.

Investors with limited assets have a difficult time in assembling funds or ETFs that offer the balance that is needed in a portfolio. LK Balanced Fund serves as a one-stop fund that not only helps investors get exposure to stocks and bonds but also offers stable returns and withstands market

Investing in international markets requires local knowledge and a global framework. Schroder International Alpha Fund leverages the parent company’s global investment and analysis platform to find the best conviction ideas with an unappreciated and sustainable growth outlook.

International markets are diverse and complex, so an investor needs a process and an experienced hand in selecting the right stock and allocating the right amount of capital. Portfolio managers Rudolph-Riad Younes and Richard Pell, along with a team of sector specialists, look for companies that offer the best risk-reward

The municipal bond market is regional and fragmented, and demands a deep understanding of the diverse base of issuers. The high-yield segment of the market is dominated by non-rated bonds that are issued by non-profit entities such as hospitals and charter schools across the nation. The municipal fixed income group