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


Strictly Following Insiders

NA > NA

Catalyst Insider Buying Fund

Dec 12, 2014

Executives at companies are privy to information from the day-to-day operations that may have impact on the company’s immediate future and its stock price. With the recent changes in insider regulatory filing requirements, outside investors learn of insider activity in less than two days compared to as many as 90

Dual Investing Approach to Global REITs

NA > NA

Delaware Global Real Estate Opportunities Fund

Dec 12, 2014

The real estate industry has transitioned to a much larger and global scale after the advent of securitization and the formation of the REIT structure. However, REITs are just as dependent on access to capital markets as local supply and demand factors. Bob Zenouzi and his team at Delaware Investments

Mid Caps with Dividends

Multi-Cap > Growth

RidgeWorth Mid-Cap Value Equity Fund

EKORX

Dec 12, 2014

Mid cap companies offer the stability of large companies and the information opportunity of smaller cap companies. Especially, companies that pay regular dividends also bring additional financial discipline which is lacking in general. Don Wordell and his team research companies that are trading at their low end of expectations based

Participate in the Upside, Limit the Downside

Mid-Cap > Growth

Stadion Tactical Growth Fund

FISGX

Oct 10, 2014

Market conditions for investors can vary from favorable to hostile and all stops in between. Investors want to participate as much as possible in the upside and limit or avoid the down phases that inevitably follow. The Stadion Tactical Growth Fund is designed to benefit from rising markets and limit

Natural Gas, Natural Advantage

NA > NA

Hennessy Gas Utility Index Fund

Oct 10, 2014

Natural gas is the cleanest of all fossil fuels (vs. coal and oil) and is the fuel of choice for residential heating, cooking and base loaded electricity generation. With ample supplies and stable prices, investment capital is being spent on developing new uses for natural gas that should result in

Durable Global Small Caps

Real Estate > NA

William Blair Global Small Cap Growth Fund

FIRTX

Sep 9, 2014

Companies with durable business franchises generally offer better investment opportunity for long-term investors. Quality growth companies with durable business models have the capacity to deliver earnings growth over a longer time period than the market can estimate. Andrew G. Flynn and Matthew A. Litfin, portfolio managers of the William Blair

Systematic Approach to Long-Short Investing

Real Estate > NA

Invesco Long-Short Equity Fund

FIRIX

Sep 9, 2014

Long/Short funds are now available to individual investors through mutual funds. Invesco Long/Short Equity Fund is managed by a team of managers who follow proprietary models and select a balance of longs and shorts, industry allocation and market exposure.

Tactical Allocation in Real Assets

Real Estate > NA

Prudential Real Assets Fund

FIREX

Aug 8, 2014

Real assets offer a way to expand portfolio diversification. These assets come in wide varieties and demand expertise to invest. Edward L. Campbell and his team bring deep expertise in dynamically selecting these assets in various market environments to generate superior returns to broader market averages.

Value Gap in Small Caps

Real Estate > NA

Clearbridge Special Investment Trust

FIRCX

Aug 8, 2014

Investors often focus on immediate problems faced by companies and lose sight of the long-term horizon, especially in the small-cap segment of the market. Often stock prices swing from one extreme of exuberance to the other extreme of pessimism. However, company valuations do not change that often. Albert Grosman and

Systemic Selection in Small Caps

Real Estate > NA

PNC Multi-Factor Small Cap Core Fund

FIRAX

Jul 7, 2014

Small cap companies are known for their growth potential but risks abound. Hitesh C. Patel and Paul Kleinaitis follow a systemic investment process with proprietary factors that are based on business fundamentals, valuation and investor envelop.