While stock prices ultimately follow earnings patterns, that does not necessarily happen in a straightforward way. Rayman Bovell and John Montgomery explain how the HSBC Opportunity Fund invests in companies with underappreciated earnings growth and reasonable valuations. A key differentiator of the fund

Midstream companies, with their high barriers to entry and inflation-linked fees, can be described as the toll roads of the energy infrastructure. Energy is a global commodity and North America is a key part of the global value chain, making midstream a viable way to participate in trends around

Stock markets tend to underestimate the duration of a positive fundamental change and the sustainability of earnings growth. Focusing on this inefficiency, the Delaware International Small Cap Fund team analyzes the factors that drive earnings growth and its duration in areas neglected by

Not all growth investors share the same view when it comes to the sustainability of the growth phase and its trajectory. Norman Conley, portfolio manager of JAG Large Cap Growth Fund, maintains a long-term and patient outlook as he looks for companies that

Although the market can sometimes be out of sync with fundamentals, it is the underlying earnings growth that drives performance in the long run. Based on this philosophy, Polen Growth Fund invests in its best growth and quality ideas with an investment horizon

While smaller companies are generally underfollowed domestically, that is even more so when it comes to investing in emerging markets. Randy Pearce, CIO of Grandeur Peak Global Advisors, and Brad Barth, portfolio manager and senior research analyst, explain how the International Stalwarts Fund

Principal International Small Company Fund avoids excessive style biases by following a process that identifies companies that are not well understood by the market. Recognizing the distinction between a good company and a good investment, portfolio manager Tiffany Lavastida explains how the management team seeks to capitalize on market inefficiencies. 

PNC International Equity Fund comprises both growth and value components to gain exposure to a broad swathe of complementary investment opportunities. Martin Schulz, lead portfolio manager of the growth team, seeks companies with accelerating earnings growth, strong management teams, and stable balance sheets, while the value team looks for undervalued

While many portfolio managers look for high-quality companies, definitions can significantly vary. For Andrew Flynn and Kenneth McAtamney, who are at the helm of the William Blair Global Leaders Fund, high quality means companies driven by strong and sustainable value creation. With a global mandate and a long-term view, the

With incomes steadily growing in emerging markets, discretionary consumer spending has been on the rise as well. Portfolio manager Irina Hunter explains how the BMO LGM Emerging Markets Equity Fund scours these markets in search of companies that benefit not only from the growth in spending but also from compounding