Even the greatest businesses may fall on hard times because of reasons that are totally beyond their control. William Smead, portfolio manager of the Smead Value Fund, searches opportunities to invest in out-of-favor companies with businesses that are durable enough to generate consistent returns.
Investors in the small cap segment face the same major challenge – the marketplace spans myriads of stocks that are generally underfollowed by brokers and analysts. This lack of coverage creates further inefficiencies due to weak liquidity. With the help of its screening and evaluation system, James Small Cap Fund
A simple but efficient way to take advantage of market dynamics is to follow trends established by price movement. The portfolio team of the Sherwood Forest Long/Short Fund examines trends in equity, bond, commodity and currency markets and uses Exchange Traded Funds to profit from these fluctuations both in rising
Large companies inevitably undergo different business and economic cycles that affect their earnings growth and cash flows. The Frost Core Growth Equity Fund analyzes these key characteristics of the large-cap space, seeking companies benefiting from a positive economic environment, new products, or favorable technology cycles.
Australia and New Zealand offer a unique opportunity to benefit from the growing economies of Asia, without some of the risk of investing in companies domiciled in Asia. Robert Scharar, portfolio manager of the Commonwealth Australia/New Zealand Fund, highlights the surging demand for Australian commodities from Asia and the growing
Investing in growth stories is certainly not as simple as the mere following of companies with growing sales and earnings. As part of a sound investment strategy, a prudent investor will concentrate on identifying layers of growth and key drivers within those companies. William Chester explains how the six-manager portfolio
Companies with higher returns on capital through various business cycles are especially appealing to investors with long-term investment horizons. At the Toreador Large Cap Fund, portfolio managers Rafael Resendes and Paul Blinn look for business models with a history of generating stable, positive Economic Margins, trading below their intrinsic
A diversified portfolio of reasonably priced companies with positive drivers for growth and cash flow serves as a good starting point for long-term investing. Charles Pohl and the portfolio management team at the Dodge & Cox Stock Fund aim at identifying companies with sustainable competitive advantages and management focused on
What makes value investing exciting is the discrepancy between the value of a business and that of its stock projection. The portfolio managers of the Gabelli Asset Fund like to think of their portfolio candidates as businesses rather than stocks, focusing on industries and sectors that they understand well.
Nimble companies with sustainable business models are especially appealing to patient investors. For those who have a long-term vision and willingness to ride a company’s growth during the ups and downs of market cycles, such names can offer uncommon rewards. George V. Young and George G. Villere, portfolio managers of
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