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Fund Families



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


Fund Profile

Value in Micro and Small Caps

Health-Biotechnology > NA

Heartland Value Fund

FBTAX

May 5, 2011

The small- and micro-cap segments of the stock market provide excellent opportunities to investors with a research bias and continuous monitoring of select businesses and management teams. Will Nasgovitz, portfolio manager of the Heartland Value Fund, speaks about the consistent implementation of the firm’s principles of value investing.
John Dorfman

Fund Profile

Value in Temporary Discounts

Multi-Cap > Value

Thunderstorm Value Fund

FBSRX

May 5, 2011

Investing in out-of-favor stocks trading at a discount to their long-term potential can be extremely rewarding when paired with rigorous research. John Dorfman, portfolio manager of the Thunderstorm Value Fund, sheds light on his comprehensive screening for undervalued businesses across market caps, industries and regions.
Daniel Lew

Fund Profile

Owning the Best for Less

Science-Technology > NA

SunAmerica Focused Small-Cap Value Portfolio

FBSOX

Apr 4, 2011

Small companies with long-term potential may well remain undiscovered or out of favor due to lack of research both at a company and industry level. Daniel Lew, portfolio manager of the SunAmerica Focused Small-Cap Value Portfolio, explains how the insights of his research team help screen for companies with a
Dimitre Genov

Fund Profile

Going Global

Large-Cap > Growth

Artio Global Equity Fund

EKJAX

Apr 4, 2011

As investment opportunities are becoming increasingly global, a prudent selection of ideas inevitably requires a blend of a top-down and a bottom-up research process across various regions. Dimitre Genov and his team at the Artio Global Equity Fund scour the world for companies likely to benefit from the recovery in
John W. Rogers, Jr.

Fund Profile

Financially Strong, Statistically Cheap

NA > NA

Ariel Fund

Apr 4, 2011

A simple formula for disciplined value investing would be one that blends a clearly defined circle of competence with unwavering patience. John Rogers, Lead Portfolio Manager, and John Miller, Portfolio Manager of the Ariel Fund, follow a strict buy-and-sell discipline with a clear focus on intrinsic value and long-term growth

Jim Craige

Fund Profile

Excess Returns in Emerging Markets Debt

Large-Cap > Growth

Stone Harbor Emerging Markets Debt Fund

VCBCX

Mar 3, 2011

For decades, fixed-income investors have been served well by buying bonds of developed nations. However, a number of emerging countries have cleaned their fiscal house and now possess growth characteristics that are yet to be appreciated by investors. At Stone Harbor Emerging Markets Debt Fund, portfolio manager James Craige likes

Steve Hoffmann

Fund Profile

Precious Water

Multi-Cap > Value

PowerShares Water Resources Portfolio; PowerShares Global Water Portfolio

FBSIX

Mar 3, 2011

Water is one of the critical resources of the 21st century. The spatial and temporal scarcity of water creates a fundamentally compelling investment opportunity worldwide. This investment potential is further magnified by the economics of structural and institutional rationalization within the water industry itself; a fundamental component that is
Roy Behren

Fund Profile

Merger Arbitrage Analysis

Multi-Cap > Value

The Merger Fund

FBSAX

Mar 3, 2011

Once a merger or other corporate reorganization is announced, arbitrageurs swing into action to assess the likelihood of success of the transaction and the potential profit from investing in it. Portfolio managers Roy Behren and Michael Shannon explain how The Merger Fund aims to capture the trading discount on various
Andrew J. Knuth

Fund Profile

Profitable Events

NA > NA

Westport Select Cap Fund

FBLYX

Feb 2, 2011

Even the gloomiest and most discouraging events can be beneficial for prepared minds. A sharp fall in stock price, a change in a business mix, or a series of small acquisitions may offer an excellent opportunity for long-term investors. Andrew Knuth and Edmund Nicklin, portfolio managers of the Westport
Richard Hirayama

Fund Profile

Profits in Supercycles

Large-Cap > Value

WHV International Equity Fund

FBLEX

Feb 2, 2011

Global supply and demand cycles appear to be the catalysts for many investment opportunities in international markets. Consequently, a deeper understanding of macro-economic forces and sector dynamics can offer unique investment chances. The WHV International Equity Fund seeks to identify Supercycle themes driven by global supply and demand imbalances that
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