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Fund Families



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


L. Baxter Hines

Fund Profile

Short-Term Focus with Long-Term Merit

Utilities > NA

Allianz NFJ International Value Fund

EVUDX

Apr 4, 2010

Prudent investing should always subdue temporary concerns and anxieties in the name of long-term consistency. Baxter Hines, portfolio manager of the Allianz NFJ International Value Fund, and his team look for dividend-paying companies that are trading at a discount to their long-term value while possessing the necessary balance sheet strength

Fund Profile

Triple Value Basis

Large-Cap > Value

Thornburg Value Fund

CVQZX

Apr 4, 2010

Even though investors tend to perceive value as the upbeat aspect of an unfavorable market environment, value funds are subject to market gyrations like any other funds. Thornburg Value Fund classifies and diversifies value stocks in three categories so that the fund can develop superior returns in different market environments.

Vita Nelson

Fund Profile

Steady Dividends, Steady Reinvesting

Large-Cap > Growth

MP 63 Fund

ETTGX

Apr 4, 2010

Companies that pay dividends typically have a higher level of discipline and focus on returning capital to shareholders. Out of a universes of 1,000 companies with dividend reinvestment plans allowing investors to accumulate wealth, the MP 63 Fund offers investors a safer way to gain exposure to these stocks
James T. Tierney

Fund Profile

Quality Earnings with Moats

Health-Biotechnology > NA

W.P. Stewart & Co. Growth Fund

ETNHX

Apr 4, 2010

In the long run, companies with sustainable above average earnings growth will outperform the indexes. W.P. Stewart & Co. Growth Fund looks for companies with competitive advantages and high barriers to entry. The concentrated fund invests in twenty high-quality companies that also offer downside protection.
Dusty Culbertson

Fund Profile

Shareholders First

NA > NA

Mirzam Capital Appreciation Fund

ETNDX

Apr 4, 2010

With distinct long-term, competitive advantages in mind, the Mirzam Capital Appreciation Fund screens its investable universe for companies that are trading at a discount to their intrinsic value. Portfolio manager Dusty Culbertson explains how the fund shuns companies that rely on dilutive stock option compensation programs.
Patrick Galley

Fund Profile

Opportunistic Investing in Closed-End Funds

Small-Cap > Core

RiverNorth Core Opportunity Fund

ETMGX

Apr 4, 2010

There are more than six hundred closed-end funds and, quite naturally, not all of them trade at their fair values all the time. Patrick Galley, portfolio manager of the RiverNorth Core Opportunity Fund, looks for closed-end funds that are not only trading at a discount to their assets but are
Keywords

Fund Profile

Thorough Asset Valuation

NA > NA

Boyar Value Fund

DRDIX

Apr 4, 2010

Most of the time investors purchase stocks largely based on earnings analysis while overlooking what is on the balance sheet of a company. At Boyar Asset Management, the focus is on assets. Portfolio manager Mark Boyar insists that it is the analysis of assets that uncovers companies trading at a

Fund Profile

Discounted Growth

Mid-Cap > Growth

Tanaka Growth Fund

ETILX

Apr 4, 2010

Every growth company, be it large or small, faces temporary hard times. Still, investors sometimes tend to punish the stock much more than it actually deserves. Graham Tanaka scours the growth universe for companies with short-term problems in order to create significant wealth for investors with a longer-term outlook.
Thomas Samuels

Fund Profile

Long and Short Worldwide

Health-Biotechnology > NA

The Palantir Fund

ETIHX

Mar 3, 2010

Individual investors rarely have a chance to invest in a long-short strategy that scours the world for investments and operates as a mutual fund. Tom Samuels explains how the Palantir Fund maintains a concentrated portfolio, offering global exposure and liquidity to retail investors.
David B. Crawford

Fund Profile

Total Return Through Dividend Growth

NA > NA

Crawford Dividend Growth Fund

ETIDX

Mar 3, 2010

Companies that pay consistent dividends over a long period of time are generally known to have a strict fiscal discipline. David Crawford and his team at the Crawford Dividend Growth Fund search for undervalued companies that have a history of generating steady growth in both earnings and dividends over several
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