Most mutual funds employ a static formula that requires them to be fully invested in stocks and/or bonds. The Adaptive Allocation Fund does not limit itself to any specific sectors or investments. Rather, it has developed a flexible strategy that attempts to exploit the next upturn and avoid
In the deep and diverse high yield market, there are investable instruments that may even exhibit qualities very similar to those of equities. Paul Ocenasek, portfolio manager of the Thrivent High Yield Fund, adjusts to the specifics of the high yield spectrum while looking for bonds with favorable risk spread
Investors looking for exposure to sin stocks can diversify across gambling, tobacco, alcoholic beverages, and defense companies with the The Vice Fund. As for those who want to tap into investments largely driven by the baby boomer segment of the population, USA Mutuals Funds is offering the Generation Wave Fund.
Industry leaders tend to create new markets that, in turn, drive earnings at these companies. David Carlson, portfolio manager of the GE Premier Growth Equity Fund, and his research team scour their investment universe to find companies with expectations of sustainable earnings growth.
In spite of their potential for high returns, emerging markets accompany various sources of risks and market dynamics. Arjun Jayaraman and his team at the Causeway Emerging Markets Fund have developed a quantitative approach that combines value and growth investment styles with the aim to consistently cover economic cycles and
For the most part, stock valuations are anchored in the expectations of earnings and cash flows. William S. Chester and his team at the Westcore Select Fund screen for companies that have sustainable earnings in the mid cap spectrum and are likely to revise their earnings higher.
Consistent earnings are undoubtedly a long-term driver for stocks. Alan Breed and his associates at Edgewood Growth Retail Fund devote their investment skills and resources in selecting companies with a track record of earnings growth and balance sheets healthy enough to withstand business cycles.
Generally, small companies with long-term growth prospects do not tend to be well followed. This under-following creates a valuation gap that Albert Nicholas likes to leverage to his advantage. Companies with higher long-term average growth that trade at a discount and have a stable dividend track record make the list
As interest rates hover near historic lows, meeting the objective of earning higher returns without compromising the safety of capital has become a daunting challenge. Once investors step outside of the U.S. treasuries there seems to be only one place where they can turn to get extra yield and
Small cap investing requires specialized sector knowledge and strict discipline to contain the market volatility. Dennis Alff and his team at the helm of the Natixis Vaughan Nelson Value Opportunity Fund seek absolute returns in small- to mid-cap companies that are trading at a discount to their intrinsic value,
