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Fund Families



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


David Miller

Fund Profile

Values with Catalysts

NA > NA

Catalyst Value Fund

EQNCX

Dec 12, 2009

Healthy businesses that produce excess cash flows that can be distributed to shareholders can generate stock price returns that may be volatile. As such companies with high return on capital sometimes go out of favor, they become especially attractive to the Catalyst Value Fund. David Miller explains how the
Vincent Sellecchia

Fund Profile

Hidden Value

NA > NA

The Delafield Fund

EQNBX

Dec 12, 2009

Small and mid cap companies, which inherently belong to the most obscure spectrum of the investment universe, can offer great rewards to investors with a consistent approach and a keen eye for catalysts. Vincent Sellecchia, co-portfolio manager of The Delafield Fund, seeks out companies that are undergoing fundamental change and
Erick Maronak

Fund Profile

Drivers of Earnings

NA > NA

Victory Large Cap Growth Fund

EQNAX

Dec 12, 2009

Large companies typically have several earnings drivers and not all of them seem to be evident as many are still dormant. Erick Maronak and his team at the Victory Large Cap Growth Fund seek to understand which drivers are likely to propel a company’s earnings higher over the longer short
C. Murray Fichtner (second from left)

Fund Profile

Rooted in Dividends

NA > NA

Frost Dividend Value Equity Fund

EPLSX

Dec 12, 2009

Companies that are willing to share their good fortunes with shareholders through dividends will certainly get the attention of the management team at Frost Dividend Value Equity Fund. Within a universe of more than 900 dividend-paying companies only few qualify to be included in the fund. For portfolio manager Murray
Brett Johnson

Fund Profile

Real Returns in Real Estate

Multi-Cap > Growth

Grubb & Ellis AGA International Realty Fund

EPGCX

Dec 12, 2009

Investing in international real estate is challenging for most individual investors due to a lack of accessibility to markets, the liquidity requirements of a large asset purchase, and recurrent risks posed by currency exposures. Brett Johnson, portfolio manager of Grubb & Ellis AGA International Realty Fund, describes his pursuit of
Corey Henegar

Fund Profile

Smid Values

NA > NA

WHG Smid Cap Fund

EPLTX

Dec 12, 2009

The small and mid capitalization segment of the market tends to be less understood and underfollowed. Corey Henegar, portfolio manager at WHG Smid Cap Fund, likes to find values in companies with market cap between $100 million and $10 billion while looking for asymmetric risk reward potential.
Charles K. Bobrinskoy

Fund Profile

Contrarian and Concentrated Values

Large-Cap > Value

Ariel Focus Fund

EICIX

Dec 12, 2009

Patience and independent thinking are two virtues that often seem to be lacking in the investment community. Timothy Fidler and Charles Bobrinskoy, co-portfolio managers of Ariel Focus Fund, consistently apply their contrarian outlook to maintain a concentrated portfolio of stocks with solid free cash flows.

Brendan Voege

Fund Profile

Big Dividends with the Dogs of Dow

Large-Cap > Growth

SunAmerica Focused Dividend Strategy Portfolio

ACLTX

Nov 11, 2009

According to The Dogs of the Dow theory, a selection of high-yielding stocks is expected to outperform the broader stock market. Brendan Voege, who runs SunAmerica’s Focused Dividend Strategy Portfolio, has enhanced this strategy to create a 30 stock portfolio designed for capital appreciation with an emphasis on dividend yield.

Fund Profile

Small Caps With Dividends

NA > NA

Heartland Value Plus Fund

EPLRX

Nov 11, 2009

The majority of small cap fund managers will typically keep their eyes on companies that are poised for rapid growth. At the Heartland Value Plus Fund, portfolio manager Adam Peck looks to find companies that are out of favor but have the qualities of healthy businesses with a history of growing

Fund Profile

Seeking Value

NA > NA

FAM Value Fund

EPLDX

Nov 11, 2009

Buying a stock is, above all, buying a stake in a business. Thus, it is not only imperative to understand business operations but also to value the business based on fundamental metrics. John Fox at FAM Value Fund applies a patient, long-term approach while looking for businesses that trade at
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