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Fund Families



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


Mark Roach

Fund Profile

Low Multiple, High Interest

Multi-Cap > Growth

Dreman Contrarian Small Cap Value Fund

EKOAX

Apr 4, 2009

The Dreman Contrarian Small Cap Value Fund invests in companies that we believe are trading at earnings multiples below the market. The Fund manager, Mark Roach, looks for stocks that in his opinion are unfairly driven out of favor but still have their permanent long term franchise intact.
Sam Saladino

Fund Profile

In Faith We Trust

Large-Cap > Growth

The Epiphany Faith & Family Values 100 Fund

EKJYX

Mar 3, 2009

The Epiphany Faith and Family Values 100 Fund seeks long-term growth of capital. The Fund invests in companies whose business activities and practices meet fundamental Catholic moral and ethical principles.
Robert Arnott

Fund Profile

Real Returns in All Assets

Large-Cap > Growth

PIMCO All Asset Fund, PIMCO All Asset All Authority Fund

EKJRX

Mar 3, 2009

In a bleak market environment of heavy losses across the board, investors seem to forget that only real returns assure no loss of capital at the end of the day. Using dynamic asset allocation strategies, PIMCO’s All Asset Fund and All Asset All Authority Fund focus on long-term growth of purchasing
Michael C. Aronstein

Fund Profile

Macro Views, Sector Gains

Large-Cap > Growth

Marketfield Fund

EKJFX

Mar 3, 2009

In the world of absolute return, unlocking the patterns of broad economic and market catalysts is the key to successful investing. Michael Aronstein, portfolio manager of the Marketfield Fund, combines long and short strategies with insights into large scale macroeconomic forces and thematic factors to move a step ahead of
Dan Pickett

Fund Profile

Leveraging Changing Expectations

Large-Cap > Growth

Nakoma Absolute Return Fund

EKJCX

Mar 3, 2009

Stock prices reflect investor expectations of relevant corporate developments, according to the managers of the Nakoma Absolute Return Fund. They believe that the way to make money is by having a more accurate forecast of these corporate developments than the consensus forecast.
Keith Walter

Fund Profile

Boundless and Borderless

Large-Cap > Growth

Artio Global Equity Fund

EKJAX

Mar 3, 2009

One of the tenets of the Artio Global Equity Fund is to apply different tactics to different regions and industries. With a consistent bottom-up approach within developed markets and a top-down methodology within emerging markets, portfolio manager Keith Walter goes beyond style definitions and category limitations to identify fundamental nuances that
William Mason

Fund Profile

Diversified Large Cap Value Fund

Large-Cap > Value

Spirit of America Large Cap Value Fund

EITVX

Mar 3, 2009

The Spirit of America Large Cap Value Fund’s objective is to seek long-term growth primarily through capital appreciation with a secondary objective of current income. We look for companies with low valuations, stable earnings and strong financial statements.
Gregory Pai

Fund Profile

Trends and Research

Large-Cap > Growth

Paradigm Asset Management

EITMX

Feb 2, 2009

A key to solving the mystery of successful investing is the divide between smart and consistent strategies on the one hand and pure luck on the other. Paradigm Asset Management has developed a unique research platform and portfolio construction techniques organized around the principles of consistency and reliability. Greg Pai, who oversees Paradigm’s Large
Rob A. Bloemker

Fund Profile

Diversified Absolute Return

Large-Cap > Growth

Putnam Absolute Return Funds

EITGX

Feb 2, 2009

Turbulent times often call for innovative moves. In an environment of negative sentiment and investor pessimism at historical levels, Putnam Investments has rolled out a suite of four absolute return funds on the back of the asset manager’s expertise in global asset allocation and global fixed income investing.
Colin E. Symons

Fund Profile

Flexible and Patient

Large-Cap > Growth

Symons Alpha Value Institutional Fund

EISTX

Feb 2, 2009

Symons Alpha Value Institutional Fund seeks long-term capital appreciation and invests in stocks that are out of favor and undervalued at the time of purchase. The Fund manager, Colin Symons, has a flexible approach to investing and believes it is important to understand that times change.
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