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Fund Families



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


Ford B. Draper, Jr.

Fund Profile

Early Growth Investor

Mid-Cap > Growth

Kalmar “Growth-with-Value” Small Cap Fund

EISMX

Jan 1, 2009

Unlike growth investors who specialize in only certain industries in search of growth, Kalmar Investments applies a consciously more wide-ranging approach to identify companies with sustainable earnings growth. Ford B. Draper Jr., portfolio manager of the Kalmar “Growth-with-Value” Small Cap Fund, and his 9-person research team primarily use the firm’s internal
Thomas Schuessler

Fund Profile

An Outside View to Value

Small-Cap > Core

DWS Large Cap Value Fund

EISGX

Jan 1, 2009

The search for value is always difficult, but in a crisis environment, it can be a real challenge. For Thomas Schuessler, the manager of DWS Large Cap Value Fund, the analysis of various bottomup metrics is only part of the process. The macro perspective on sectors and themes, the outside
David O’Leary

Fund Profile

Follow the Money

Mid-Cap > Growth

PowerShares Active ETFs

EISEX

Jan 1, 2009

In the world of investment, the efficiency of even the most elaborate models is often based on surprisingly simple truths. Harnessing the idea of making money where it is to be found, David O’Leary has organized his investment strategy around a proprietary money flow measure to generate alpha for the PowerShares
Kevin Rich

Fund Profile

Efficient Access to Commodities

MLPs > NA

PowerShares DB Funds

EIPIX

Jan 1, 2009

Only a couple of years ago, investing in commodities was a complicated matter involving a futures account or an indirect approach through equities. Invesco PowerShares and Deutsche Bank now provide a more efficient access to an area that’s not correlated to equities. Investors can choose between diversified, leveraged, or inverse

Frank James

Fund Profile

Preserve and Prosper

MLPs > NA

James Balanced Golden Rainbow Fund

EIPFX

Dec 12, 2008

Bargain-hunting is one key element for The James Balanced: Golden Rainbow Fund, but is far from being the only one. In addition to looking for out-of-favor stocks, portfolio manager Dr James may switch to bonds to capture the opportunities provided by the direction of interest rates. Long-term experience, in-house research,
Frank Ingarra, Jr.

Fund Profile

Quantitative and Disciplined Focus

NA > NA

Hennessy Focus 30 Fund

EIPDX

Dec 12, 2008

Formula-driven, transparent, and disciplined, the Hennessy Focus 30 Fund, employs a strict quantitative formula to select 30 stocks each year. The fund marries value with momentum, combining low price to sales with earnings and stock price appreciation. However, according to the co-manager Frank Ingarra, the key factor for the fund’s
Axel Merk

Fund Profile

Gains in Dollar’s Decline

Small-Cap > Core

Merk Hard Currency Fund, Merk Asian Currency Fund

EIMGX

Nov 11, 2008

The U.S. dollar, though enjoying the status of world’s reserve currency, could lose its luster. Investors looking to protect their purchasing power for dollars held can now invest in foreign currencies through the Merk Hard Currency and Merk Asian Currency Funds. The Funds diversify allocations among several European and Asian currencies.
Pascal Curtet

Fund Profile

Opportunistic in Emerging Markets

Small-Cap > Core

Eastern European Equity Fund

ECMGX

Nov 11, 2008

Eastern European markets are less efficient than established equity markets offering a lot of potential to add value through an active management approach. Our research process aims to take advantage of these inefficiencies, says Pascal Curtet, manager of the Eastern European Equity Fund. The key element is staying on top of
David King

Fund Profile

Convertible Gains

Large-Cap > Growth

Putnam Convertible Income-Growth Trust

EILGX

Nov 11, 2008

Blending stock research and growth outlook with a thorough assessment of credit opportunities is key to successful investing in the convertible market. Portfolio manager David King utilizes Putnam’s extensive expertise in credit equity analysis and credit research at a global level to gain advantage for the Putnam Convertible Income-Growth Trust.
Nick P. Calamos

Fund Profile

Defensive High Yield Play

Health-Biotechnology > NA

Calamos High Yield Fund

EIHSX

Nov 11, 2008

High yield is typically associated with high risk, especially if compared to government bonds. For Nick P. Calamos, who leads the portfolio management team of the Calamos High Yield Fund, the high yield market segment represents an opportunity to participate in emerging growth companies with less risk than the equity.
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