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


Pricing Power

Large-Cap > Value

Hodges Capital Management

EIFVX

Oct 10, 2008

Eric Marshall, Portfolio Manager at Hodges Capital Management, is a bottom up stock picker. He and the rest of the management team look for companies with sustainable pricing power.

New New Themes

Large-Cap > Growth

Henderson Industries of the Future Fund

EIFGX

Oct 10, 2008

The Henderson Industries of the Future Fund looks for investment themes and solutions providers that solve the needs of environmental sustainability and social change. Fund manager Tim Dieppe searches for investment ideas around the world that can sustain growth for the foreseeable future. The Fund is willing to pay a

Concentrated Value Investing

Large-Cap > Value

Pabrai Funds

EICVX

Oct 10, 2008

Mohnish Pabrai, the Managing Partner of the Pabrai Investment Funds, has outperformed market indices over the last nine years by consistently believing in concentrated value investing. Pabrai likes to hold fewer stocks positioned in industries that he understands well, paying attention to two key variables: the intrinsic value of a business and

Quality, Expertise and Value

Large-Cap > Value

Ariel Focus Fund

EICIX

Oct 10, 2008

Organized around the motto, “Slow and steady wins the race,” Ariel Investments has been harnessing the principles of patience and concentration for 25 years. Charles Bobrinskoy and Timothy Fidler, who are at the helm of the Ariel Focus Fund, find their stock picks among established industry leaders with sustainable competitive advantages,

Follow the Spreads

Large-Cap > Value

Weitz Short-Intermediate Income Fund

EICCX

Oct 10, 2008

The Weitz Short-Intermediate Income Fund’s portfolio currently is predominately invested in seasoned agency mortgage backed securities, typically, 2004 and prior. The portfolio manager Thomas Carney is trying to generate reasonable returns over a long period of time.

Secular Change

Multi-Cap > Growth

Jordan Opportunity Fund

DHAMX

Oct 10, 2008

Growth investors look for improving earnings in many industries, but Jordan Opportunity Fund looks for secular growth in few industries. Investors sell stocks when expectations of growth are revised lower even when longer term growth cycle is still in place. Exploiting this change in sentiment is what fund manager Jerry

Growth at a Discount

Multi-Cap > Value

American Beacon Large Cap Value Fund

ABVAX

Sep 9, 2008

The top priority behind the management of the American Beacon Large Cap Value Fund is to build solid relationships with sub-advisors that share a core value philosophy, says fund manager Adriana Posada. The sub-advisors select stocks with above-market earnings growth potential which are also selling at a discount to the market.

Opportunistic, Not Contrarian

NA > NA

Oak Value Fund

Sep 9, 2008

While many investors feel lost in the face of the credit crisis and the difficult stock market, for Larry D. Coats, the co-manager of the Oak Value Fund, the current environment provides abundant opportunities for finding businesses with sustainable advantages and attractive valuations. Thorough understanding of the business and industry

Defensive Risk

NA > NA

Akros Absolute Return Fund

Sep 9, 2008

The Akros Absolute Return Fund aims at long-term capital appreciation and income, while seeking to protect principal during unfavorable market conditions. Fund manager Brady T. Lipp uses quantitative factor modeling systems to identify companies of any size selling at a discount to their underlying assets and also companies that can grow

Small Caps with Macro Views

NA > NA

Huntington Situs Fund

Aug 8, 2008

Huntington Situs Fund pursues long-term capital appreciation by investing in a strategic combination of U.S. and foreign companies whose situs, or geographical locations, give them a competitive advantage and the potential to outperform. Fund manager B. Randolph Bateman seeks to identify companies with situs advantages such as favorable political, social or economic conditions