One of the most dynamic markets in the world, Russia may be difficult to understand for outsiders, but is extremely rewarding for those who know it well. Ticker revisits John Connor, the manager of the Third Millennium Russia Fund, to find out that he still finds Russia an exciting market
Not too many growth investors feel comfortable with investing in emerging markets. Employing a judicious strategy in order to understand sector and earnings dynamics, Ivy International Growth Fund manager Thomas Mengel and his team face this challenge. The fund focuses on selecting
companies domiciled in developed markets which have been successful
Investors are always surprised to learn how much of the return, even in the low-yielding U.S. market, comes from dividends. Taken on a global level, the dividend story becomes even more appealing, especially if you have the skill and the experience to benefit from it. The Henderson Global Equity Income
Pro-market economic reforms, rising political stability and large-scale foreign investments in Eastern Europe resulted in booming economies, growing purchasing power and rising profits of companies related to the local consumer. Thomas Neuhold, co-manager of the Eastern European Equity Fund, believes that Eastern Europe will continue to grow faster than Western
Identifying and buying companies that are achieving growth at the right price is quite a formidable task. Johnson Growth Fund manager Jeff Cornell and his research team succeed in it by having a long-term focus on just 30-40 holdings at a time and trying to buy companies that they think
Investors generally look for underperforming stocks that will improve in performance over time and reward them with attractive returns. The strategy adopted by Cookson Peirce Core Equity Fund manager Bruce W. Miller is just the reverse. He follows a proprietary investment process that relies on a judicious and consistent sell
Many important academic studies have shown that a globally diversified portfolio is safer, less risky and more diversified than just investing in the U.S. In the long-run, it is more important to get the long-term global market and industry trends right rather than individual company fundamentals.
Shepherd Large Cap Growth Fund
Stephens Mid-Cap Growth Fund, Stephens Small-Cap Growth Fund
ECFVX
Jan 1, 2008
Identifying high return companies in the relatively volatile small-cap and mid-cap space requires considerable experience and expertise. Ryan Crane, portfolio manager of the Stephens Mid Cap Growth Fund and the Stephens Small Cap Growth Fund, and his research team employ a judicious combination of fundamental and quantitative analyses in their
Global investing with all its inherent sector, country-specific and currency risks requires broader perspective and a disciplined approach. Sentinel International Equity Fund manager Kate Schapiro and her team follow a unique strategy that tracks country, global, sector and even style trends, to pick stocks that will provide above average returns
Identifying superior businesses with sustained high returns on capital in a universe of small to mid-cap stocks is easier said than done. FPA Perennial Fund manager Eric S. Ende endeavors to do exactly that by adopting a judicious strategy of a company-oriented approach, scrutinizing past track records, and analyzing the
