Wall Street and the private market may differ substantially in their valuations of a business, and that’s an opportunity for the Boyar Value Fund. The fund aims to buy businesses at a significant discount to their intrinsic value with the idea that, over time, the market will value them appropriately,
The combination of expected growth and attractive price is lucrative to any investor. Bjurman Barry Associates has developed a quantitative model to screen stocks that reflect this investment profile. Patrick Bradford, portfolio manager of the Bjurman Barry Mid Cap Growth fund, relies on fundamental judgement to construct a diversified portfolio
Small-cap investing requires a hands on approach and to do this internationally demands an investment process that is scalable. Epoch International Small Cap Fund seeks long-term capital appreciation by investing at least 80% of its assets in small-cap companies outside of the U.S. Incorporating a top-down thematic approach with fundamental
It is a general belief that you cannot have an advantage in the well researched large-cap
space. Yet, Bob Markman, the manager of the Markman Core Growth Fund, believes that his
style of large-caps investing provides ample opportunities for outperformance. Running a
focused portfolio of 35 stocks, Markman has shown an ability to
With the premise that the market can misprice stocks, Todd Burchett, the manager of the ICON Telecommunication & Utilities Fund, relies on a quantitative system to value stocks. The non-emotional system calculates value-to-price ratios and points to the industries that the system identifies as being on sale and can potentially
For Jeffrey Knight, portfolio leader of the Putnam Global Asset Allocation Growth Fund,
active management means top-down allocation across asset classes, countries, sizes, and
sectors, as well as a bottom-up approach within each category. With more than 2,000 holdings, the fund’s goal is to achieve the right balance of the diversified holdings.
The negative consensus among investors and analysts on troubled companies only
provokes the interest of Sergio Marcheli, one of the portfolio managers of the Van Kampen American Value Fund. But the final ‘buy’ decisions are taken based on in-depth fundamental analysis, assessment of the management and its chances to turn the
The ThomasLloyd OPTI-flex Fund is a fund of funds that utilizes an opportunistic approach
by investing in mutual funds in various asset classes, investment styles, market capitalizations, and in funds that leverage or short the markets. As a result, Portfolio Manager Jeff Unterreiner believes that the fund is adequately diversified to
The emerging markets are dynamic places that require the double effort of getting to know
them and staying on top of the fast changing societies. John Connor, the manager of the Third Millennium Russia Fund, believes that the Russian market no longer offers cheap stocks associated with high risk. Rather, he
AIM Developing Markets Fund managers Steve Cao and Borge Endresen believe emerging
markets fundamentals have dramatically improved. That’s why they are comfortable with a growth-style investment process that emphasizes bottom-up stock selection. Volatility is not a thing of the past, but long-term investors may be amply rewarded for enduring that volatility.