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


Private vs. Public Value

NA > NA

Boyar Value Fund

DRDIX

Mar 3, 2007

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,

Quantitative Growth Search

Real Estate > NA

Bjurman, Barry Mid Cap Growth Fund

DRLIX

Mar 3, 2007

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 Values

NA > NA

Epoch International Small Cap Fund

Mar 3, 2007

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

Active in Large Caps

Real Estate > NA

Markman Core Growth Fund

DRLYX

Mar 3, 2007

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

Seeking Value through a Disciplined System

Real Estate > NA

ICON Telecommunication & Utilities Fund

DRLAX

Mar 3, 2007

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

Truly and Comprehensively Diversified

Small-Cap > Value

Putnam Asset Allocation Growth Fund

DRISX

Mar 3, 2007

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.

Before the Street Does

Large-Cap > Core

Van Kampen American Value Fund

DRIPX

Mar 3, 2007

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

Getting the Big Picture Right

Large-Cap > Value

ThomasLloyd OPTI-flex® Fund

DRGYX

Mar 3, 2007

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

Russia in the Post-Emerging Era

Large-Cap > Value

Third Millennium Russia Fund

DRGVX

Mar 3, 2007

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

Developing Strength in Developing Markets

Science-Technology > NA

AIM Developing Markets Fund

DRGTX

Feb 2, 2007

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.