Seeking capital appreciation and income, the Value Line Capital Appreciation Fund is an asset allocation fund that at year end 2017 was 85% invested in equities and 15% in bonds and cash. For equities, the fund mainly looks to own leading growth businesses with secular growth drivers, unique market positioning

In today’s style-driven investment landscape, the Osterweis Strategic Investment Fund is a rarity. John Osterweis and his team have created a highly flexible balanced portfolio that is able to pursue attractive opportunities in all market conditions. They can move their equity allocation from 75% to 25%, and they can purchase

As a result of the 2008 financial crisis, investors are still cautious about banking stocks. However, for Dave Ellison and Ryan Kelley, co-managers of the Hennessy Large Cap Financial Fund, the financial world provides plenty of opportunities. Running a concentrated portfolio, they focus on choosing the companies with the right

Volatility does not necessarily mean risk, and one does not need to invest in every sector to be successful, according to Craig D. Hodges, portfolio manager and co-founder of Hodges Funds. Relying on its own extensive research to find opportunities ahead of Wall Street, the fund aims to invest in

Understanding the development process in each of a strategy’s target markets is crucial for identifying turning points before they actually happen. The fundamentals-based approach of the TCW Emerging Markets Income Fund’s team, relying in large part on primary research, enables it to assess these opportunities at an early stage and

The growing interest for diversification away from equities and fixed income has been the driving force behind the Cohen & Steers Global Infrastructure fund. Portfolio manager Ben Morton believes that the asset class can provide similar returns to equities, but with the potential for significantly lower volatility and downside. The

Emerging markets debt is not well understood and tends to be undervalued. Portfolio manager Jim Craige explains how the Stone Harbor Emerging Markets Debt Fund relies on a disciplined bottom-up research process, combined with a macro framework, to build a portfolio driven by the opportunity set, not by the benchmark.

While emerging markets represent the majority of the world’s population and continue to grow economically faster than developed markets, they still remain underweight relative to their global contribution in U.S. investor portfolios. Kevin Ross, co-manager of the Advisory Research Emerging Markets Opportunities Fund, believes that the challenges associated with the

Businesses that create lasting investment returns are most typically growth-oriented, durable, and less cyclical. According to Matthew Benkendorf, CIO of Vontobel Asset Management, Inc. and portfolio manager of the Virtus Vontobel Global Opportunities Fund, owning such businesses in a concentrated portfolio is the best way to preserve and compound capital

It always pays to be cognizant of the volatile nature of emerging markets, whose attractive investment opportunities can only benefit risk-savvy investors. At the helm of the TIAA-CREF Emerging Markets Debt Fund, Katherine Renfrew navigates the dynamic field of this investment category by seeking compensation for the added risk through