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Fund Families



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


Fund Profile

Confidence in Fundamentals

NA > NA

Paradigm Value Fund

Dec 12, 2006

The Paradigm Value Fund takes advantage of inefficiencies in the small-cap market to develop a deeper understanding of target companies and, as a result, gain advantage in the marketplace. Seeking capital appreciation, portfolio manager John Walthausen is looking for stocks with strong fundamentals and long-term potential.
Warren Koontz

Fund Profile

Searching for Undiscovered Value

NA > NA

Loomis Sayles Value Fund

Dec 12, 2006

The fact that expectations are usually priced in a stock is a simple truth that most investors tend to neglect. That helps Warren Koontz, the manager of the Loomis Sayles Value Fund, to find undiscovered value in areas not typical for value managers. With a portfolio that’s constructed on the
Marc Heilweil

Fund Profile

Value Puzzle

Real Estate > NA

Marathon Value Portfolio Fund

DPRDX

Dec 12, 2006

Investing isn’t a mechanical or scientific process driven by strict rules, according to Marc Heilweil, the manager of Marathon Value Portfolio. It is the experience, the judgments based on that experience, the research and the intuition that drive his process. Constructed with the idea to be an all-weather fund that
Thomas Ross

Fund Profile

Quality, Growth, and Valuation

Large-Cap > Growth

Allianz RCM Global Small-Cap Fund

DPLGX

Dec 12, 2006

With a global mandate for seeking small-cap growth opportunities and with global resources to draw upon, the Allianz RCM Global Small-Cap Fund feels free to invest anywhere in the world. Ideally, the fund would invest in growth companies in a growing industry. But since we don’t live in a perfect
Jim Johnson

Fund Profile

Disciplined To Seek Alpha

NA > NA

Quant Long/Short Fund

Dec 12, 2006

Oddly enough, investors repeat mistakes again and again. Through financial models, a quantitative approach makes behavior patterns of investors evident to these models whether it is in a sector or in a stock. James Johnson exploits arbitrage opportunities through disciplined, quantitative fund management.
Thomas Cameron

Fund Profile

The Power of Rising Dividends

Small-Cap > Core

Rising Dividend Growth Fund

DOPIX

Dec 12, 2006

Everyone is so focused on earnings that we seem to forget that only strong companies with positive future outlook and growing earnings can afford to raise dividends consistently for a 10-year period. That simple but golden idea, combined with a focus on food, energy, healthcare, and finance, enables the Rising Dividend
Alan E. Norton

Fund Profile

Risk Aware Small-Cap Growth Managers

Small-Cap > Value

John Hancock Small Cap Equity Fund

DNSVX

Dec 12, 2006

Most people would expect small-cap growth funds to be always looking for the next big thing and to invest in hundreds of stocks to find the next Google. This one is different. Managed with an institutional approach, the fund focuses on the high-quality businesses and invests for the long term.
John Kvantas

Fund Profile

Small Wonders

Small-Cap > Growth

BB&T Small Cap Fund

DNSMX

Dec 12, 2006

Investing for the BB&T Small Cap Fund is similar to going to the mall – people look for high quality products and prefer to pay less. With his focus on valuation, portfolio manager John Kvantas is willing to wait for companies with a quality business to go on sale. It
Jeff Tyburski

Fund Profile

Condition-Based Investing

Real Estate > NA

Manning & Napier Small Cap Fund

DNREX

Dec 12, 2006

Manning & Napier Advisors has full confidence in its strategies as the firm has applied them for over 30 years across all investment products. Its small-cap fund relies on three separate frameworks to select stocks that can provide growth, deep value, or cyclical value. According to one of its managers,
Erik Becker

Fund Profile

Beating the Expectations

Mid-Cap > Core

Waddell & Reed Advisors Core Investment Fund

DNLCX

Dec 12, 2006

The well-researched large-cap blend area of the market is difficult to take advantage of, but Waddell & Reed Advisors Core Investment Fund does exactly that. The core belief of the fund is that earnings and cash flow generation drives stock prices. Using both a top-down and bottom-up approach the portfolio
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