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Fund Families



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


Greg Hopper

Fund Profile

Think and Invest Globally

Large-Cap > Value

Julius Baer Global High Income Fund

DNLVX

Dec 12, 2006

The high yield world does not sound that risky when you talk to Greg Hopper, the manager of the Julius Baer Global High Income Fund. Spreading out of the traditional definition of the high yield category, the fund achieves diversification through investing in allied asset classes as long as they
Ralph Parks

Fund Profile

Digital Investing

Mid-Cap > Core

Ralph Parks Cyclical Equity Fund

DNLYX

Dec 12, 2006

Stock movements are driven by many fundamental factors but by only one technical reason – because investors are buying or selling them. Ralph Parks, the manager of the Ralph Parks Cyclical Equity Fund (RPCEX), has developed a digital model for discerning the trading patterns and benefiting from the cyclicality of
Donald Quigley

Fund Profile

Seeking Returns Globally

Mid-Cap > Core

Julius Baer Total Return Bond Fund

DNLRX

Dec 12, 2006

Yields on bonds may vary from country to country reflecting local economic growth and macro economic fundamentals of the country or the region. Investing globally in bonds requires an understanding of global economic currents, fund flows and currency dynamics. Don Quigley, co-portfolio manager of the Julius Baer Total Return Bond
Hubert Goye

Fund Profile

Systematic and Emotionless Analysis

Natural Resources-Materials > NA

Bishop Street Strategic Growth Fund

DNLAX

Nov 11, 2006

The Bishop Street Strategic Growth Fund acknowledges the fact that one can easily get lost in the flood of market information. That’s why the fund based its philosophy on building a reliable system for analyzing data, a mix of quantitative and fundamental approach, which aims to remove all emotions from
Jay S. Kaplan

Fund Profile

Anchored in Balance Sheet

Large-Cap > Growth

Royce Value Fund

DNFGX

Nov 11, 2006

Following a time-tested three-pronged investment philosophy Jay Kaplan, portfolio manager at The Royce Value Fund, seeks to generate higher returns by identifying companies with strong balance sheets, high return businesses and discount valuations. Using a contrarian approach, the manager believes that rock solid balance sheets offer brick wall protection against
Carl P. Kaufman

Fund Profile

Two Streams of Returns

Small-Cap > Core

Osterweis Strategic Income Fund

ALFAX

Nov 11, 2006

When developing its strategy, the Osterweis Strategic Income Fund, started with the premise of managing money with no restraints. It identified two consecutive cycles, and to capitalize on both of them, the fund emphasized the ability to switch between investment grade and high yield bonds – two asset classes that

Joseph Brennan

Fund Profile

Wide International Value Horizons

NA > NA

Vanguard International Value Fund

Nov 11, 2006

With approximately 220 stocks from around the globe, Vanguard International Value represents a broadly diversified international investment. The fund’s investable universe consists of 10,000 stocks from anywhere but the U.S., and as if this diversification wasn’t enough, Vanguard has chosen to work with three separate managers. But both of the

Fund Profile

Discoveries in Micro Caps

Small-Cap > Growth

Perkins Discovery Fund

DNDGX

Nov 11, 2006

Investing in small and micro-cap stocks requires a special focus. A fund manager not only has to watch for business fundamentals but also look for investor sentiment. These thinly traded stocks can deliver outsized gains when very few analysts and investors are following the companies. The fund managers at the
Kurt Spieler

Fund Profile

Undiscovered Earnings Growth

Small-Cap > Value

First Focus Growth Opportunities Fund

DMVYX

Nov 11, 2006

Although First Focus Growth Opportunities is a growth fund, it doesn’t limit itself only to the growth industries. Instead, portfolio manager Kurt Spieler spreads the exposure across various industries looking for the companies with above-average growth in each group. The bottom-up research process is complemented by a risk control overlay
Richard H. Earnest

Fund Profile

Classic Core Value

Small-Cap > Value

HighMark Value Momentum Retail A Fund

DMVIX

Nov 11, 2006

If you buy companies at appropriate valuations, you should do better than the market over time while taking less risk. This philosophy may sound simple to understand but is hard to execute. For Richard Earnest, co-manager of the HighMark Value Momentum Fund, it means conservative five-year forecasts on 700 companies,
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