Successful performance often comes at the cost of compromise. For George Schwartz and his team, however, success goes hand in hand with peace of mind and virtue. The Ave Maria Catholic Values Fund looks to invest in stocks in which investment value and
Catholic values converge.
Balancing consistent income and capital appreciation is not easy, but John Kornitzer, the manager of Buffalo Balanced Fund, believes that investors pay for a special edge, not for following an index or buying Treasuries. The fund covers a wide spectrum of securities, including equities and high-yield bonds, to create a
Small-cap managers operate in a vast and under-researched world, and that is why their approach to analysis and idea generation is crucial. Karl Brewer, manager of the William Blair Small Cap Growth Fund, knows well the importance of discovering gems before Wall Street does. To sort out the worthy from
Consistency and efficiency are key words in the strategy of the STI Classic Small Cap Growth Stock Fund. Its management doesn't like taking huge bets on individual sectors and stocks and the respective volatility. Instead, the Fund spreads the risk across a wide universe of sectors and more than 200
One of the oldest mutual funds in the country, Sentinel Common Stock Fund, builds its track record since 1934 and its management is comfortable with the viability of the fund's strategy over full market cycles. The strategy looks simple - buying better than average companies and paying slightly below market
Manu Daftary, the manager of Quaker Strategic Growth Fund, has quite a different approach to investing than most growth managers. Instead of chasing the next huge growth winner, he focuses on avoiding the losers. He believes that managers should have as broad a mandate as possible to be able to
Unlike other funds, the Global Emerging Markets Fund has a flat structure, where managers are deeply involved in investing activities and less in administrative issues. The fund capitalizes on the pricing inefficiencies and lack of coverage of the emerging markets by thorough fundamental research and regular company visits. An emphasis
Growth investors have learned their lessons in the past years, according to Alex Motola, manager of Thornburg Core Growth Fund. He doesn’t try to time the market or predict
which type of stocks will be hot in the future. Instead, he runs a portfolio that is diversified across the growth spectrum
Starting as a research firm 40 years ago, Wright Investors’ Service considers research and analysis to be the cornerstones of its investment process. The fund has its own definition of what a blue chip company is. To qualify for that label and to make it to
Wright Approved Investment List, a
Abond fund that doesn't particularly emphasize yield may surprise you, but this approach fits well into the philosophy of the Oppenheimer Core Bond Fund. High yields are associated with high risk, and that is something the Fund’s managers try to avoid.
Different from its peers, the fund focuses on what investors