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


Wrong Calls Make Right Buys

Small-Cap > Core

ABN AMRO/Veredus Select Growth Fund

DCZRX

Aug 8, 2005

Growth only matters when it counts in the stock market. For Charles McCurdy and his team, the meaning of growth is the ability of a company to show consistency in beating the earnings estimates on the Street. Thus, the ABN AMRO/Veredus Select Growth Fund is looking for growth stocks beyond

In Search of Growth and Value

Real Estate > NA

Putnam Investors Fund

DCREX

Jul 7, 2005

The stock market is generally efficient over time, but does make mistakes in evaluating businesses, especially when overwhelmed by negative macroeconomic trends or controversial situations. That’s the perfect opportunity for the Putnam Investors Fund. Unconstrained by a narrow growth or value universe, its managers focus on valuing businesses better than the

Defining Leaders and Growth

Small-Cap > Growth

Oppenheimer MidCap Fund

DCGTX

Jun 6, 2005

John O’Hare, the manager of the Oppenheimer MidCap Fund, focuses on high quality companies with experienced management, strong financials and low debt. These are companies with the sustainable long-term advantages that make them leaders in their respective industries.

Ahead of the Curve

Large-Cap > Value

Quaker Capital Opportunities Fund

DCGVX

Jun 6, 2005

Know your holdings and you will sleep better. The Quaker Capital Opportunities Fund holds concentrated positions in several diversified sectors. The research approach combines the macro economic analysis with the company research. Over the last five years the fund has stayed ahead of the market by investing in real-estate and

Beyond Oil Prices

Large-Cap > Value

AIM Energy Fund

DCLVX

Jun 6, 2005

Since 1984, AIM Energy Fund has focused on companies that can benefit from rising oil and gas demand and limited, dwindling supplies. The fund, through its conservative and disciplined approach, looks to invest in energy companies that can increase production while controlling costs. John Segner, who has run the portfolio

Past Answers for Future Results

NA > NA

Excelsior Small Cap Fund

May 5, 2005

Successful investing is often associated with the skill of making good predictions on the market. In pursuit of reading the future many investors apply strategies based on their knowledge and intuition. Douglas Pyle, who is at the helm of the Excelsior Small Cap Fund, has automated...

A Sense of Value

Large-Cap > Growth

Excelsior Value & Restructuring Fund

DCFGX

May 5, 2005

A large number of portfolio managers are yielding the effort to identify the materialization of their investment philosophy to automated screening methods and formulas. David Williams, the manager of the Excelsior Value and Restructuring Fund, is bucking the preset style by making the best use of his instinctive sense of

Global Value

Small-Cap > Growth

Loomis Sayles Global Bond Fund

DCDGX

May 5, 2005

Loomis Sayles' portfolio managers have the support of a significant in-house global research capability. For Kenneth Buntrock and David Rolley, a value discipline and a research-driven investment strategy keeps their Global Bond Fund ahead of the competition.

In Search of Deep Value

Small-Cap > Core

AXP Diversified Equity Income Fund

DCCIX

Apr 4, 2005

Two universal facts about human nature often stand in the way when it comes to making the right investment decision: Nobody finds it easy to bet against the consensus and nobody wants to do it alone. However, the managers of AXP Diversified Equity Income Fund believe...

Research and Risk Control

Small-Cap > Core

AXP High Yield Bond Fund

DCCRX

Apr 4, 2005

Risk is a factor when considering different types of investments; in high yield, risk is at the core of the category. To meet their goals, high yield investors need investment research resources and reliable risk control tools. The portfolio team of the AXP High Yield Bond Fund applies...