Small and micro cap funds require fund managers to be risk takers and cautious at the same time. Historically, this universe of stocks is not well covered or researched by Wall Street brokers, and investors do not have enough timely information regarding these companies. The Oppenheimer Emerging Growth fund is
There are more than 300 large-cap funds to choose from. Investors have a lot of choices and large-cap fund managers must be unique in their investment approach and deliver investment performance. The Pioneer Oak Ridge Large Cap Growth Fund looks at the largest 1,000 companies and searches for the top
Over the last 30 years, investors have seen one Asian economy after another take off. First Japan, then South Korea and most recently, China. American and European companies are increasingly finding growth opportunities in the Asia-Pacific region of the world—and are opening a whole new way for investors to gain
Mid-Cap stocks are not well followed by investors. Investors understand the solid financials and safety of the large-cap stocks and are attracted to the growth prospect of small-cap stocks, but rarely are investors aware of the earnings stability and the growth consistency of mid-cap stocks.
Not all mid-cap funds
One of the oldest mutual funds, Lord Abbett Affiliated Fund has provided consistent returns to investors seeking investment safety. Affiliated Fund has approximately $17 billion of assets under management, and Lord Abbett manages approximately $35 billion in large-cap value securities. In the last several years the fund’s investment strategy is
Jack Robinson spent the last 20 years proving that it pays to care both about portfolio performance and the environment. With a total return of 98%, his Winslow Green Growth Fund ranked among the top 5 growth funds for the 12 months ending November 2003. Jack told Ticker how the
Investors rarely hear from fund managers who invest in stocks and do well consistently over extended period of time. Mr. Thomas Barry is one such fund manager.
In a market longing for risk control, stability, and predictability, it is no surprise to find good asset management ideas born in trusts and other wealth management departments. When Michael Mara left his trust job, he had one of those ideas and a plan to implement it in a mutual
With an in-house dedicated research team of 11 analysts and a proprietary computer modeling system, Richard Pzena and John Goetz have been managing this traditional value portfolio for nearly a decade now.
John Hancock Classic Value remained a consistent top-quintile performer over the past 5-year, 3-year, and 1-year periods. Pzena spoke
