Styles go in and out of favor, but the returns of the Alpine Realty Income & Growth portfolio have remained pretty tangible like the assets of the companies Bob Gadsden invests in. Since its inception in 1999, the fund is ranked 2nd out of 106 in its peer group and
Vestin Capital has a long track record of making profitable short-term loans to commercial real-estate developers. With Vestin Funds One, Two, and the recently-launched Three, it offers shareholders the opportunity to share its success in real-estate lending.
William Davison, Director of The Hartford’s Funds Management Group has over 21 years of investment experience. He is a co-manager of the firm’s Inflation Plus and Income mutual funds. Prior to joining The Hartford, Davison served as a vice president of corporate finance with Shawmut National Corporation, and also as
When Scott Brayman asserts that his fund’s worst days are still better than most people’s best days, it doesn’t sound too hollow next to the fund’s top-quintile performance in the past 5-year and 10-year periods. Looking for small to mid-sized companies with some “secret sauce” is no revolutionary concept, but
The bear market is over for Joseph Keating, the Chief Investment Officer of AmSouth Funds. Telling what comes next, however, might be trickier than it seems. For AmSouth’s fund family, forecasting is fine, but the real name of the game is diversity and lasting relationships.
For a change, there is a manager who invests in the past, and not the future. Steve Goddard gets nervous when valuations become very forward-looking and loves Warren Buffett's business strong enough to put 1/4 of his fund's money into Berkshire Hathaway.
The atmosphere at Dallas, Texas-based NFJ Investment Group is relaxed, says Jeff Partenheimer, lead manager of the PIMCO NFJ Equity Income Fund. Take your time searching for the best companies paying the highest dividends, get them at the right price and just relax and wait. That process has beaten the
John Montgomery's fund doubled its investors' money during the worst bear market in history. One has to look really hard to find equity managers like that, and even harder to spot the ultra-small stocks Montgomery's investment microscope is focusing on.
Started out of an 'intellectual curiosity,' the Satuit Micro Cap Fund never left Lipper's top-quintile in its three years of history. Robert Sullivan talks about the benefits in the trend of really small companies outperforming in the first year of a recovery phase.
The right mix of stocks and bonds at the right time has kept the Harris Insight Balanced Fund, managed by investment veteran C. Thomas Johnson, outperforming the S&P 500 for the past five years ending March 31, 2003. Johnson told Ticker why he thinks the equity side, particularly growth issues,
