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


You Can't Uncouple from Valuation

Real Estate > NA

Kinetics Paradigm Fund

CSZIX

Aug 8, 2003

Peter Doyle mentioned Warren Buffett, the famed Oracle of Omaha, in the conversation. Like Buffett, TICKER learned that the 40-year-old money manager was schooled in the deep value investment approach of Ben Graham. He's read Graham & Dodd's classic TheIntelligent Investor 25 times. Lipper ranks his deep value Paradigm Fund,

The Art and Science of Real Estate

Science-Technology > NA

Forward Uniplan Real Estate Investment Fund

CTCAX

Aug 8, 2003

With the help of part-time students from local universities, Richard Imperiale has built a proprietary database that tracks the real estate securities market throughout the U.S. That attention to detail has rewarded shareholders in the Forward Uniplan Real Estate Investment Fund with a three-year average return of more than 10%.

An All-Cap Foreign Manager

Small-Cap > Growth

Neuberger Berman International Equity Fund

CUSYX

Aug 8, 2003

If looking for the next Microsoft in the U.S. market seems difficult, what about finding it overseas, not to mention its 'small-cap equivalent'? That's what Ben Segal of Neuberger Berman International Equity Fund does and thinks rewards are far from scarce in Spain, Italy, and Canada.

With a Weak Dollar in a Big World

Large-Cap > Value

Vontobel International Equity Fund

CVFCX

Jul 7, 2003

Rajiv Jain believes that international investing is still about buying companies and not countries. He told Ticker his story how making money or losing money is not determined by one's 'view of the world as such.'

Globetrotting for Growth

Large-Cap > Value

JP Morgan Fleming International Equity Fund

CVLEX

Jul 7, 2003

“Over the next 10 years money will be treated better outside the U.S.” is the message Ticker got from Peter Harrison of JP Morgan Fleming International Equity Fund. His reasons are simple – it’s easier to find something in places where too few people still dare to look.

Value, Momentum, Plus a Little Seasoning

Small-Cap > Growth

IMS Capital Value Fund

CUSAX

Jul 7, 2003

Style shifts don't concern Carl Marker, who started his own investment firm 15 years ago at age 25. Learning from mistakes and the willingness to grow and evolve has kept his IMS Capital Value Fund ranked in the top quartile of mid-cap blend funds for the past seven years. He

Tech Isn't Done, Just Mature

Small-Cap > Value

Dreyfus Premier Technology Growth Fund

CUSCX

Jul 7, 2003

After being decimated in a bear market, the Dreyfus Premier Technology Growth Fund has worked its way back to the tenth spot for five-year performance in the specialty tech category with an average return of 5.76%. Lead manager Mark Herskovitz believes tech has matured; yet opportunities remain, particularly in healthcare.

Value and Global Reach Make Sense for Fixed Income

NA > NA

Pioneer Strategic Income Fund

Jul 7, 2003

We are a value shop. We do a lot of bottom up credit work and even most of our portfolio structuring is very strategic in nature. We don't change our portfolio thinking every month. We think economic cycles are fairly long lived.

Two Rights Make It for Mr. Wright

NA > NA

Pioneer Value Fund

Jul 7, 2003

Since assuming the lead manager's role for Pioneer's Value Fund in November 2001, Rod Wright has restructured the $3.3 billion product from multi-cap value to large-cap value at a time when the U.S. economy is showing subtle signs of recovery. Timing to this veteran means first spending it searching for

Investing in Biotech's Best

Science-Technology > NA

Quaker Biotech Pharma-Healthcare Fund

CTYRX

Jul 7, 2003

Although the Quaker Biotech Pharma-Healthcare Fund opened in November, lead manager and sub-adviser Michael Sjöström has more than 10 years experience studying this diverse sector. The approach is both concentrated and flexible, and allows for selling short. Total return for the past six months is more than double the S&P