Latest Q&A Based Profiles ( 14 Interview, 1011 Classes )

Potential Solid Outperformers


Date - Apr 4, 2014

Companies with market capitalization of less than $2 billion can be underfollowed by analysts and investors. Many of these companies are operating in successful niches but earnings at these companies can be volatile. Roger W. Vogel and his team at Silvercrest Asset Management look for companies that are out of

Underfollowed Micro Caps


FGIUX Date - Jul 7, 2013

Micro cap companies are generally smaller companies that most people have not heard about and are not followed on Wall Street. These small companies with market cap between $80 million and $500 million offer unique growth opportunities when selected based on a disciplined investment process.

Relative REIT Values


FGIOX Date - Jun 6, 2013

Commercial real estate has historically provided capital preservation and protection from inflation, as well as provided a significant source of yield for investors. This is especially attractive today, given the historically low government bond yields in the market and the resulting thirst for yield globally.

Relative Values in REITs

Multi-Cap > Growth

FFTYX Date - Apr 4, 2013

Businesses of all kinds need real estate but the growth in space demand is closely linked to GDP/economic growth. Commercial real estate investment, via REITs, provides an inflation hedge coupled with a steady stream of income and a total return that is equity-like. Jim Kammert and his team utilize a

Secular Growth With Catalysts

Small-Cap > Growth

FCIGX Date - Nov 11, 2011

A very appealing feature of large cap stocks is that they provide access to stable customers and hefty financial resources. However, only a select group of companies are better at leveraging these strengths into a combination of sustainable growth and significant value. The ASTON/Montag & Caldwell Growth Fund specializes in

Absolute Focus, Absolute Return

Health-Biotechnology > NA

FBIOX Date - Feb 2, 2011

While many small cap companies inherently display signs of growth, only some of them are worth investing in. Portfolio manager Eric Cinnamond looks for small cap companies that have the financial strength and the market position to sustain the rate of growth. He also believes that generating positive absolute returns

Leveraging Temporary Misperceptions

Large-Cap > Growth

EXTGX Date - May 5, 2010

Occasionally, companies with strong long-term outlook may face short-term temporary problems. To benefit from these situations, Aston/TAMRO Diversified Equity Fund is on the lookout for such companies trading at a discount. Co-Portfolio manager Tim Holland points out how the team’s disciplined five-step investment process helps navigate the fund through

Focused on Long-Term Returns

Real Estate > NA

DGBCX Date - Mar 3, 2006

Flexible, concentrated and disciplined are the unique features of the Yacktman Focused Fund, according to manager Donald Yacktman. As implied by the name, the fund focuses only on its best ideas because overdiversification can be an excuse for ignorance. The crucial part of this strategy is to invest in solid

Wrong Calls Make Right Buys

Small-Cap > Core

DCZRX Date - 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

Buying When It's 'Silly Cheap'


Date - Jun 6, 2003

Keeping up with Thyra Zerhusen, who heads ABN AMRO's Mid Cap Fund, would tire even the most energetic fund analyst. That energy, plus 25 years of experience in analyzing company fundamentals in the mid-cap area, has kept the fund consistently within the top 15% of mid-cap blend products. The five-year

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