Latest Q&A Based Profiles ( 9 Interview )


Financial Stability with Higher Probability of Success

NA > NA

Columbia Small Cap Value Fund I

AMINX

Apr 4, 2017

Smaller companies do not always enjoy access to capital markets, suffering at times from lack of interest from investors, and all too often their disapproval. Even small caps with strong cash flows, solid balance sheets, and serious growth potential may be out of favor if investors are not satisfied with

Risk Analysis Across Sectors and Cycles

Small-Cap > Core

Columbia Strategic Income Fund

ALFOX

Nov 11, 2016

Investing in bonds may provide stable income and safety of principal as long as the correlation between risks and cycles is properly assessed. Gene Tannuzzo and the multi-sector team at the Columbia Strategic Income Fund maintain a bond portfolio based on fundamental research with an embedded risk analysis in their

Pure Small Cap Growth

Mid-Cap > Core

Columbia Small Cap Growth Fund

DHMIX

Jun 6, 2006

Small-cap growth investing poses specific challenges to investors, such as higher volatility, lower liquidity, and less readily available information. Ken Korngiebel, the manager of Columbia Small Cap Growth Fund I, believes that the crucial factors for success include a longer-term horizon, a research team with diversified perspectives, valuation of both upside

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

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...

Deep Value Surprises

Small-Cap > Core

AXP Diversified Equity Income Fund

DCCIX

Jan 1, 2004

Despite the market’s run-up in 2003, Warren Spitz believes there are still opportunities to find value, and even “deep value” opportunities. Since he took over American Express’ Diversified Equity Income portfolio three years ago, the fund has remained in Lipper’s top quintile in the Equity Income category for the year-to-date,

Emerging Quietly

Mid-Cap > Core

Seligman Emerging Markets Fund

CSMZX

Feb 2, 2003

Although down roughly 3.5% as of Nov. 30, the Seligman Emerging Markets Fund's manager, Daniel J. Barker, thinks that foreign markets are quietly emerging from a global slump and could outperform the markets in developed countries if that growth perks up.