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Fund Families



Latest Q&A Based Profiles ( 4 Interview )


Randall D. Greer

Fund Profile

At the Core of Every Portfolio

Large-Cap > Growth

First Focus Core Equity Fund

ELFNX

Aug 8, 2009

The First Focus Core Equity fund seeks to buy high-quality companies that are trading at a discount to their estimated economic value in the domestic large-cap equity universe. Portfolio manager Randall Greer explains how the management team applies its value investment style to create a concentrated portfolio that delivers better
Kurt Spieler

Fund Profile

Undiscovered Earnings Growth

Small-Cap > Value

First Focus Growth Opportunities Fund

DMVYX

Nov 11, 2006

Although First Focus Growth Opportunities is a growth fund, it doesn’t limit itself only to the growth industries. Instead, portfolio manager Kurt Spieler spreads the exposure across various industries looking for the companies with above-average growth in each group. The bottom-up research process is complemented by a risk control overlay
Mark A. Wynegar

Fund Profile

Quality with Visibility

Mid-Cap > Core

Tributary Small Company Fund

AAWVX

Jun 6, 2018

Small-cap stocks are an asset class with great potential for an active manager, because they tend to offer more opportunities for investing in mispriced companies. Mark Wynegar and Michael Johnson, co-managers of the Tributary Small Company Fund, rely on an in-depth research process to identify quality companies trading at a

Kurt Spieler

Fund Profile

Rooted in Valuation and Tactically Balanced

NA > NA

Tributary Balanced Fund

Apr 4, 2018

Diversification is a key feature of the Tributary Balanced Fund. Portfolio manager Kurt Spieler believes that performance is driven by tactical allocation between equity and fixed income, as well as by security selection, without applying sector or market cap biases.

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