Growth companies and growth stocks are two different things. Companies that have the capacity to sustain organic growth are not always appreciated on Wall Street. Especially, companies with beachhead in the niche markets that can offer new products and services and develop additional revenues and earnings from the growing list
Trends can be especially indicative as long as one can decipher them with the help of a thorough analysis of market history and investor actions in the past. At Compass EMP, Stephen M. Hammers has developed a rules based investing style designed to benefit from low correlation to traditional
Large companies typically have several earnings drivers and not all of them seem to be evident as many are still dormant. Erick Maronak and his team at the Victory Large Cap Growth Fund seek to understand which drivers are likely to propel a company’s earnings higher over the longer short
RS Growth strategies are based on a straightforward premise – sustainable earnings growth drives long-term stock prices and those companies that can deliver typically exhibit five characteristics: a competitive advantage, superior margins, gaining market share, strong organic revenue growth and a capable management team.
In the world of fixed income investing, extensive proprietary research and a fair evaluation
of the macroeconomic environment are key components of a winning formula. Howard Chin
and Robert Crimmins, portfolio managers of the RS Low Duration Bond Fund, explain how
the RS fixed income team takes advantage of its analytical expertise.
While many investors feel lost in the face of the credit crisis and the difficult stock market, for Larry D. Coats, the co-manager of the Oak Value Fund, the current environment provides abundant opportunities for finding businesses with sustainable advantages and attractive valuations. Thorough understanding of the business and industry
Finding dividend-paying companies with the added ability to create equity value is an uphill task. RS Equity Dividend Fund manager Ray Anello and his team of eight sector-specific fundamental analysts and two quantitative analysts employ a well-disciplined investment strategy to identify those individual companies that not only can maintain their
Every investor tries to buy great businesses at attractive prices, but very few of them have a clearly defined way to do this. Larry Coats, and David Carr co-managers of Oak Value Fund, believe in valuing equities as businesses and in building a thorough understanding of the key drivers of
Although small-cap stocks are inherently volatile and the sector itself rather inefficient, sector investment returns have historically fared well over time against the major market averages.
Mid-Cap stocks are not well followed by investors. Investors understand the solid financials and safety of the large-cap stocks and are attracted to the growth prospect of small-cap stocks, but rarely are investors aware of the earnings stability and the growth consistency of mid-cap stocks.
Not all mid-cap funds
