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Mutual Funds Archive

A Patient Approach to Global Growth Trends
Oppenheimer Global Fund  (OPPAX)
10:50 AM EDT June 21 2018
With a truly global focus and a long-term horizon, the Oppenheimer Global Fund invests in companies regardless of their location. What matters is whether these companies benefit from large global trends, like mass affluence or new technologies, which shape the economy over decades. Valuation is a key aspect for portfolio manager John Delano, who can patiently wait for the price to match the opportunity set. >>

Following Momentum and Outperforming on the Downside
NWM Momentum Fund  (MOMOX)
3:11 PM EDT June 12 2018
One can outperform the market not by beating it on the upside, but in doing so on the downside. To avoid being caught in long downward moves, the NWM Momentum Fund switches between asset classes depending on the risk environment. Portfolio manager Timothy Ayles relies on a back-tested model that signals the risk appetite of the marketplace, the momentum in a name, and the best investments for the specific environment. >>

Quality with Visibility
Tributary Small Company Fund  (FOSCX, FOSBX)
11:22 AM EDT June 11 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 discount to fair value. A key element in their process is developing an understanding of each business and a high level of confidence in each investment. >>

Finding Sustainable and Superior Dividend Yielders
Manning & Napier Disciplined Value Series Fund  (MNDFX, MDFSX)
10:27 AM EDT June 06 2018
Valuations matter because they drive returns in the long term, according to Christopher Petrosino, portfolio manager of the Manning & Napier Disciplined Value Series Fund. With a systematic approach, the fund invests in companies with above-average dividend yield that are sustainable, with attractive free cash flow yield and low estimated risk of financial distress. These characteristics not only drive performance, but also mitigate downside risks. >>

A Fundamental Approach to Relative Value
First Investors Total Return Fund  (FITRX)
8:35 AM EDT June 04 2018
One of the core advantages of balanced portfolios is their ability to capture the upside and protect the downside, adjusting the allocation between equity and fixed-income holdings in a timely fashion. Rajeev Sharma and Sean Reidy, portfolio managers of the First Investors Total Return Fund, complement this flexibility with a steady focus on company balance sheets and relative value, with the objective to achieve long-term total return with a moderate level of investment risk. >>

Deep in the MBS Skill Set
Semper MBS Total Return Fund  (SEMMX, SEMOX)
9:01 AM EDT May 29 2018
Unlike other funds offering broad coverage, the Semper MBS Total Return Fund leverages its expertise in mortgage-backed securities. Greg Parsons, CEO and Chairman of the Investment Committee, believes that the MBS space is one of the best sources of risk-adjusted returns today when actively managed by a specialist. With a focus on capital preservation, the fund relies on a complex quant model and a set of principles refined over time. >>

Macro Guidance, Micro Focus
North Star Opportunity Fund  (NSOIX)
10:01 AM EDT May 14 2018
Designed for investors seeking a single investment vehicle with adequate diversification, the North Star Opportunity Fund has the flexibility to provide exposure to domestic equities of all sizes and to fixed income. While the fund's equity and sector allocations vary with the macro outlook, its focus on high-quality, out-of-favor companies remains constant. To avoid value traps, portfolio managers Eric Kuby and Brad Cohen assess the catalyst for each undervalued security. >>

Riding Trend Drivers and Enablers
Plumb Balanced Fund  (PLBBX)
11:57 AM EDT May 07 2018
Unlike other balanced funds, which rely on conservative equity exposure and bond income, the Plumb Balanced Fund invests in growth stocks and uses fixed income to moderate stock market volatility. Founder and portfolio manager Thomas Plumb focuses on identifying big secular trends and companies that enable or benefit from these trends, as such businesses have the potential to grow in any environment as long as they are fundamentally sound. >>

Collaring Equity Market Volatility
Calamos Hedged Equity Income Fund  (CAHEX)
9:50 AM EDT April 27 2018
With decades of experience in convertible bonds and options, the Calamos Hedged Equity Income Fund came in 2014 as a natural extension for Calamos Investments. The fund has two distinct parts equities and options. While the equity investment represents a low-risk portfolio, closely based on the S&P 500 Index, the alpha generation comes mainly from trading options and constructing the best possible hedge for the specific market environment. >>

Absorbing Volatility through Covered Calls
Crossmark Steward Covered Call Income Fund  (SCJAX, SCJIX)
12:17 PM EDT April 23 2018
Markets are inherently volatile, but the right mix of options can certainly mitigate volatility. Paul Townsen, portfolio manager of the Crossmark Steward Covered Call Income Fund, explains how by giving up some upside for a covered call, investors can replace a volatile return pattern with more stable returns. >>

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