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Mutual Funds Archive



Rooted in Valuation and Tactically Balanced
Tributary Balanced Fund  (FOBAX, FOBPX)
12:57 PM EDT April 19 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. >>

 
Systematic Allocation Guided by Market Phase
AMG Chicago Equity Partners Balanced Fund  (MBEAX)
1:53 PM EDT April 12 2018
Stocks and bonds have their own volatility patterns and risk profiles, so it is important for investors to have allocation that provides downside protection, according to Patricia Halper and Michael Budd, portfolio managers of the AMG Chicago Equity Partners Balanced Fund. Investing in equity and fixed income, the fund strategically shifts its allocation depending on the environment with the help of a systematic process. >>

 
Income Builder through Value Investing
First Eagle Global Income Builder Fund  (FEBAX)
10:34 AM EDT April 05 2018
Valuation drives everything, according to Sean Slein and Kimball Brooker, portfolio managers of the First Eagle Global Income Builder Fund. Investing with a perceived “margin of safety” in equities and fixed income, the fund aims to provide both current and future income. With a flexible, bottom-up approach, the team can go anywhere it concludes there is value—including cash—while keeping a steady focus on avoiding the risk of capital impairment. >>

 
Capital Appreciation through Quality and Diversification
Value Line Capital Appreciation Fund  (VALIX, VLIIX)
4:25 PM EDT March 23 2018
Seeking capital appreciation and income, the Value Line Capital Appreciation Fund is an asset allocation fund that at year end 2017 was 85% invested in equities and 15% in bonds and cash. For equities, the fund mainly looks to own leading growth businesses with secular growth drivers, unique market positioning and competitive advantages. On the fixed-income side, the fund focuses on income, liquidity, and improving credit metrics. For portfolio managers Cindy Starke and Liane Rosenberg, the ultimate goal is to achieve a diversified portfolio that emphasizes the best return-generating ideas. >>

 
A Flexible Portfolio for All Seasons
Osterweis Strategic Investment Fund  (OSTVX)
2:16 PM EDT March 16 2018
In today’s style-driven investment landscape, the Osterweis Strategic Investment Fund is a rarity. John Osterweis and his team have created a highly flexible balanced portfolio that is able to pursue attractive opportunities in all market conditions. They can move their equity allocation from 75% to 25%, and they can purchase high yield or investment grade bonds with the remainder. The fund is essentially a one-stop shop for investors seeking dynamic diversification and hedged equity exposure. >>

 
Investing in Financials with the Goal of Downside Protection
Hennessy Large Cap Financial Fund  (HLFNX, HILFX)
10:45 AM EST March 09 2018
As a result of the 2008 financial crisis, investors are still cautious about banking stocks. However, for Dave Ellison and Ryan Kelley, co-managers of the Hennessy Large Cap Financial Fund, the financial world provides plenty of opportunities. Running a concentrated portfolio, they focus on choosing the companies with the right business models, repeatable earnings, and management teams with the ability to withstand the storms in the credit and interest rate cycles. >>

 
Undiscovered Quality in Small and Mid Caps
Hodges Fund  (HDPMX)
12:11 PM EST February 26 2018
Volatility does not necessarily mean risk, and one does not need to invest in every sector to be successful, according to Craig D. Hodges, portfolio manager and co-founder of Hodges Funds. Relying on its own extensive research to find opportunities ahead of Wall Street, the fund aims to invest in industries with superior tendencies, such as high barriers to entry, or in companies with superior products or services that the market has not yet accounted for. >>

 
Total Return in Emerging Markets Debt
TCW Emerging Markets Income Fund  (TGEIX)
10:31 AM EST February 02 2018
Understanding the development process in each of a strategy’s target markets is crucial for identifying turning points before they actually happen. The fundamentals-based approach of the TCW Emerging Markets Income Fund’s team, relying in large part on primary research, enables it to assess these opportunities at an early stage and position accordingly. >>

 
Diversification Through Infrastructure Assets
Cohen & Steers Global Infrastructure Fund  (CSUAX)
11:03 AM EST January 25 2018
The growing interest for diversification away from equities and fixed income has been the driving force behind the Cohen & Steers Global Infrastructure fund. Portfolio manager Ben Morton believes that the asset class can provide similar returns to equities, but with the potential for significantly lower volatility and downside. The fund utilizes both a bottom-up fundamental research and a macro framework to select the right subsectors and companies around the world. >>

 
Quantitative and Qualitative Approach to Emerging Markets Debt
Stone Harbor Emerging Markets Debt Fund  (SHMDX)
8:18 AM EST January 18 2018
Emerging markets debt is not well understood and tends to be undervalued. Portfolio manager Jim Craige explains how the Stone Harbor Emerging Markets Debt Fund relies on a disciplined bottom-up research process, combined with a macro framework, to build a portfolio driven by the opportunity set, not by the benchmark. >>

 
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