First Investors Funds(2)
Finding Quality and Growth at a Discount
First Investors Opportunity Fund
US> Small-Cap > Growth
Aug 28, 2017
Investing in well-established companies with growth characteristics tends to provide added value when the purchased stocks, or their sectors, are suffering from temporary problems. Steven Hill and Edwin Miska explain how the core strategy behind the First Investors Opportunity Fund blends a bottom-up selection process with a catalyst-driven approach to build a portfolio of quality stocks across a flexible market-cap range.
A Fundamental Approach to Relative Value
First Investors Total Return Fund
US> Large-Cap > Value
Jun 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.