Johnson Funds(3)
A Large Cap Growth Investor
Johnson Growth Fund
US> Large-Cap > Growth
Feb 11, 2008
Identifying and buying companies that are achieving growth at the right price is quite a formidable task. Johnson Growth Fund manager Jeff Cornell and his research team succeed in it by having a long-term focus on just 30-40 holdings at a time and trying to buy companies that they think are leaders or have the ability to be leaders within the industry over time.
Mid-Cap Quant Strategy
Johnson Disciplined Mid-Cap Fund
US> Multi-Cap > Growth
Oct 09, 2007
A quantitative process, if well-constructed and disciplined, may eliminate the bias, the emotions, and the behavioral pitfalls from the investment decisions. That’s why the Johnson Disciplined Mid-Cap Fund, formerly known as the Johnson Opportunity Fund, changed its approach in 2003. Today the fund relies on a multi-factor quantitative model and focuses on stock selection because that’s where the alpha is added.
Disciplined in Finding Consistent Performers
Johnson Opportunity Fund
> NA > NA
Sep 14, 2017
Stable companies with consistent financial performance demand and win special attention from investors. However, at times the market perception of a quality company can deviate from its intrinsic value. Brian Kute, portfolio manager of the Johnson Opportunity Fund, seeks to reap the benefits from such consistent growers with a patient approach, giving both quality and fair valuation a longer-term horizon than most investors will.