Tributary Funds (4)
At the Core of Every Portfolio
First Focus Core Equity Fund
US> Large-Cap > Growth
Aug 18, 2009
The First Focus Core Equity fund seeks to buy high-quality companies that are trading at a discount to their estimated economic value in the domestic large-cap equity universe. Portfolio manager Randall Greer explains how the management team applies its value investment style to create a concentrated portfolio that delivers better returns than the S&P 500 Index.
Undiscovered Earnings Growth
First Focus Growth Opportunities Fund
US> Small-Cap > Value
Nov 10, 2006
Although First Focus Growth Opportunities is a growth fund, it doesn’t limit itself only to the growth industries. Instead, portfolio manager Kurt Spieler spreads the exposure across various industries looking for the companies with above-average growth in each group. The bottom-up research process is complemented by a risk control overlay whose final goal is a portfolio of 50 to 60 growth stocks with low correlations.
Quality with Visibility
Tributary Small Company Fund
US> Mid-Cap > Core
Jun 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.
Rooted in Valuation and Tactically Balanced
Tributary Balanced Fund
> NA > NA
Apr 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.