USA Mutuals Funds (2)

US> Small-Cap > Core

Mar 11, 2010

Investors looking for exposure to sin stocks can diversify across gambling, tobacco, alcoholic beverages, and defense companies with the The Vice Fund. As for those who want to tap into investments largely driven by the baby boomer segment of the population, USA Mutuals Funds is offering the Generation Wave Fund. Jeff Middleswart points out the underlying investment strategies of both portfolios.

US> Small-Cap > Value

Sep 14, 2007

According to the investment philosophy of the Vice Fund there are four major sectors that tend to be defensive in nature and immune to macro economic events and they are Tobacco, Alcoholic Beverages, Gaming and Aerospace Defense. Taking advantage of this fact, portfolio manager Charles Norton is looking for the best opportunities within both domestic and international companies in these sectors to diversify away from the U.S. economy.