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Interview (1011)
Phoenix-Goodwin Multi-Secor Short Term Income
David Albrycht has 22 years experience in credit analysis, more than enough to learn a few valuable lessons in fixed-income investing. As a result, the Phoenix-Goodwin Multi-Sector Short Term Income Fund he's managed for over 10 years has a standard deviation ranked in the top 2% in the category while
'Build it and they will come' is the philosophy behind the Fairholme Fund, the sole public-traded product available to retail investors offered through Short Hills, NJ – based Fairholme Mangment LLC. Headed by Bruce Berkowitz, Larry Pitkowsky, and Keith Trauner, the mid-cap blend fund ranked in the top 1% for
Suddenly dividends are in vogue again, and Neil Hennessy's formulaic investment approach fits right in with the renewed focus on dividend paying stocks. His Total Return Fund is based on a proven theory known as 'Dogs of the Dow' that invests in the 10 highest yielding Dow 30 components. Year
Evergreen Adjustable Rate Fund
After listening to Lisa Brown-Premo discuss adjustable rate mortgage securities, one comes away with an understanding that this manager is capable of responding quickly, when necessary, to the slightest changes in interest rates. That flexibility has keep the Evergreen Adjustable Rate Bond Fund ranked first in the ultra short bond
Keeping up with Thyra Zerhusen, who heads ABN AMRO's Mid Cap Fund, would tire even the most energetic fund analyst. That energy, plus 25 years of experience in analyzing company fundamentals in the mid-cap area, has kept the fund consistently within the top 15% of mid-cap blend products. The five-year
Julius Baer Global Income Fund
Morningstar recently upped its rating to five stars for the Julius Baer Global Income Fund. And for good reason. The multisector product managed by Donald Quigley ranked 12th among the 108 funds in the category for five-year performance. Average total return for the period as of June 15, 2003 was
True, the Quaker Aggressive Growth Fund charter allows its subadviser, Manu Daftary of Boston-based DG Capital, to sell short. However, the veteran manager combines that strategy with a mix of trading, longer term holds, plus the capacity to seek growth opportunities throughout all areas of equity capitalization. Morningstar ranked the
Bruce Bartlett looks for companies that are generating real growth by increasing sales and revenues, not just earnings from cost cutting methods. With the economy showing signs of sustained improvement, shareholders in the $1-billion Oppenheimer Growth Fund should benefit from Bartlett's expertise in targeting growth companies in the large cap
As the world goes to Boston for funds, a Boston fund manager checks the world out for value. Bernard R. Horn, Jr., manager of Polaris Global Value Fund (PGVFX), told Ticker how the road to low-risk high returns is paved with the world's undervalued free cash flows.
From floor trader to portfolio manager, Art Bonnel is a 30-year veteran in the money management field. Aside from sharing his views on his investment strategy, Bonnel provided some interesting insights into the current market scandals that have shaken investor confidence.
