Brad Brooks, the manager of Value Line Income and Growth fund, has to balance between growth & value, bonds & equities, and across all types of markets caps. A bit of contrarian approach and a lot of reading help him with the difficult task of covering almost the entire investing spectrum.

Successful performance often comes at the cost of compromise. For George Schwartz and his team, however, success goes hand in hand with peace of mind and virtue. The Ave Maria Catholic Values Fund looks to invest in stocks in which investment value and Catholic values converge.

Balancing consistent income and capital appreciation is not easy, but John Kornitzer, the manager of Buffalo Balanced Fund, believes that investors pay for a special edge, not for following an index or buying Treasuries. The fund covers a wide spectrum of securities, including equities and high-yield bonds, to create a onestop investment for those who don’t want to spread their money across different funds.

Small-cap managers operate in a vast and under-researched world, and that is why their approach to analysis and idea generation is crucial. Karl Brewer, manager of the William Blair Small Cap Growth Fund, knows well the importance of discovering gems before Wall Street does. To sort out the worthy from the unworthy ones, he has a clear idea of the quality he is looking for and a structured approach for finding it.