Established 1999
123jump.com - U.S. Financial Information Archive: 90,000 Annual and 10-K reports – 20,000 Global news stories - 3,500 IPO reports - 1,700 - Earnings Calls – 320 Fund Interviews – 10-year Annual earnings on 4,500 stocks – 20 Quarterly earnings on 3,600 stocks – 1,800 IPO prospectuses – 1,200 Economic data releases
     
   
 
2008  |  2007  |  2006  |  2005
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec
  Search by US Mutual Fund:   
US Mutual Fund Q&As Archive: 
345 US Mutual Fund Q&As
Fund Q&As -by name -by date
Interview Process
(EXT, DTD, DWM, DBN) Fundamental Value in ETFs
Jul 27, 9:41 AM EDT

WisdomTree is the first company that manages ETFs based on indexes it creates and owns. Luciano Siracusano believes that the standard capitalization-weighted indexes are flawed in their tendency to overweight the overvalued stock, sectors, and regions. That’s why the company developed fundamentally weighted indexes to target better returns with lower volatility.

Full Story...    PDF

(ADEGX) Mid-Cap Contrarian
Jul 25, 10:00 AM EDT

One of our core investment beliefs of Advance Capital I Equity Growth Fund is not to try to time the direction of the market and spread our investments across several companies. The portfolio manager Donald Peters uses a combination of quantitative models and fundamental bottom-up research to identify medium-sized growth companies with good businesses trading at reasonable valuations and own them for a long time.

Full Story...    PDF

(HCTAX) In All Market Environments
Jul 24, 12:16 PM EDT

The goal of the Hartford Capital Appreciation II Fund is not to be boxed into one aspect of the market but to be opportunistic and flexible. The Fund’s five managers, who have separate and distinct investment styles, aim to create a fund that can operate in all market environments. Michael Carmen, manager of the opportunistic growth sleeve, looks for companies with potential to deliver stronger-than-expected earnings or free cash flow growth.

Full Story...    PDF

(THPGX) Sustainable Returns Through Leaders
Jul 19, 8:29 AM EDT

To appear on the radar of the Thompson Plumb Growth Fund, a company has to display consistent growth, solid fundamentals, and attractive valuation. Above all, it has to be well established in an industry with sustainable -- not cyclical -- trends, and high barriers to entry. Despite the underperformance of his style in recent years, the manager John C. Thompson sticks to the quality large-cap growth stocks in expectation of an inflection point.

Full Story...    PDF

(DFDPX) Investing in Niche Creators
Jul 02, 11:19 AM EDT

Instead of trying to predict when the market may rise or fall, Daniel F. Dent, portfolio manager at the DF Dent Premier Growth Fund, relies on selecting stocks with superior long-term growth characteristics, strong and sustainable earnings prospects, high quality management teams and reasonable stock prices. For him, the solid financial characteristics such as a high return on equity, good profit margins and a strong balance sheet are more important than the absolute size of the company.

Full Story...    PDF

1

© 1999-2008 123jump.com. All rights reserved