The MTB Intermediate Term Bond Fund approaches investing utilizing a top down rigorous three-step investment process based on: the impact of the economy and the Fed’s policy on the US bond market; analysis of the return potential of various bond sectors; selection of optimal securities in the targeted sectors. With a thorough understanding of the yield curve, sector trends and individual security issuers, portfolio manager Wilmer Stith and his team focus on securities that they understand best.

Generating steady returns entails, in turn, steady focus on the interplay between a wide array of asset categories, as well as a strict investment discipline. At Midas Perpetual Portfolio, Tom Winmill and his team search for opportunities in six categories of investments to generate consistent investment returns regardless of economic conditions.

As investors mostly stress the divergence between growth and value, they seem to ignore the fact that understanding the linkages between the two is vital in the prudent selection of any security. At the helm of the Beck, Mack & Oliver Global Equity Fund, David E. Rappa searches for companies with strong balance sheets, long-term value as well as any investment catalysts that can unlock appreciation potential.

The ICON International Equity Fund applies a systematic approach to investing in sectors that ICON believes are in the early stage of international market leadership. Portfolio manager Scott Snyder describes how sector rotation plays an important role in generating returns.