Eric Marshall, Portfolio Manager at Hodges Capital Management, is a bottom up stock picker. He and the rest of the management team look for companies with sustainable pricing power.

The Henderson Industries of the Future Fund looks for investment themes and solutions providers that solve the needs of environmental sustainability and social change. Fund manager Tim Dieppe searches for investment ideas around the world that can sustain growth for the foreseeable future. The Fund is willing to pay a price for growth in companies that can sustain high growth in the diverse areas from alternative energy to healthcare to education.

Mohnish Pabrai, the Managing Partner of the Pabrai Investment Funds, has outperformed market indices over the last nine years by consistently believing in concentrated value investing. Pabrai likes to hold fewer stocks positioned in industries that he understands well, paying attention to two key variables: the intrinsic value of a business and its current price.

Organized around the motto, “Slow and steady wins the race,” Ariel Investments has been harnessing the principles of patience and concentration for 25 years. Charles Bobrinskoy and Timothy Fidler, who are at the helm of the Ariel Focus Fund, find their stock picks among established industry leaders with sustainable competitive advantages, positioned in industries that the portfolio managers understand well.

The Weitz Short-Intermediate Income Fund’s portfolio currently is predominately invested in seasoned agency mortgage backed securities, typically, 2004 and prior. The portfolio manager Thomas Carney is trying to generate reasonable returns over a long period of time.

Growth investors look for improving earnings in many industries, but Jordan Opportunity Fund looks for secular growth in few industries. Investors sell stocks when expectations of growth are revised lower even when longer term growth cycle is still in place. Exploiting this change in sentiment is what fund manager Jerry Jordan seeks to do.