Category Archives: Archives of FundAlarm

Sextant Growth (SSGFX), January 2007

January 1, 2007 FundAlarm Annex – Fund Report Objective The fund seeks long-term growth by investing in common stocks, as well as convertible and preferred shares. While Morningstar classifies it as a mid-cap growth fund, the firm claims to follow a “value approach to investing” in looking at stocks with favorable potential over the next […]

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Wasatch Global Opportunities (WAGOX), May 2010

FundAlarm Annex – Fund Report May 1, 2010 Objective The Fund invests in small and micro cap foreign and domestic companies, though it reserves the right to put up to 35% in larger companies. Up to 90% of the portfolio may be in micro caps and up to 50% in emerging markets.  Currently the US is about 40% […]

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February, 2010

FundAlarm – Highlights & Commentary – (Updated 1st of Each Month) David Snowball’s New-Fund Page for February, 2010  Dear friends, You can’t imagine the sinking feeling I had at the beginning of January, when I read the headline “Stocks have best first week since 1987.” Great, start with parallels to a year that had one […]

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American Century LIVESTRONG funds: Income (ARTOX), 2015 (ARFIX), 2025 (ARWIX), 2035 (ARYIX) and 2045 (AROIX), June 2006

June 1, 2006 FundAlarm Annex – Fund Report Objective These are “funds of funds” which grow increasingly conservative as the retirement target date approaches. Adviser American Century Investment Management.  American Century is located in Kansas City and manages about $80 billion through 70 funds.  That slightly overstates the case since 10 of their offerings – the LIVESTRONG and One Choice groups – are “funds […]

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Al Frank Fund (VALUX), April 2008

April 1, 2008 FundAlarm Annex – Fund Report Objective The objective of the Al Frank Fund is long-term capital appreciation. The manager selects equity securities that he believes are out of favor and undervalued, then purchases and holds them until it believes that the securities have reached a fair value. That tends to take a […]

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Akre Focus (AKREX), February 2010

February 1, 2010 FundAlarm Annex – Fund Report Objective The fund seeks long-term capital appreciation by investing, mostly, in US stocks of various sizes, though it is likely to hold small and mid-cap stocks more frequently than large cap ones. The fund may also invest in “other equity-like instruments.”  The manager looks for companies with good management teams (those with […]

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Driehaus International Small Cap Growth (DRIOX), November 2007

November 1, 2007 FundAlarm Annex – Fund Report Objective The Driehaus International Small Cap Growth Fund seeks to maximize capital appreciation.  The Fund invests primarily in equity securities of smaller capitalization non-U.S. companies exhibiting strong growth characteristics. The fund invests at least 80% of its net assets in the equity securities of non-U.S. small capitalization […]

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Guinness Atkinson Alternative Energy (GAAEX), September 2007

September 1, 2007 FundAlarm Annex – Fund Report Objective The fund seeks long-term capital appreciation by investing in US and overseas of companies involved in the alternative energy or energy technology sectors, which includes companies that increase energy efficiency but excludes nuclear. Adviser Guinness Atkinson Asset Management, headquartered in Woodland Hills CA but also has […]

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Northern Multi-Manager International Equity (NIEWX), November 2006, July 2010

November 1, 2006 Update (posted July 1, 2010) FundAlarm Annex – Fund Report Objective The fund seeks long-term capital appreciation through a diversified portfolio of non-U.S. securities. Income is “incidental.” It’s willing to invest in companies of any size, though primarily in the developed markets. The portfolio is allocated among four independent, outside managers. Adviser […]

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July, 2010

. . . from the archives at FundAlarm David Snowball’s New-Fund Page for July, 2010 Dear friends, In celebration of the hazy, lazy, crazy days of summer, we’ve decided to slow down, take a deep breath, and enjoy the long days. At least to the extent that you can enjoy days when a twitchy computer […]

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