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 [...]
August 1, 2006 FundAlarm Annex – Fund Report Objective The fund seeks capital appreciation by investing in the common stock of mid- and large-cap domestic and foreign companies. For the SEC’s purposes, the fund is classified as non-diversified. Adviser Litman/Gregory Fund Advisors. Litman/Gregory runs four other sub-advised funds (including Masters Select Equity, International, Value and [...]
November 1, 2010 FundAlarm Annex – Fund Report Objective The fund is seeking long-term capital appreciation by investing in small cap stocks (under $2.5 billion), but is willing to wait for them to go on sale before buying. The managers establish a set of macro themes with they believe represent long-term growth drivers, then try [...]
FundAlarm Annex – Fund Report October 1, 2009 Objective The fund seeks long-term growth by investing in the equity securities of smaller and mid-sized companies that are either located outside the United States or whose primary business is carried on outside the United States. “Equity securities” include stocks, REITs, ADRs, EDRs, GDRs and IDRs, warrants [...]
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% [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
