Research Hub

Calamos Evolving Growth Fund (CNWGX) is a good place to find the kind of U.S. listed companies with emerging market exposure that Calamos Asset Management believes have compelling long-term growth prospects.

A top performer in a recent screen of Value Line’s European Equity Objective group, T. Rowe Price European Stock Fund (PRESX) has not only performed well so far this year, but has an impressive long-term performance record, as well. More aggressive investors might find this fund of interest.

Whitney George, the Co-Chief Investment Officer of Royce Funds, recently put out a note highlighting the technology sector as an interesting one to look to for investment options. Since we think this well-known investor is worth listening to, we took a look at Royce Low-Priced Stock Fund, one of the many he oversees, to find a few companies that seemed to fit this theme.

PIMCO Total Return Fund’s (PTTRX) objective is maximum total return, consistent with the preservation of capital and prudent investment management. It seeks to achieve the aforementioned objective by investing, under normal circumstances, at least 65% of its total assets in a diversified portfolio of fixed-income instruments with varying maturities.

Most “equity income” funds don’t have impressive dividend distribution histories. Although income is important to the managers, growth of capital appears to take precedent. Thornburg Investment Income Builder Fund (TIBAX) is one of the few exceptions to this and that could make this fund a good fit for investors looking for an equity income fund.

Recently launched Roumell Opportunistic Value Fund (RAMSX) has a go anywhere approach that should interest value investors. Since this is a new fund, James Roumell’s penchant for in-depth quarterly reports should help inform both a purchase decision and explain his thinking on an ongoing basis.

Mutual funds regained steam in 2010 and growth-oriented portfolios led the way with the resurgence of the stock market. Fidelity Contrafund’s (FCNTX) investment strategy proved highly advantageous in this climate, enabling the fund to post a double-digit gain for the full year, and particularly in the final quarter.

The Calamos family of mutual funds has enjoyed a respectable level of success over the past few years. The Fund family began operating over 30 years ago under John Calamos, Sr. and has evolved from an investment advisory firm into a diversified group that offers a variety of investment vehicles. One of the standout offerings is the Global Equity Fund (CAGEX).

John Hancock Global Shareholder Yield Fund (JGYAX) looks for companies that “give back” to shareholders. Management’s tangible and easy-to-understand selection process should interest investors who believe that owning stock in a company makes them a partner in the business.

The managers at BBH Core Select Fund (BBTEX) focus on trusted companies with great brands and products trading at attractive valuations. For a conservative investor who lacks the time, knowledge or motivation to buy individual stocks, this fund would make a solid “core” holding.