|
Skyline employs a fundamental, bottom-up methodology characterized by three factors:
- A value-oriented approach
They select stocks that Skyline believes have below-average valuations.
- Attention to earnings growth
They attempt to identify companies with attractive earnings prospects.
- A focus on under-followed, neglected, out-of-favor stocks
They search for good companies that are overlooked or not widely followed through their intense in-house research efforts.
Typically Skyline invests in firms with a market capitalization less than $2.5 billion. Skyline will:
- Attempt to keep a portfolio's P/E ratio consistently below that of the Russell 2000.
- Generally sell stocks when they rise to a predetermined price target.
|
|
Skyline Special Equities Portfolio
Managers Special Equity Fund
William Fiedler
Partner and Portfolio Manager
18 Years Industry Experience
Michael Maloney
Partner and Portfolio Manager
19 Years Industry Experience
Mark Odegard
Partner and Portfolio Manager
17 Years Industry Experience
- Founded in 1995
- Manages approximately $709 million as of 6/30/08
- Focus on small-capitalization value stocks
- Believes the majority of value added comes from stock-selection decisions
|
|
Disclosure
Investors should carefully consider the fund's investment objectives, risks, charges, and expenses before investing. For this and other information, please call 800.835.3879 or download a free prospectus. Read it carefully before investing or sending money.
There is no guarantee that these investment strategies will work under all market conditions, and each investor should evaluate their ability to invest for a long-term, especially during periods of downturns in the market.
The Fund is subject to risks associated with investments in small capitalization companies, such as erratic earnings patterns, competitive conditions, limited earnings history, and a reliance on one or a limited number of products.
A short term redemption fee of 2% will be charged on redemption of Skyline Special Equities Portfolio shares held for 30 days or less.
|
|
