Johnson Funds(3)

A Large Cap Growth Investor

Johnson Growth Fund

US> Large-Cap > Growth

Feb 11, 2008

Identifying and buying companies that are achieving growth at the right price is quite a formidable task. Johnson Growth Fund manager Jeff Cornell and his research team succeed in it by having a long-term focus on just 30-40 holdings at a time and trying to buy companies that they think are leaders or have the ability to be leaders within the industry over time.

Mid-Cap Quant Strategy

Johnson Disciplined Mid-Cap Fund

US> Multi-Cap > Growth

Oct 09, 2007

A quantitative process, if well-constructed and disciplined, may eliminate the bias, the emotions, and the behavioral pitfalls from the investment decisions. That’s why the Johnson Disciplined Mid-Cap Fund, formerly known as the Johnson Opportunity Fund, changed its approach in 2003. Today the fund relies on a multi-factor quantitative model and focuses on stock selection because that’s where the alpha is added.

Disciplined in Finding Consistent Performers

Johnson Opportunity Fund

Sep 14, 2017

Stable companies with consistent financial performance demand and win special attention from investors. However, at times the market perception of a quality company can deviate from its intrinsic value. Brian Kute, portfolio manager of the Johnson Opportunity Fund, seeks to reap the benefits from such consistent growers with a patient approach, giving both quality and fair valuation a longer-term horizon than most investors will.