Quaker Funds(8)

Event Arbitrage

Pennsylvania Avenue Event-Driven Fund


Dec 21, 2009

Event-driven strategies require a clear understanding of corporate developments and a precise projection of outcome scenarios. As the mutual fund industry is only making the first steps to offering such strategies to investors, Thomas Kirchner at Pennsylvania Avenue Event-Driven Fund focuses on four kinds of opportunities that are linked to the event-driven investment strategy.

Defensive Risk

Akros Absolute Return Fund

International> Small-Cap > Core

Sep 12, 2008

The Akros Absolute Return Fund aims at long-term capital appreciation and income, while seeking to protect principal during unfavorable market conditions. Fund manager Brady T. Lipp uses quantitative factor modeling systems to identify companies of any size selling at a discount to their underlying assets and also companies that can grow their cash flow streams over a 5-to-7 year period.

Looking for Total Return

Quaker Core Value Fund

US> Mid-Cap > Growth

Nov 16, 2007

Getting the best long-term total return from stocks that appear to be currently underpriced is a difficult task. Quaker Core Value Fund manager John Geewax has quantitative investment approach that involves a blend of value and growth concepts. His team looks at yield, growth, valuation and an acceptable discount rate to get the best total returns from their stocks with a view to outperform the S&P 500 Index.

Biotech Focus

Quaker Biotech Pharma-Healthcare Fund

GL> Science/Technology >

Jul 24, 2006

Scientific breakthroughs in healthcare may spark enthusiasm among investors, but it is estimated that only one out of 5,000 drug candidates actually makes it to the market. That's why investing in biotech requires specialization, in-depth fundamental research, and understanding the complicated drug development process, according to Stephan Patten, co-manager of the Quaker Biotech Pharma-Healthcare Fund. The fund invests in only 25 to 35 best ideas sifted through a careful selection process.

Not a Typical Growth Fund

Quaker Strategic Growth Fund

US> Small-Cap > Value

Oct 28, 2005

Manu Daftary, the manager of Quaker Strategic Growth Fund, has quite a different approach to investing than most growth managers. Instead of chasing the next huge growth winner, he focuses on avoiding the losers. He believes that managers should have as broad a mandate as possible to be able to pursue all opportunities, even if they are found in unusual places.

Ahead of the Curve

Quaker Capital Opportunities Fund

US> Large-Cap > Value

Jun 08, 2005

Know your holdings and you will sleep better. The Quaker Capital Opportunities Fund holds concentrated positions in several diversified sectors. The research approach combines the macro economic analysis with the company research. Over the last five years the fund has stayed ahead of the market by investing in real-estate and energy sectors before others found value in these sectors.

Investing in Biotech's Best

Quaker Biotech Pharma-Healthcare Fund

GL> Science/Technology >

Jul 01, 2003

Although the Quaker Biotech Pharma-Healthcare Fund opened in November, lead manager and sub-adviser Michael Sjöström has more than 10 years experience studying this diverse sector. The approach is both concentrated and flexible, and allows for selling short. Total return for the past six months is more than double the S&P 500.

Winning by Thinking Outside the Box

Quaker Aggressive Growth Fund

GL> Science/Technology >

Jun 24, 2003

True, the Quaker Aggressive Growth Fund charter allows its subadviser, Manu Daftary of Boston-based DG Capital, to sell short. However, the veteran manager combines that strategy with a mix of trading, longer term holds, plus the capacity to seek growth opportunities throughout all areas of equity capitalization. Morningstar ranked the fund first in the large cap blend category for five-year performance as of May 30, 2003.