Toreador Funds(3)

Focus on Economic Margin

Toreador Large Cap Fund

US> Health/Biotechnology >

Jul 01, 2011

Companies with higher returns on capital through various business cycles are especially appealing to investors with long-term investment horizons. At the Toreador Large Cap Fund, portfolio managers Rafael Resendes and Paul Blinn look for business models with a history of generating stable, positive Economic Margins, trading below their intrinsic value.

Russian Domestic Growth Curve

Third Millennium Russia Fund

US> Large-Cap > Value

Mar 14, 2008

One of the most dynamic markets in the world, Russia may be difficult to understand for outsiders, but is extremely rewarding for those who know it well. Ticker revisits John Connor, the manager of the Third Millennium Russia Fund, to find out that he still finds Russia an exciting market with improving governance. This year, however, the focus is on the domestic growth story, rather than on the traditional oil exports.

Russia in the Post-Emerging Era

Third Millennium Russia Fund

US> Large-Cap > Value

Mar 01, 2007

The emerging markets are dynamic places that require the double effort of getting to know them and staying on top of the fast changing societies. John Connor, the manager of the Third Millennium Russia Fund, believes that the Russian market no longer offers cheap stocks associated with high risk. Rather, he sees opportunities for participating in the high growth and domestically financed growth of a relatively stable market.