Westport Select Cap R WPSRX
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From Barron’s, July 4, 2011 (Part 2)
… repeal. Investors interested in financial companies may wait and see. Pg 27: Andy Knuth and Ed Nicklin of Westport Funds’ WPSRX (small/mid-cap) and WPSCX (all-cap) have a long-term value approach to concentrated portfolios. They apply the …
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WPFIX Westport I Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… Distinctive portfolio . Seasoned manager Ed Nicklin has been running money at Westport since 1997 . He comanages Westport Select Cap WPSRX with Andy Knuth . Nicklin built a great record at Evergreen Growth & Income ( now Evergreen Fundamental Large Cap ) before joining …
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WPSRX Westport Select Cap R Fund Analysis, Report, Research, 5 Star Rating – Morningstar
Could be cheaper . Compact portfolio of 40 - 50 names can court issue - specific risk . The fund has two very seasoned comanagers . The managers have great long - term records . Good aftertax returns . Andy Knuth has been with Westport since the 1980s . Ed Nicklin had a good record managing
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Looking for Tax Bombs and Bouquets in Your Mutual Fund
… Gabelli Asset AAA GABAX Mid-Cap Blend 40 Westport Select Cap WPSRX Mid-Cap Blend 39 Vanguard Energy VGENX Equity Energy 35 Tweedy ..... slight inflows are a recipe for a big PCGE. Westport Select WPSRX , Tweedy, Browne Value TWEBX, and Janus Venture JAVTX have …
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Contrarian Investment Ideas for 2010
… TWEBX, Meridian Growth MERDX, LKCM Equity LKEQX, Vanguard Dividend Growth VDIGX, Chase Growth CHASX, Westport Select Cap WPSRX , and FAM Value FAMVX are among the funds you can expect to continue delivering over time while letting you sleep at night …
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WPSRX Westport Select Cap R Fund Analysis, Report, Research, 5 Star Rating – Morningstar
Could be cheaper.Compact portfolio of 40-50 names can court issue-specific risk.The fund has two very seasoned comanagers.The managers have great long-term records.Good aftertax returns.Andy Knuth has been with Westport since the 1980s, serving as comanager at Managers Special Equity Managers MGSEX
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WPFIX Westport I Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… Distinctive portfolio.Seasoned. Ed Nicklin has been running money at Westport since 1997. He comanages Westport Select Cap WPSRX with Andy Knuth. Nicklin built a great record at Evergreen Growth & Income (now Evergreen Fundamental Large Cap) before joining …
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Four Overlooked Gems from the Crossroads of the Style Box
… 15-year periods. We expect a rebound in more favorable environments. Westport Select Cap Like FAM, Westport Select Cap WPSRX is run by a small but stable group of managers. Ed Nicklin and Andy Knuth employ a low-turnover, growth-at-a-reasonable …
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Four Tiny Funds with Big Potential
… growing their business. This mid-cap fund has attracted few assets in part because its small-cap sibling Westport Select Cap WPSRX has produced even better returns. However, Select Cap is closed now, and when mid-caps start to outperform, this fund …
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And the winners are....
… BJMIX*, FMIOX, MMFSX, PDFDX, WAAEX*, VLSCX, HFCGX, MERDX) Smallcap Blend -- (SMCFX*, CGMFX, WGROX*, MVALX, WPSRX , PBSVX, and not open in'98 with positive returns in "99, 2000, & 2001 -- DLBMX, BRMCX*) OK, not a single index fund …