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ADVISORS IN THE NEWS
Quaker Funds in the Media
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ARTICLES
November 24, 2009
US News & World Report
“Confessions of an Alleged Market Timer”
In an interview with U.S. News, [Steve] Shipman said that the recent
fluctuations in his Quaker [Small-Cap Growth Tactical Allocation Fund]
portfolio... stem from the volatility of small-cap growth stocks and from
his strict buying and selling discipline rather than from an attempt to look
into a crystal ball.
To read the entire article, copy and paste the following URL into your web browser:
http://www.usnews.com/money/blogs/Fund-Observer/2009/11/24/confessions-of-an-alleged-market-timer
August 11, 2008
Barron’s/Value Line Survey
“They're the Tops”
Daftary’s [Quaker Strategic Growth] fund has ranked among the top 25 in our
survey for nine consecutive years.
August 1, 2008
USA Today
“Measure fund's performance during market cycles”
It's much more useful to measure a fund by how it has performed during
market cycles. Ideally, you'd like a fund that fares better than its peers
in both bull and bear markets.
December 29, 2007
Wall Street Journal
“Clever Strategies for a Rocky Year”
At times like these, the best strategy can be flexibility.
August 13, 2007
Barron’s/Value Line Survey
“The New Masters”
[A] FUND MANAGER whose name should be familiar from years past is
Manu Daftary, ranked first in the Aggressive Growth objective. Manager
of Quaker Strategic Growth Fund, he's No. 9 over all this year, and
has made it into the top 25 for eight consecutive surveys.
February 26, 2007
TheStreet.com
“Long Haul Investing”
[...] if you are confident that your fund managers are better than
the average, then pay no attention to one quarter or even one year’s
performance. Over short periods, the average investor may bid up
some shares way beyond their real value and sell others for much less
than they’re worth. During that period, your manager will "underperform."
But over time, truth and value will win out.
December 2006
Kiplinger's Personal Finance
“10 Great Broker Sold Funds”
No one has ever accused Manu Daftary of trying to mimic the stock market.
The captain of Quaker Strategic Growth is idiosyncratic and quick to seize
an opportunity. He trades at a frenetic pace and invests in companies of any
size. And he sells stocks short when he thinks the shares are overvalued."
August 14, 2006
Barron’s/Value Line Survey
“Fund Managers Best In Class”
Still, it pays to listen to this manager who has ranked among the top 25
on our list for seven consecutive years. This year Quaker Strategic Growth
is the only large-cap domestic fund in the top 20...
August 15, 2005
Barron’s/Value Line Survey
“Measuring the Masters: The Top 100”
Manu Manu Daftary made the Barron’s/Value Line Top 100 Fund Managers List
for the 5th straight year.
May 13, 2005
Investor’s Business Daily
“Quaker Funds Manager Goes Long and Short”
Simulates Hedge Fund...Manu Daftary to skirt worst of bear, get the best of the bull.
March 31, 2005
Ticker.com
“Tickers Choice: Ahead of the Curve”
Know your holdings and you will sleep better. The Quaker Capital Opportunities
Fund holds concentrated positions in several diversified sectors... Knott
Capital’s philosophy is a risk adverse, capital preserving approach to
investment management.
September 22, 2003
Barron’s
“Quantify This”
For [Quaker Small-Cap Value] fund manager Aronson+Johnson+Ortiz, the
numbers add up.
December 1, 1997
The Philadelphia Inquirer
“Democratizing Mutual Funds”
...How can Quaker distinguish itself from heavily marketed rivals?...
The plan was to link the kind of professional stock-pickers who normally
concentrate on millionaire clients and institutions to the prosperous
middle-income investors fueling the mutual fund boom.
About Investment Risk: Investing in the Quaker Funds may
involve special risks including, but not limited to, investments in smaller
companies, non-diversification, short sales, foreign securities, special
situation companies, debt securities and value and growth investing. Please
refer to your Fund's most current prospectus for more complete information.
