Forward Emerald Growth Fund (HSPGX)

Posted by: Pro

Updated:
12.06.07
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TheStreet Rating:
C+
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Description:

From the Emeral Growth Fund Website.

"Invests in companies of any size and favors smaller-sized companies with market capitalizations that are equal to or less than the largest company in the Russell 2000 Index."

Strategy:
"Seeks companies with perceived leadership positions and competitive advantages in niche markets. Also focuses on companies that do not receive significant coverage from other institutional investors. The portfolio is diversified across industry sectors."

The fund and manager Ken Mertz were recently highlighted in Barron's:

Barron's Online: What is your outlook on U.S. stocks?
Mertz: We could be looking at a price-to-earnings multiple expansion
in the marketplace, which would favor growth stocks.

Q: The Russell 2000 gained 17% in 2006. What do you expect this year?
A: I would look for something over 10%, but we would be looking for
the Russell 2000 Growth to be doing a little bit better than Russell
2000 Value this year. Over the next five years, our expectations
are for our portfolio to grow 20%-plus.

Morningstar gives the fund 3 stars.

Current Returns:

1 yr: -0.35%
3 yr: 8.25%
5 yr: 13.11%

As of 9/30/07