Flag Investors - Equity Opportunity Fund

The Flag Investors - Equity Opportunity Fund was launched on November 30, 2006.

Investment Objective

A large cap value fund that seeks to achieve long-term growth of capital.

 

Investment Strategy:

The fund seeks to achieve its objective by:

  • Building a diversified portfolio of 30 - 50 domestic, predominately large cap companies

  • Discovering well-managed and well-positioned companies that are temporarily undervalued and out-of-favor based on fundamental business analysis

  • Remaining committed to a long-term investment focus and providing a portfolio with low turnover, which minimizes short-term tax liabilities

  • Following a time-tested buy and sell process

Portfolio Managers:
Hobart C. Buppert, II
Hoby Buppert has managed the fund since its inception. He has 36 years of portfolio management experience and 27 years tenure with ABIM.

R. Hutchings Vernon, CFA
Hutch Vernon joined the fund in 2008. He has 26 years of portfolio management experience and 14 years tenure with ABIM.

Nina K. Yudell
Nina Yudell joined the fund in 2008. She has 26 years of portfolio management experience and 15 years tenure with ABIM.

For more Fund Information please visit Flag Investors

 
copyright© 2007 Alex. Brown Investment Management