Newsroom: Articles
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4/07/09 -Smart Money Fund Screen | Focused Funds
By Rob Wherry, Wall Street Journal page B13 |
The Westport Fund was one of the top 18 funds featured in a Smartmoney fund screen which identified mutual funds containing 50 or less securities in their portfolio and meeting SmartMoneys usual fee and performance criteria.
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4/06/09 - Category Kings in 22 Realms
Wall Street Journal page R13 |
The Wall Street Journal identified the Westport Select Cap Fund as one of the top ranking mid cap core funds based on it's one-year total return as of March 31, 2009.
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3/24/09 -Smart Money Fund Screen | Veteran Managers
By Rob Wherry, Wall Street Journal page D2 |
"Financial advisers stress tenure when they analyze mutual funds. They want somebody running their money who has been in the trenches -- and survived." The Westport Fund (WPFRX) was one of 11 funds listed in a screen that focused on fund managers with a 10+ year track record, low fees, and above-average performance over the long haul.
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3/01/09 -Lipper awards the Westport Fund with a 2008 Lipper Performance Achievement Certificate |
 The Westport Fund (WPFIX) was rated as the number one performing Multi-Cap Core Fund for the five year period ending December 31, 2008. <link to certificate>
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2/03/09 -Smart Money Fund Screen | Small Funds
By Rob Wherry, Wall Street Journal page D3 |
The Westport Fund (WPFRX) was listed as one of 16 funds having "small asset bases but relatively impressive results." The SmartMoney fund screen looked for funds with net assets of less than $250 million and further screened for the following criteria:
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- no-load
- three and five-year performance track records in the top their respective Lipper categories
- open to new money
- charge "cheap fees"
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2/02/09 - Category Kings in 16 Realms
Wall Street Journal page R6 |
The Wall Street Journal's ranking of year-to-date top-performing funds, includes the Westport Select Cap Fund.
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1/02/09 -Westport Finds Favorites in Hard-Hit Oil Patch
By David Bird, Dow Jones Newswires |
"Edmund Nicklin, who manages the Westport Fund, asks: 'Why would any sane person' want to invest in oil stocks? The answer lies in the future and not in the past, says Nicklin, who, far from having his sanity questioned, has been praised as a savvy stock picker." <Read Article>
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12/01/08 -Small Funds Big Results
By Daren Fonda, SmartMoney page 74 |
Nicklin manages the Westport Fund, a stock fund that has crushed 94 percent of its peers over the past decade, with an average annual return of 12%. <Read Article>
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11/18/08 -Smart Money Fund Screen | Seasoned Managers
By Rob Wherry, Wall Street Journal page D7 |
In a SmartMoney fund screen that looked to identify "seasoned managers who have not only built up good long-term track records but have enjoyed relative success during this trying year", The Westport Fund (WPFRX) managed by Ed Nicklin was listed among the top funds.
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11/2008 - Research Reports - Fund Update Westport Select Cap (WPSCX, WPSRX) Westport Fund (WPFIX, WPFRX)
By Jack Chee, No-Load Fund Analyst page 16 |
Knuth and Nicklin have worked effectively together for many years and their mutual respect allows them to benefit from each other's opinions. Experience is another plus. Knuth has been in business for approximately 45 years, and Nicklin for roughly 25 years.
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09/2008 - And The Winners Are...
By Manuel Schiffres, Kiplinger's Personal Finance page 43 |
Kiplinger's Annual funds review includes a comparison of The Westport Fund Class R shares against other highly ranked mutual funds.
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9/08/08 - Category Kings in 16 Realms
Wall Street Journal page R8 |
The Wall Street Journal's ranking of top-performing funds, includes its ranking of the Westport Fund.
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5/06/08 -Consistent Performers
By Rob Wherry, Wall Street Journal page D3 |
"There are some funds that have been able to stem some of the bleeding, and among these was the Westport Fund. The featured offerings are losing money, but not as much as the broad market. And for a fortunate few, that accomplishment is no fluke. They have managed to produce a smooth run of returns regardless of what the market is throwing at them."
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3/03/08 -Undiscovered Territory -
Six under-the-radar funds that have great potential
By Chuck Jaffe, MarketWatch |
"Westport. A midcap offering with a five-star rating and $56 million in assets, this fund takes a focused-but-flexible approach that sometimes adds to volatility. That
hasn't stopped it from delivering over time..."
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2/25/08 - 2008 All-Stars: Consistency puts these funds on top
USA TODAY's 2008 Mutual Fund All-Stars |
"This little gem deploys a blend of value and growth investing -- what manager Ed Nicklin calls "second-generation value investing." He seeks companies that are cheap, relative to earnings. But he wants earnings to be rising, too. The fund's stocks may take awhile to pay off. When they do, though, they tend to pay off big."
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2/19/08 - Morningstar's Take - Analyst Report on Wesport R
By Michael Breen, Morningstar |
Mr Breen's report on The Westport Fund discusses the fund's performance and compares it to other funds in its Morningstar category.
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1/31/08 - Westport Select Reopens But Waits On Small Caps
Jed Horowitz of DOW JONES NEWSWIRES |
Morningstar Inc. designates Westport Select a contrarian pick..".though 'a relative unkown,' the fund's diversified portfolio and emphasis on safety and other strengths make it hard to bet against despite occasional trying times," the investment research firm says
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1/17/08 - It's Okay to Get Excited about These Fund Reopenings
Paul Herbert, Morningstar.com
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In the “Fund Spy” column, The Westport Select Cap Fund is one of four recently reopened funds recommended by senior fund analyst Paul Herbert.
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