Newsroom: Articles
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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."
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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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