Westport Select Cap RWPSRX

Morningstar Rating

Fund Research and Analysis

by Michael Breen

Westport Select is a trustworthy option.

Managers Andy Knuth and Ed Nicklin have made a career out of buying leading companies that are temporarily out of favor and holding them for the long haul. They eschew ones with serious problems in favor of those with issues they deem fixable within a few quarters. Read more

Kudos

The fund has two very seasoned comanagers.

The managers have great long-term records.

Good aftertax returns. Read more

Risks

Could be cheaper.

Compact portfolio of 40-50 names can court issue-specific risk. Read more

Strategy

Comanagers Andy Knuth and Ed Nicklin look for stocks trading at modest price multiples relative to their long-term growth prospects. They aren't afraid to invest in companies that are out of favor as long as their long-term business models look strong. Read more

Management

Andy Knuth has been with Westport since the 1980s, serving as comanager at Managers Special Equity Managers MGSEX since 1985. Ed Nicklin had a good record managing Evergreen Growth & Income EVVTX for 10 years before joining Westport in 1997. He also manages Westport Fund WPFRX. Read more

Inside Scoop

This fund's record is strong. Its managers are proven stock-pickers. A patient approach pays off over time. Read more

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