Quant Foreign Value OrdQFVOX

Morningstar Rating

Fund Research and Analysis

by Gregg Wolper

Quant Foreign Value's remarkable comeback bolsters its case, but the long term is more important.

In 2007 and 2008, this fund hardly looked like a winner. It suffered a 2% loss in 2007, even as nearly all rivals landed well into the black. Then when Read more

Kudos

Strong long-term record.

Manager doesn't follow crowd and sticks to his discipline.

Low turnover keeps down trading costs. Read more

Risks

Fairly small investment staff could get overstretched if fund attracts a wave of inflows.

Value orientation and tendency to have very small or no stakes in some sectors can leave fund out of step with markets at times. Read more

Strategy

Management uses a quantitative model to rank 24,000 stocks around the world, with free cash flow the most crucial element. The model doesn't make macroeconomic or currency predictions, but currency risk Read more

Management

Bernard R. Horn Jr. has managed this fund since its 1998 inception. He works with a small team of investment professionals at Polaris Capital Management (this fund's subadvisor), including assistant manager Sumanta Biswas. Horn is president and chief Read more

Inside Scoop

This fund combines a quantitative approach with fundamental analysis to pick about 50 stocks from outside the United States. It has a value bent and pays no attention to Read more

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