Fund Comparison
|
 |
Carlson Growth Fund |
Carlson Fixed Income Fund |
|---|---|---|
|
Assets |
Approximately $16 million |
Approximately $19 million |
|
Portfolio Objective |
Total return |
Total return |
|
Benchmark |
Russell 2500 Growth |
Barclays Intermediate Government/Credit |
|
Size of Company |
Small to Mid Cap |
Large |
|
Access to Company Mgmt |
Calls with top management |
Investor relations |
Investment Process
|
 |
Carlson Growth Fund |
Carlson Fixed Income Fund |
|---|---|---|
|
Analysts Cover |
2-3 stocks |
3-4 bonds |
|
Team Organization |
By pitch and industry |
By pitch and by industry |
|
Assigned Mentors |
Yes |
Yes |
|
Models |
FAMOUS |
Build your own |
|
Economic Overlay |
Less important |
Significantly important |
|
Style |
Bottom up |
Top down |
|
Focus |
Company growth |
Cash flow adequacy to service debt |
|
Portfolio Management |
Heavy emphasis |
Heavy emphasis |
|
Trading Frequency |
Approximately twice a month |
Approximately twice a month |