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The investment seeks long-term growth of capital. The fund invests substantially all of the fund's net assets in common stocks. Under normal circumstances, the Adviser invests at least 80% of the fund's assets in common stocks and other equity securities of mid-sized companies (the "80% Policy"). During the investment selection process, the Adviser performs fundamental and quantitative analysis on each company and utilizes the rankings of companies by the Value Line Timeliness™ Ranking System (the "Ranking System") to assist in selecting securities for purchase.
Name | Title | Since | Until |
---|---|---|---|
Mitchell Appel | - | 2024 | Now |
Stephen E. Grant | Portfolio Manager | 2009 | Now |
Biography | Mr. Grant has been a portfolio manager with EULAV Asset Management or its predecessor since 1991. | ||
Kathleen A. Bramlage | Portfolio Manager | 2006 | 2009 |
Biography | Bramlage is a portfolio manager with Value Line, she has been a portfolio manager with the Adviser since June 2005. From1999 to 2005, she was an analyst (part-time) with Loop Capital Markets, LLC. | ||
Bradley Brooks | Portfolio Manager | 2005 | 2008 |
Biography | Brooks has been a portfolio manager with Value Line. | ||
John D. Dempsey | - | 2005 | 2005 |
Biography | John Dempsey is a portfolio manager for Columbia Threadneedle Investments. He joined Columbia Threadneedle Investments in 2015 as a portfolio manager on the Short Duration & Stable Value Team specializing in corporate and government bonds. Mr. Dempsey has managed fixed income corporate bonds since 1998. Previously he was a portfolio manager and high yield trader at Genworth Financial, director of corporate credit research at Prime Advisors and corporate credit analyst at GE Financial Assurance. Mr. Dempsey received a B.S. in Finance with a minor in Economics from the University of Oregon. He is a member of the CFA Society Seattle and holds the Chartered Financial Analyst ® designation. | ||
Management Team | - | 1990 | 2005 |
Biography | Team Managed |
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