Centaurus Financial - we invest in your success
CuraDebit Free Debt Analysis
  Home > Financial Services > Mutual Funds > Navellier

Navellier




Louis Navellier has been dedicated to finding and exploiting inefficiencies in the stock market since 1980. Navellier's disciplined process is designed to identify stocks that should contribute significantly to overall portfolio out performance against their standards.
 
The Navellier Mid Cap Growth Portfolio seeks longterm capital appreciation by focusing on fast growing companies that offer innovative products, services, or technologies to a rapidly expanding marketplace. Current income is not a significant factor. These companies are generally in a rapid growth phase, so their stocks tend to fluctuate in value more than most securities. Usually the companies that pass our fundamental screens tend to be special condition or niche companies, which are often leaders in their particular industry. The Portfolio invests primarily in stocks of mid cap sized companies that have a market capitalization of 2 billion dollars to 10 billion dollars. This Portfolio should not be considered suitable for investors seeking current income.
 
The Navellier Mid Cap Growth Portfolio ended 2005 with all four quarters of the year offering positive performance. The performance of mid cap stocks continues to exceed both small and large cap stocks for the most recent quarter and for the year. The Russell Mid Cap Index advanced plus 2.35 percent during the fourth quarter, outperforming the gains of plus1.13 percent for the Russell 2000 Index and plus 2.12 percent for the Russell 1000 Index. For the year, the Russell Mid Cap Index moved higher with a plus 12.65 percent return versus gains of plus 4.55 percent and plus 6.27 percent for the Russell 2000 Index and Russell 1000 Index, respectively. It is possible that such return differences may be signaling that the growth investment style is returning to support. Should that be the case, the implications for the portfolio are exceptionally positive. 

Navellier International Growth Fund in the fourth quarter of 2005 capped an excellent year of double digit returns for the Navellier International Growth Portfolio. The performance this year occurred against a backdrop of devastating hurricanes and other worldwide natural hazard, oil going to record highs, the twin budget and trade deficits in the United States along with a strong showing by the U.S. dollar. In the fourth quarter, the portfolio had strong performance from most of the countries and sectors in which it was invested.

Financial Services Companies all are here at FinancialBrowsers.com

Permission is granted to reproduce this article as long as the above resource paragraph is left intact with active links.

Back to Mutual Funds

 
 
Infinit-i