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Home > Financial Services > Mutual Funds > Jundt
Jundt
Jundt Associates, Inc. was incorporated and became a registered investment adviser in December 1982. Initially, the firm managed large corporate pension plans They currently own stocks like Microsoft, Oracle, Home Depot, XM Satellite Radio, Wal-Mart, Cisco, and Starbucks which have all been growth leaders in their respective industries.
The Group created its first mutual fund, the Jundt Growth Fund. This endeavor has grown into a family of four mutual funds Jundt Growth Fund, Jundt U.S. Emerging Growth Fund, Jundt Opportunity Fund and Jundt Twenty-Five Fund.
The Growth Fund maintains a core portfolio of approximately 30 to 50 securities of primarily medium to large sized American growth companies. In normal market conditions, the Fund will invest at least half of its portfolio in securities of companies with annual revenues over $750 million.
The U.S. Emerging Fund, in normal market conditions, maintains a core portfolio of approximately 30 to 50 securities of primarily emerging growth companies with annual revenues less than $750 million.
The Opportunity Fund, in normal market conditions, emphasizes a core portfolio of approximately 30 to 50 securities of primarily American growth companies, without regard to their size.
The Jundt Twenty-Five Fund, in normal market conditions, maintains a more concentrated portfolio of approximately but not less than, 25 companies of primarily American growth companies, without regard to their size.
Their firm and products possess unique attributes. Their managers focus on growth companies whose ideas and technologies hold the potential to propel them through general macroeconomics ups and downs. From this list of dynamic and innovative U.S. companies they then pick 30-50 of what they believe to be the fastest growing among them.
At Jundt Associates, Inc., change is perceived as an investment opportunity. They believe that the technological revolution has created a new generation of growth companies like software, electronics, telecommunications, and computer networking equipment, biotechnology and health care departments. They are confident that selected companies in these industries have the potential to generate strong returns for investors who are willing to keep their money invested over a long period of time.
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