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 |