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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. 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 equity securities for purchase or sale. The Adviser may sell securities for a variety of reasons, including when a company's business fundamentals deteriorate or a company's valuation has become less attractive in relationship to the company's future growth prospects.
Name | Title | Since | Until |
---|---|---|---|
Stephen E. Grant | Portfolio Manager | 2009 | 2022 |
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 | 2006 |
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. |
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