IN THE NEWS
Washington Post Article on Eric Barden's Management Style
Broader Outlook Aids Texas Capital Fund Adds Large-Caps and Prospers
Eric Barden learned a lesson six years ago, when he ignored the biggest companies and his Texas Capital Value & Growth Fund fell more than 20 percent as U.S. stocks surged. He has trounced the Standard & Poor's 500-stock index ever since.
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Business Week Article on Eric Barden's Quest for Undervalued Growth Stocks
The Sweetest Spots on Earth
Eric Barden of Texas Capital Growth & Value Fund sees more gains ahead for small stocks, European companies, and cyclicals
We're a little bit different from most funds in that we don't restrict ourselves to any one particular area of the investment universe. Our primary job for shareholders is to maximize the risk-adjusted return. If this means that we need to have greater exposure to international stocks or small stocks -- or value, or growth -- then that's what we intend to do.
The first thing we do is try to ascertain where the maximum area of strength is in the market: Where's the sweet spot? Then we put our CFAs to good use and try to identify companies within that area that are trading at an adequate discount to intrinsic value.
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Ticker.com Article on Eric Barden's Investment Philosophy
Different Styles for Different Times
Eric Barden believes that life is too short to fight the market, so he’d rather evaluate the relevance of 50 strategies to the current environment. In essence, the fund aims to develop the optimal company profile for the current market and then looks for the securities reflecting that profile.
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Marketwatch Describes Eric Barden's Go-Anywhere Approach
Going anywhere for growth
Texas Capital fund crosses borders for undervalued stocks
BOSTON (MarketWatch) - Some investors find comfort in the familiar, while others are at home on the range, "We don't really see any merit to limiting our investment universe, so we'll hold large-caps and small-caps, as well as domestic and international stocks," said co-portfolio manager Eric Barden.
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Dallas Morning News Article on Eric Barden
Real money managers offer real investment alternatives
"You don't get paid to be stubborn in this business," Mr. Barden says. What a great mantra.
True to their style of adhering to no particular style, in 2003, they were predominantly in stocks with market capitalizations somewhere south of $500 million. That is not to say they were in so many of the speculative issues chased in 2003, they were just really small companies that typically benefit the most in the early stages of a recovery.
"The smallest tugboats were lifted most by the rising tide that lifted all ships," Mr. Barden said.
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TELEVISION INTERVIEWS
Maria Bartiromo Interviews Eric Barden
Liz Clayman Interviews Eric Barden
Mark Haines and Erin Burnett Interview Eric Barden
Joe Kernan Interviews Eric Barden
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