Excelsior Mid Cap Value & Restructuring (UMVEX)
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average rating: 4.00 / 2 ratings
DESCRIPTION:

Date updated:12-20-2007

This fund was featured in Fortune Magazines 2007 investors guide as one of the 7 funds to own in 2007.

In the Fortune article, the magazine is quoted as saying:

“Change is good, or at least it has been for the owners of the Excelsior Mid Cap Value and Restructuring fund. "The market is reasonably efficient," says co-manager Timothy Evnin, "but it is less good at valuing companies that are going through significant adjustments." That creates fertile ground for Evnin and co-manager John McDermott”

The fund has had annualized returns of 14.88%, 12.70%, and 13.30% for the past 1, 3, and 5 year periods respectively.

As of 10/31/07

symbol name last price % change open
  • +
  • ARA
    Ara
  • $0.00
  • N/A
  • $N/A

No Analysis added

People owning ARA also tend to own: COPMSFTNMXPCUTEVAGEAAPL

TheStreet.com Rating: D What is this?

  • +
  • NE
    Noble Corp (new)
  • $41.70
  • -5.57%
  • $43.95

No Analysis added

People owning NE also tend to own: ADMAIZALLCBCNICOPCSC

TheStreet.com Rating: B What is this?

  • +
  • KMT
    Kennametal Inc
  • $24.26
  • -4.41%
  • $25.15

No Analysis added

People owning KMT also tend to own: AETAIGALTUBBTDDDNAGM

TheStreet.com Rating: C What is this?

  • +
  • HRS
    Harris Cp
  • $43.35
  • -2.69%
  • $44.21

No Analysis added

People owning HRS also tend to own: AAPLCAFCMECNSDGSNXTTASR

TheStreet.com Rating: B What is this?

  • +
  • TPX
    Tempur-pedic Intl
  • $20.88
  • -4.31%
  • $21.64

No Analysis added

People owning TPX also tend to own: BHBCBRWCNSHBPHITKIMHISYS

TheStreet.com Rating: C+ What is this?

  • +
  • SHPGY
    Shire Plc
  • $56.60
  • -1.58%
  • $56.67

No Analysis added

People owning SHPGY also tend to own: ALCEGCMXDAVEKBMINDMIR

TheStreet.com Rating: C+ What is this?

  • +
  • WMB
    Williams Cos
  • $19.82
  • -2.80%
  • $20.27

No Analysis added

People owning WMB also tend to own: AHMAIZALBAMPAVTAXCABBI

TheStreet.com Rating: B- What is this?

  • +
  • DVN
    Devon Energy Cp (
  • $69.17
  • -3.47%
  • $70.88

No Analysis added

People owning DVN also tend to own: ACIAINVANRAPCBBDBTUCHK

TheStreet.com Rating: C- What is this?

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