The links shown below that provide insight into the operation of the firm and how we approach our task of investing the capital that is entrusted to us.
| 11/16/11 |
TheStreet.com 10 Best Mutual Funds for 2012 by Kevin Baker: "The Street.com Ratings reviews the risk-adjusted return performance of around 25,000 funds every month..." |
| 9/20/11 |
TheStreet.com Crumbling Stock Market Reveals Value Picks "The stockmarket has tumbled this year on debt woes and recession worries, but risk averse funds like the Appleseed Fund have helped to shield investors." |
| 9/13/11 |
Marketwatch The Fund That Escaped the Bank Meltdown “The fund has had a terrific record since launching in late 2006: it’s up 40%, while the S&P is barely level, even including dividends.” |
| 8/22/11 |
Morningstar How One Fund Played Defense After the Downgrade by Russel Kinnel: "The markets went haywire after the downgrade. What did you do during that week of wild swings? Were you buying bargains or waiting for the dust to settle?" |
| 7/25/11 |
New Jersey News Room Ten Good Reasons to buy the Appleseed Fund by Warren Boroson: amp; "Here are 10 reasons why I'm buying shares of the Appleseed Fund..." |
| 4/04/11 |
Wall Street Transcript "Value Creation Through Sustainable Investing" For any company to go into our portfolio the stock has to pass two criteria. First, it has to pass our strict value criteria, which means there has to be at least a 50% upside between the current stock price and our own independent estimate of intrinsic value. |
| 3/31/11 |
U.S. NEWS "Appleseed Fund Receives Glowing Review from U.S. News" Although it launched in December 2006, not long before the market meltdown, the fund demonstrated a defensive posture early on by losing just half of what other mid-cap value funds lost to the market swoon of 2008. The fund turned heads again in 2009 when it returned a hefty 60 percent, compared with an average 34 percent gain among peers. |
| 10/30/10 |
THESTREET.COM "Appleseed Fund Goes Bargain Hunting" by Stan Luxenberg "Because it follows an unusual investment strategy, Appleseed has a low correlation with the S&P 500. That makes the fund an intriguing choice to diversify a portfolio." |
| 7/9/10 |
U.S. NEWS AND WORLD REPORT "Wall Street Banks: Too Big to... Invest In" by Rob Silverblatt "Even as socially responsible investing gains traction in the marketplace, common wisdom still dictates that funds that tie their hands by mixing ethics with financial decisions will often have to accept lower returns. Appleseed, however, has managed to shatter that perception: Over the trailing three-year period (through June 30, 2010), it has outperformed the S&P 500 by a stunning 13.3% per year." |
| 7/8/10 |
HUFFINGTON POST "Mutual Fund To No Longer Invest In 'Too Big to Fail' Banks" by Shahien Nasiripour "A top-ranked mutual fund will no longer invest in 'Too Big To Fail' banks, announcing Thursday it would extend a prohibition already in place against tobacco firms and pornography distributors to banks like Citigroup and Goldman Sachs Group." |
| 5/10/10 |
BARRON'S "A Value Fund with Values" by Karen Hube "Appleseed is not only the top-ranked socially responsible fund over the past three years; it is also the top performer in the entire mid-cap value stock category for the three years ended April 30." |
| 2/23/10 |
KIPLINGER "A Superb Socially Responsible Fund" by Steven Goldberg "Appleseed Fund has shined during the bear market – and the rebound." |
| 1/14/10 |
MARKETWATCH "Stock Funds Still Below Pre-Crash Levels" by Sam Mamudi "The top performing stock fund (among 2,301 mutual funds) with more than $100 million over the two years through Dec. 31, according to Morningstar, was Appleseed Fund, which had two-year annualized return of 14.5%." |
| 1/8/10 |
MORNINGSTAR "Four Different Paths to Great 2009 Returns" by David Kathman "Some managers performed well despite shunning the market’s hottest sectors." |
| 11/16/09 |
MOTLEY FOOL "Exciting Young Funds Buck the Trend" by Selena Maranjian "The Appleseed Fund is interesting in several respects..." |
| 10/05/09 |
JUMP.COM "Green and Financial Values" "Through a team-oriented approach, the Fund scours a limited universe of stocks to find the ones that meet its fundamental, valuation, and sustainability criteria." |
| FALL 09 |
GREEN MONEY JOURNAL "Appleseed Fund: A Value-Oriented SRI Approach" "We believe that combining the disciplines of value-investing and SRI investing makes enormous sense for investors." |
| JULY 09 |
ABOUT.COM "The Appleseed Fund Begins to Sprout" by William Donovan "When the financial services sector collapsed in 2008 and dragged many portfolios down with it, the Appleseed Fund, a mid-cap value fund with $27 million in assets, was benefiting from being in financials." |
| 06/10/09 |
MARKETWATCH "Putting Down Roots" by William Spain "The fund manager and his team uncover investments through a focused screening process that highlights socially and environmentally responsible firms. The highly selective approach factors in both positive and negative attributes of a company, and layers on their own idea of what a stock could be worth." |
| 06/01/09 |
MORNINGSTAR ADVISOR "Appleseed Fund" by Ilana Polyak "Investors have come to expect certain things of the companies in socially responsible portfolios: Strong environmental stewardship, fair working conditions, and conflict-free materials sourcing are just some of the biggies. But low price/sales ratios and copious free cash flow? Not so much." |
| 05/22/09 |
MORNINGSTAR "A Different Apple in the SRI Orchard [video]" by Michael Breen "Unlike many socially responsible funds, Appleseed follows a value strategy and has uncovered some interesting stock ideas." |
| MAR 09 |
THESTREET.COM "Appleseed Fund Plucks Cheap Stocks" [article] [video] by Gregg Greenberg "Strauss looks for undervalued companies that emphasize human rights, environmental conservation, and community investing. His mid-cap value fund, named after the famed apple entrepreneur, shuns tobacco, gambling, alcohol, pornography, and weapons stocks." |
| FEB 09 |
INVESTMENT ADVISOR "Wisdom, Not Necessarily Conventional: SRI Principles and a value orientation can be a winning combination" by Robert E. Keane "Research has shown that both value and SRI investing outperform the overall market." |
| 11/17/08 |
SOCIAL FUNDS "SRI Funds Post Losses, But Hold Their Own in Relative Performance" by Robert Kropp "Over the last year, the Appleseed Fund, a midcap value fund that manages $10 million in assets, has outperformed all other SRI funds in the domestic equity category." |
| 11/27/07 |
MORNINGSTAR "Innovative Fund Looks to Johnny Appleseed for Inspiration" by Anne Moore Odell "The Appleseed Fund’s portfolio managers are guided by four principles: disciplined value investing, socially responsible investing, low shareholder expenses, and portfolio manger ownership." |