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The 10 Best Investments for the Next 10 Years

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The Best Investments for the Next Decade: Paradigm Micro-Cap Fund (PVIVX)

The Best Investments for the Next Decade: Paradigm Micro-Cap Fund (PVIVX)
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If you’re going to invest in actively managed mutual funds, it’s my opinion that you’re best off seeking out funds whose holdings are in smaller companies where hands-on management might be able to make a difference, unlike large-cap stocks that are covered by the entire universe of stock analysts.

A small fund in a sea of large ones is the Paradigm Micro-Cap Fund (MUTF:PVIVX), operated by a mother-and-daughter investment team from Albany, New York, who opened the fund back in January 2008. Today, it has $41 million in assets under management and is routinely at the top of the Morningstar performance charts.

Top holdings include the likes of Extreme Networks, Inc (NASDAQ:EXTR) and Oclaro, Inc. (NASDAQ:OCLR). Honestly, unless you follow small- and micro-cap stocks carefully, you probably won’t be familiar with many of the stocks in this fund.

That’s OK.

Candace King Weir (mother) and Amanda Weir (daughter) — thought to be the only mother-and-daughter team in the mutual fund business — get paid handsomely (MER of 1.25%) to follow micro-caps for you. And delivered nicely for their clients. Since inception, Paradigm Micro-Cap has delivered an annualized total return of 8.2% (as of March 31, 2017) — 124 basis points greater than the Russell Microcap Index.

Who said women don’t know how to invest? Not me, that’s far darn sure.

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