The managers of this fund have a simple mantra. “We like to say, ‘It’s almost all about the price,’” says co-manager Jason Subotky. The fund has two positions that each make up more than 10 percent of its total assets, News Corporation and Pepsi. Subotky says they are diversified companies trading at a good price. Over the past 10 years, the fund has returned an annualized 12 percent.