Interview (1011)
MainStay Epoch Global Choice Fund
Finding investable companies is hard enough in any one region of the world, and doing it around the globe calls for a rigorous process and strict discipline. William J Booth, portfolio manager of the MainStay Epoch Global Choice Fund, and his team of analysts look for companies with operations generating
Thornburg Global Opportunities Fund
Businesses with a stable customer base and strong management are particularly attractive to investors when they are trading at a reasonable price. Vinson Walden, co-portfolio manager of the Thornburg Global Opportunities Fund, and his team follow a strict discipline in looking for these attractive stocks of superior businesses around the
Investors are not always patient when companies are riding along the ups and downs of business cycles. However, a disciplined approach to investing in out-of-favor companies undergoing temporary issues can be quite rewarding. Chad Baumler, portfolio manager of the Nuance Mid Cap Value Fund, relies on a five-step process in
Delaware Diversified Income Fund
In an investment universe as broad and diversified as the global bond market, disciplined and well-prepared investors can choose from a broad array of opportunities. Macquarie Investment Management portfolio manager Paul Grillo and his team take a flexible approach managing the Delaware Diversified Income Fund by identifying opportunities with attractive
Stable companies with consistent financial performance demand and win special attention from investors. However, at times the market perception of a quality company can deviate from its intrinsic value. Brian Kute, portfolio manager of the Johnson Opportunity Fund, seeks to reap the benefits from such consistent growers with a patient
Great managers bring a clear vision and create a lasting management culture that empowers employees, generates customer loyalty, and sustains superior financial performance. For Russ Piazza, portfolio manager of the Tarkio Fund, such businesses have the potential to create long-term wealth for investors with a steady focus on quality and
Braddock Multi-Strategy Income Fund
Asset-backed securities, including mortgage-backed securities, are a special area of the fixed-income space that demands specialized knowledge and experience in credit markets and the economy. Garrett Tripp, portfolio manager of the Braddock Multi-Strategy Income Fund, relies on a flexible and opportunistic approach to find securities that offer the best risk-reward
Mid-cap stocks offer two attractive features to investors: financial stability and flexible management to harvest the growth that lies ahead. However, these companies, too, fall out of favor as businesses go through the downs of the business cycle before they recover. Bob Meeder, President and CEO of Meeder Investment Management,
First Investors Opportunity Fund
Investing in well-established companies with growth characteristics tends to provide added value when the purchased stocks, or their sectors, are suffering from temporary problems. Steven Hill and Edwin Miska explain how the core strategy behind the First Investors Opportunity Fund blends a bottom-up selection process with a catalyst-driven approach to
Nuveen Santa Barbara Dividend Growth Fund
Since companies committed to paying dividends operate under stricter financial discipline, as a group they tend to deliver stable performance. The Nuveen Santa Barbara Dividend Growth Fund focuses on investing in businesses with growing cash flow and rising dividends, which are likely to do better in challenging economic environments.
