Interview (1011)
Eventide Multi-Asset Income Fund
Companies that create value for shareholders and stakeholders through a socially responsible culture can serve as good long-term investments. Martin Wildy explains how the Eventide Multi-Asset Income Fund seeks income, growth and capital appreciation through a diversified portfolio of values-driven names.
Frost Moderate Allocation Fund
Fully deployed at all times, with a long-term focus and exposure to both equities and fixed income, Frost Moderate Allocation Fund is designed for the moderate risk investor looking for a single-fund solution. Diversification and strategic allocation among multiple asset classes are the key elements of this fund of fund’s
Investors looking for stable returns are generally prepared to give up some of the upside as long as they avoid most of the downside. Bob Zenouzi, portfolio manager of the Delaware Wealth Builder Fund, seeks better downside protection by following a total return approach to investing in growth stocks that
Stocks can potentially deliver gains in the long term as long as investors can stomach extended periods of market declines. However, sometimes investors are too quick to leave markets without benefiting from long-term returns. AdvisorOne CLS Shelter Fund employs a strategy designed to provide downside as well as upside protection,
CAM Broad Market Strategic Income Fund
A large number of fund managers in the fixed-income space tend to change the asset allocation of their portfolios along the yield curve based on expected interest rate movements. Contrary to this common approach, the portfolio managers of the CAM Broad Market Strategic Income Fund prefer to maintain a fixed
Loomis Sayles Strategic Alpha Fund
Most fixed-income funds are managed relative to traditional benchmark and therefore are exposed primarily to risks linked to bond duration. Matt Eagan, co-portfolio manager of the Loomis Sayles Strategic Alpha Fund, describes his approach to investing in fixed-income securities that offer different risk-return profiles and a lesser degree of correlation
Eaton Vance Richard Bernstein All Asset Strategy Fund
Funds invested across multiple asset classes have the potential to provide steadier returns than single-asset portfolios as long as they are truly diversified among non-correlated assets. Richard Bernstein explains how the key driver of performance in the Eaton Vance Richard Bernstein Asset Strategy Fund is asset allocation from a correlation
LoCorr Managed Futures Strategy Fund
Exposure to a single asset class could potentially lead to outsize losses whenever markets remain in a downward trend longer than warranted. Sean Katof explains how the LoCorr Managed Futures Strategy Fund adds a layer of protection from market volatility through the use of a multi-manager managed futures strategy.
First Eagle Global Income Builder Fund
For investors looking to generate consistent total returns, a broad exposure to various asset classes with the potential of stability and long-term capital gains is always a viable option. The portfolio team of the First Eagle Global Income Builder Fund searches for investment opportunities with a long-term global perspective and
Diversification is a common measure against risk and volatility that many investors like to see in their portfolio. Matthew Solomon explains how the New Century Capital Portfolio takes diversified exposure to another level through a fund-of-funds structure with additional layers of risk protection across managers, asset classes and investment themes.
