Interview (1011)
Executives at companies are privy to information from the day-to-day operations that may have impact on the company’s immediate future and its stock price. With the recent changes in insider regulatory filing requirements, outside investors learn of insider activity in less than two days compared to as many as 90
Delaware Global Real Estate Opportunities Fund
The real estate industry has transitioned to a much larger and global scale after the advent of securitization and the formation of the REIT structure. However, REITs are just as dependent on access to capital markets as local supply and demand factors. Bob Zenouzi and his team at Delaware Investments
RidgeWorth Mid-Cap Value Equity Fund
Mid cap companies offer the stability of large companies and the information opportunity of smaller cap companies. Especially, companies that pay regular dividends also bring additional financial discipline which is lacking in general. Don Wordell and his team research companies that are trading at their low end of expectations based
Market conditions for investors can vary from favorable to hostile and all stops in between. Investors want to participate as much as possible in the upside and limit or avoid the down phases that inevitably follow. The Stadion Tactical Growth Fund is designed to benefit from rising markets and limit
Hennessy Gas Utility Index Fund
Natural gas is the cleanest of all fossil fuels (vs. coal and oil) and is the fuel of choice for residential heating, cooking and base loaded electricity generation. With ample supplies and stable prices, investment capital is being spent on developing new uses for natural gas that should result in
William Blair Global Small Cap Growth Fund
Companies with durable business franchises generally offer better investment opportunity for long-term investors. Quality growth companies with durable business models have the capacity to deliver earnings growth over a longer time period than the market can estimate. Andrew G. Flynn and Matthew A. Litfin, portfolio managers of the William Blair
Invesco Long-Short Equity Fund
Long/Short funds are now available to individual investors through mutual funds. Invesco Long/Short Equity Fund is managed by a team of managers who follow proprietary models and select a balance of longs and shorts, industry allocation and market exposure.
Real assets offer a way to expand portfolio diversification. These assets come in wide varieties and demand expertise to invest. Edward L. Campbell and his team bring deep expertise in dynamically selecting these assets in various market environments to generate superior returns to broader market averages.
Clearbridge Special Investment Trust
Investors often focus on immediate problems faced by companies and lose sight of the long-term horizon, especially in the small-cap segment of the market. Often stock prices swing from one extreme of exuberance to the other extreme of pessimism. However, company valuations do not change that often. Albert Grosman and
PNC Multi-Factor Small Cap Core Fund
Small cap companies are known for their growth potential but risks abound. Hitesh C. Patel and Paul Kleinaitis follow a systemic investment process with proprietary factors that are based on business fundamentals, valuation and investor envelop.
