Interview (1011)
Aston Silvercrest Small Cap Fund
Companies with market capitalization of less than $2 billion can be underfollowed by analysts and investors. Many of these companies are operating in successful niches but earnings at these companies can be volatile. Roger W. Vogel and his team at Silvercrest Asset Management look for companies that are out of
Small-cap companies are under-followed and under-owned. Francis X. Morris and his team have an organized approach to select companies that are in the early part of the product cycle and have a catalyst to generate growth.
The real estate investment trust industry has evolved to almost 10% of total U.S. stock market capitalization in the last two decades. Once a cottage industry with a local focus, it now operates on a global scale.
Schroder International Multi Cap Value
Traditionally fund managers have focused on creating concentrated funds with less than 200 stocks that are weighted to reflect index weights to generate additional returns to indexes. Stephen Kwa and his team at Schroders manage investment strategies that invest in large number of stocks that are unconstrained by market cap
Franklin LifeSmart Retirement Target funds
Target date funds have become a place to start retirement saving for many investors. Franklin Templeton target date funds select from a list of over 50 funds the company manages to provide a diversified portfolio that is appropriate for all investors throughout their pre-retirement years. The managers also take advantage
Tosoro Newfound Tactical Allocation Fund
The Fund is a multi-asset class strategy focusing on investing in four primary economic regimes: Prosperity, Inflation, Recession, and Deflation. The tactical overlay uses relative momentum to target specific regimes as well as attempt to minimize exposure to regimes that may be out of favor.
As more people assume responsibility of managing their retirement accounts, target date funds have become the first stop for many undecided and unprepared investors. Charles Schwab has been managing a target date funds series that prefers to allocate higher amounts to equities in the early part of the glide path,
Dreyfus Global Real Return Fund
A global approach to investing offers a unique perspective and a greater appreciation of broader, long-term themes. Suzanne Hutchins at Newton combines critical analysis, a holistic global approach in asset allocation and securities selection in a fund that seeks to achieve positive inflation-adjusted returns over the longer term.
Gold is familiar to investors for its rare qualities and preferred as a store of value, but investors have been limited in replicating gold bullion returns through financial instruments. Investors have embraced gold exchange traded funds but they come with inherent operating costs, higher capital gains tax cost and limitations
Eaton Vance Richard Bernstein Equity Strategy Fund
Generally fund managers are known for their security selection and generating excess returns to market averages. However, managing risks in the fund is equally or more important for generating long term returns. Richard Bernstein looks for gaps between perception and reality around the world and focuses on macro-economic indicators to
