Interview (1011)
Equity investing is rewarding in the long term but comes with short term volatility that may severely impact overall returns. Michael T. Buckius and a team of managers use a disciplined process that is based on short term options to limit the downside risks.
Companies with a track record of rising earnings and dividends are attractive to total return oriented investors. Paul Hogan and his team look for companies that have a history of growing dividends and earnings along with balance sheet strength to fund future growth.
Eaton Vance Diversified Currency Fund
Economic conditions for countries around the world differ and change. Importantly, not all change is linked to the U.S. dollar, the euro and the yen. Investing in currencies offers diversification in portfolios and selecting currencies requires a special focus. John Baur and his team look for relative values in currencies
Invesco Equity and Income Fund
The stock market is often driven by perceptions and expectations. Investors with a long-term outlook can take advantage of companies that are going through a change that is still not visible in financial metrics. Tom Bastian and his team of researchers look for companies that are attractively valued, earning below
RidgeWorth Seix Floating Rate High Income Fund
Leveraged loans are issued by companies that also issue high yield bonds. Investing in high yield requires a deep understanding of a company, the industry, and fixed-income investing. George Goudelias and his team of researchers look for loans issued by large companies that offer strong fundamentals and better downside protection.
Neuberger Berman Floating Rate Fund
Investors are increasingly searching for alternatives within fixed income as interest rates are likely to rise in the future and floating rate loans offer attractive characteristics. The Neuberger Berman Floating Rate Income fund is managed by portfolio managers with more than 20 years of experience in the asset class and
Bank loans are a specialized asset class and require an expertise in understanding credit, collateral and loan documentation. Unlike other investment managers, ING has completely segregated its loan investment group from its high yield bond investment group, thereby eliminating any inherent public/private conflict.
Delaware Diversified Floating Rate Fund
Floating rate funds invest primarily in bank loans that are below investment grade and have several risks including prepayment and can be illiquid and trade volatile. Delaware Diversified Floating Rate Fund invests across a variety of fixed income securities that offer better protection against credit risks
Floating rate funds invest in loans that are senior in right of payment to all other debtors and have very little duration risk. At the same time, the loans are to non-investment grade companies and will expose investors to volatility. Tom Ewald is the Senior Portfolio Manager of
Neuberger Berman Long Short Fund
With a low interest rate environment, investors have been in search of alternative ways to generate returns. However, principal protection has been on top of investors’ lists after the Financial Crisis. Charles Kantor and his team focus on generating capital appreciation while also seeking to preserve principal.
