Interview (1011)
Stephen Goddard and his team managing Touchstone’s Mid Cap Fund seek downside protection while taking the approach of a private business owner. Typically they buy stocks that they believe are out of favor and look for value on the balance sheet that can contribute to earnings growth and improved perception
Floating rate loan funds have been around for a while, but only recently offer a daily liquidity. With its large and sophisticated infrastructure, BlackRock has an investment team that analyzes new loans coming to market in a disciplined manner on behalf of its clients.
Putnam Floating Rate Income Fund
The bank loan market has evolved over the past decade. Secured bank loans along with high yields bonds have become a key component in many companies’ capital structures and allow many non-investment grade companies to effectively access the capital markets. Paul D. Scanlon and a team of managers and analysts
Volatile markets and short-term perception of investors in markets create opportunity for long-term investors who are selective in their stock picking. Writing covered call options for companies in portfolio not only creates income but also offers downside protection. Ray DiBernado and his team of analysts look to implement a strategy
Cadence Emerging Companies Fund
Micro cap companies are generally smaller companies that most people have not heard about and are not followed on Wall Street. These small companies with market cap between $80 million and $500 million offer unique growth opportunities when selected based on a disciplined investment process.
RiverNorth Dynamic Buy-Write Fund
Alternative investing has expanded over the years and the covered call or buy-write strategy is by no means new. The RiverNorth Dynamic Buy-Write Fund is unique because the focus is on generating returns by selling the right volatility at the right price, unlike peers who focus on long stock or
Litman Gregory Masters Smaller Companies Fund
Many money managers have highest conviction in less than ten or fifteen names in their portfolio of stocks. Jack Chee and the analyst team at Litman Gregory follow a disciplined process of selecting managers with successful track records and then ask these managers to focus on their few best ideas
Mid cap companies have dual advantage of mature management and financial strength and better opportunities to expand and grow than large cap companies. Brooks Taylor and Kevin Schmitz look for stocks where expectations are low and companies have room for improvements.
Dreyfus Mid Cap Opportunistic Value Fund
Over the past several years, investors and advisors have largely been ignoring U.S. mid cap equities, often at their own peril. It is in this untapped segment of compelling opportunities where David Daglio and his team are finding some of their most promising ideas. They do this through a rigorous
Managers Real Estate Securities Fund
Commercial real estate has historically provided capital preservation and protection from inflation, as well as provided a significant source of yield for investors. This is especially attractive today, given the historically low government bond yields in the market and the resulting thirst for yield globally.
