Interview (1011)
A diversified portfolio of high yield bonds has the potential of offering returns that can rival solid performers in the equity market. Matthew Kennedy, portfolio manager of the Rainier High Yield Fund, combines a disciplined overlay of risk management with a careful selection of bonds issued by companies with trustworthy
Alpine Ultra Short Tax Optimized Income Fund
With interest rates at historic lows and global markets ridden with heightened volatility, fixed-income fund managers are increasingly facing the challenge to find debt securities that are likely to generate better-than-average returns. At Alpine Funds, Steven C. Shachat looks for short-term debt that combines safety in principal with attractive valuation
Investing in high yield bonds can be especially rewarding if the economy is growing moderately while the default rate is low. Brendan White, portfolio manager of the Touchstone High Yield Fund, explains how the proper selection of sectors and companies with appropriate capital structures translates into an attractive risk-reward ratio
When looking for steady returns in fixed income, investors can find out that they are still exposed to market losses and volatility. At the BMO Short-Term Income Fund, portfolio manager Vincent S. Russo and his team utilize a careful selection strategy with macro and micro criteria for their diversified portfolio
Investing in global markets requires a disciplined approach to selecting regions in addition to a careful stock selection process. Matthew B. Paschke, portfolio manager of the Leuthold Global Fund, believes in picking a basket of stocks in uptrend from globally represented groups that are clearly defined by proprietary models. The
Snow Capital Small Cap Value Fund
When unfavorable developments of temporary character are coupled with lack of analyst coverage of a small company, the markets are likely to respond with a mispriced evaluation of the stock’s true merit. The portfolio management team of the Snow Capital Small Cap Value Fund blends proprietary screening methodologies with modern
Oberweis International Opportunities Fund
If domestic small companies are not well followed by investors or promoted by Wall Street, the coverage gets even thinner on the international scene. Ralf A. Scherschmidt and his team of analysts unearth companies undergoing changes in their business models or business environments. The Oberweis International Opportunities Fund prefers to
Long-term investing often relies on patience and a keen eye for businesses with innate earnings power. G. Russell Croft and his team at the Croft Value Fund show interest in out-of-favor companies with good business prospects that are poised to regain their momentum.
PowerShares DB Inflation Deflation ETNs
Investors have very few choices when it comes to getting direct exposure to inflation movements. Martin Kremenstein explains how the newly launched PowerShares DB US Inflation Exchange Traded Notes and PowerShares DB US Deflation Exchange Traded Notes provide a direct exposure to both rising inflation and falling inflation.
William Blair Mid Cap Growth Fund
What makes investing in midcaps especially lucrative is the prospect of growth for years to come that many companies in this sector possess. What is more, they also have the financial wherewithal to realize this potential. Robert C. Lanphier and David Ricci, portfolio managers of the William Blair Mid Cap
