Interview (1011)
Individual investors have only recently been able to take advantage of sustainable returns with low volatility with the advent of Exchange Traded Funds. In response to this growing demand, the management team of the GMG Defensive Beta Fund employs new instruments to lower volatility in their portfolio of core large
Rotations in markets and sentiments tend to create opportunities for disciplined investors who follow a rule-based system. Brad A. Thompson and his team rely on a time-tested model to identify the gathering momentums in securities while following a strict discipline to protect gains and avoid market downturns.
Compass EMP Alternative Strategies Fund
Trends can be especially indicative as long as one can decipher them with the help of a thorough analysis of market history and investor actions in the past. At Compass EMP, Stephen M. Hammers has developed a rules based investing style designed to benefit from low correlation to traditional
PineBridge US Small Cap Growth Fund
Small cap companies are generally below the radar of Wall Street. These companies operate in niche markets and many lead their market segments with a tight focus on products, technologies or services they offer. Jamie Cuellar looks for companies that are experiencing improving business prospects and are also attracting new
Henderson International Opportunities Fund
In addition to proper diversification, investing in international markets calls for a well-balanced distribution of research responsibilities based on local expertise. Iain Clark and his team of portfolio managers on the Henderson International Opportunities Fund scrutinize different regions of the world to select no more than 60 stocks that meet
Companies generating consistent cash flows have a better chance of weathering downturns in the economy. However, investor sentiment can occasionally put these kinds of companies out of favor too. Mark F. Travis, portfolio manager of the Intrepid Capital Fund, invests in stocks and bonds of out-of-favor companies that remain steady
Private Capital Management Value Fund
As industries and economies undergo different cycles, companies face the ever-changing challenges of competition and market environments. While some of these challenges are temporary, others have a lasting impact on the business models of companies. Private Capital Management focuses on identifying out-of-favor companies that are positioned to reward investors in
ASTON Montag & Caldwell Growth Fund
A very appealing feature of large cap stocks is that they provide access to stable customers and hefty financial resources. However, only a select group of companies are better at leveraging these strengths into a combination of sustainable growth and significant value. The ASTON/Montag & Caldwell Growth Fund specializes in
As the world is constantly changing, the nature of investment opportunities keeps evolving too. Investing in themes unrecognized before due to their early stage of development is particularly attractive to long term investors. Jason Sheer and his team at the Roosevelt Multi-Cap Fund select between multiple themes that are secular
Even though traditional balanced funds tend to be divided between stocks and bonds, most of the risks that they carry are still rooted in stocks. With a clear risk-driven approach in place, the portfolio managers of the Presidio Multi Strategy Fund diversify holdings and risk away from the equity market
