Interview (1011)
Thornburg International Value Fund
Wendy Trevisani, the co-manager of the Thornburg International Value Fund together with Bill Fries and Lei Wang, runs a focused and, yet, diversified portfolio. With no constraints on industries, capitalization sizes, or geographies, the fund looks anywhere to find value and growth potential, including the emerging markets. Its long-term bias and
AXA Enterprise Mergers & Acquisitions Fund
In a category that is relatively inaccessible to individual investors, such as the booming mergers and acquisitions market, the AXA Enterprise Mergers & Acquisitions Fund emerges as a viable investment option. Focusing both on announced and potential deals in the U.S. and abroad, the fund is generally diversified across approximately 250
Not too many funds dare to combine mutual funds and individual stocks in one portfolio, but the holdings of Rogé Partners Fund are bind together by the idea of investing in great managers and businesses. Utilizing a flexible strategy for exploiting valuation anomalies globally and across all market capitalizations, the manager
Wells Fargo Advantage Asia Pacific Fund
While most investors tend to go with the flow when exploring the Asian markets, the Wells Fargo Advantage Asia Pacific Fund is using every tool at its disposal to get in early on new investment ideas. In order to take advantage of all the opportunities in developed and emerging Asian
Putnam Diversified Income Fund
Using the complexity in the contemporary global fixed income landscape, Putnam Diversified Income Trust looks to build a dynamic pool of income earning strategies. Portfolio manager Bill Kohli and his team of specialists aim at identifying interesting investment strategies and finding a way to reduce the risk of overexposure to
Stock selection is the key to successful investing in the small cap arena where the majority of stocks under-perform the market. Dunham Small Cap Value Fund has a team of six analysts whose job is to identify small cap stocks using a bottom-up fundamental stock selection process that have positive
Many investors try to follow market leadership but few have a long-term, unbiased, and quantitatively derived strategy to do it. Jason Browne, manager of the FundX Upgrader Fund, doesn’t find any value in trying to predict future leadership. Instead, he relies on an internally developed ranking system to capture broad
First American Real Estate Secs Fund
Although John Wenker manages a portfolio that invests only in real estate, his goal is to build a balanced portfolio diversified across property types and driven mainly by stock selection. He believes that the long-term success in the REIT space is driven by industry expertise, a bottom-up approach that requires
A major challenge for financial professionals is satisfying the expectations of a more educated and demanding client base. Advisors want to employ more sophisticated strategies but need to execute them in a simple way. That’s the big picture behind the success of ProShares ETFs. They enable investors to easily hedge or magnify
Through its 5,000-year history of being money gold hasn’t lost its purchasing power. That is why the OCM Gold Fund is predominately looking for un-hedged gold producers in order to give its investors exposure to rising gold prices in a rising gold price environment. Using an active tiered approach, the fund
