Presentations (2872)
FACT SHEET BARROW VALUE OPPORTUNITY FUND FUNDS Value Principles l Private Equity Perspective Barrow Value Opportunity Fund (BALIX) December 31, 2016 Objective Barrow Value Opportunity disciplined investment in high-quality, undervalued companies has the Fund Barrow believes that The Barrow Value Opportunity Fund is a U.S. all-cap equity strategy that seeks to generate long-term capital...
BARROW FUNDS Value Principles ï¬ Private Equity Perspective The Barrow Funds Team Nicholas Chermayeff Principal Quality Meets Value 25 years of industry experience Report Card BA Harvard College December 2016 Robert F. Greenhill, Jr. Principal Picture This… 26 years of industry experience Imagine if you could buy, at a significant discount to its...
Commentary BARROW October 2016 FUNDS Barrow Street Advisors Leadership Nicholas Chermayeff Principal 25 years of industry experience BA Harvard College Robert F. Greenhill, Jr. Principal 26 years of industry experience BA Harvard College MBA Harvard Business School David R. Bechtel Principal 26 years of industry experience BA Yale University JD Stanford Law...
Click here for the Barrow Funds website BARROW DASHBOARD BARROW FUNDS l Samsung Private Equity Perspective Apple All others Food For Thought Value Principles November 2016 General Information Tickers BALIX - Barrow Value Opportunity Fund BFSLX - Barrow Long/Short Opportunity Fund Phone: (203) 391-6100 Q3 ‘16 244.9m 45.5m 72.5m barrowfunds.com info@barrowfunds.com Barrow...
Click here for the Barrow Funds website BARROW DASHBOARD BARROW Self-driving cars are on their way FUNDS Value Principles l December 2016 SAE class* Year Availability of self-driving cars Private Equity Perspective Food For Thought General Information Tickers BALIX - Barrow Value Opportunity Fund BFSLX - Barrow Long/Short Opportunity Fund Phone: (203) 391-6100 barrowfunds.com Total...
BARROW DASHBOARD Click here for the Barrow Funds website January 2017 WHO OWNS THE WEST? BARROW Federal Land as a Percentage of Total State Land Area FUNDS l Private Equity Perspective Food For Thought Value Principles General Information Tickers BALIX - Barrow Value Opportunity Fund BFSLX - Barrow Long/Short Opportunity Fund Phone: (203)...
BARROW Insights FUNDS Value Principles ï¬ Private Equity Perspective Barrow All-Cap Core Fund Institutional Class: BALIX Investor Class: BALAX Barrow All-Cap Long/Short Fund Institutional Class: BFSLX Investor Class: BFLSX Portfolio Managers Nicholas Chermayeff Principal 1 years of industry 2 experience BA Harvard College Robert F. Greenhill, Jr. Principal 2 years of...
The Quest for Yield The Case for Non-Investment Grade Credit ARTISAN PARTNERS Insights The Quest for Yield For the past several years, the investment landscape has been In 2016, the Bank of Japan announced it was introducing negative interest characterized by low interest rates and low yields. The quest for rates on reserves. Not to be outdone, the ECB surprised markets with an yield has...
Artisan Partners Credit Team Investment Philosophy and Process Artisan High Income Fund 90 150 Analysts: Joanna L. Booth, CFA 60 120 John T. Basler, CFA Joseph G. Dawson, CFA Bryan C. Krug, CFA Portfolio Manager Scott J. Duba, CFA Scott P. Baker 30 W West (-) Our team was built from scratch to best 0 our investment philosophy suit and process. 90 Artisan Partners Credit Team Our...
Statistics Supplement 31 December 2016 Artisan High Income Fund This material must be preceded or accompanied by a current Artisan Partners Funds prospectus. View a prospectus or summary prospectus. Sector Diversification (% of total fixed income securities) Automotive Banking Basic Industry Capital Goods Consumer Goods Energy Financial Services Health Care Insurance Leisure Media Real...
MONTHLY Artisan High Income Fund Commentary Investor Class: ARTFX | Advisor Class: APDFX As of 31 December 2016 Portfolio Details Commentary Non-investment grade markets capped off a strong year with solid gains in December as high yield bond spreads continued to compress. High yield bonds were up 1.97% (BAML Index), while leveraged loans (JP Morgan Leveraged Loan Index) gained 1.15%....
QUARTERLY Artisan High Income Fund Fact Sheet Investor Class: ARTFX | Advisor Class: APDFX As of 31 December 2016 Portfolio Details Investment Process Highlights Net Asset Value (NAV) The investment team seeks to invest in issuers with high-quality business models that have compelling risk-adjusted return characteristics. The team will invest primarily in non-investment grade corporate...
Thornburg Investment Management
3rd Quarter 2016 Portfolio Manager Commentary Thornburg Better World International Fund As this is the fund’s first anniversary, we believe it fitting to begin with r ­eintroducing who we are and what we do. Better World International Fund seeks attractively priced stocks of quality companies that have sustainable business models and compelling growth prospects and, critically,...
Thornburg Investment Management
Sustainable Investing as Performance Investing Rolf Kelly, cfa | Portfolio Manager January 2016 (updated May 2016) How does a best-in-class, publicly traded company that incorporates high standards for its environmental impact, social values, and corporate governance generate meaningful returns for its shareholders? By doing just that. Executive Summary • The reputation of...
Thornburg Investment Management
ESG Momentum Stocks: Sustainable Investing’s Diamonds in the Rough Rolf Kelly, cfa | Portfolio Manager Charles Roth | Global Markets Editor September 2016 One of the challenges that confronts retirees and their advisors is how to prevent having to sell their hard-earned retirement assets at the wrong time. We have all heard the age-old investment adage “Buy Low and Sell...
