Latest Interview Based Profiles (980)

361 Global Long/Short Equity Fund

Investment returns are ultimately dictated both by how much you participate in the upside, and also how much you avoid the downside. Harin de Silva, portfolio manager of the 361 Global Long/Short Equity Fund, follows this principle by using the short portion of his portfolio as a hedge and relying on a systematic investment process that includes daily ranking and risk assessment of each stock.

$630 million

Teucrium Funds

While agricultural commodities represent a huge and important global market, they have been off the radar of investors because of the difficulties trading them. Sal Gilbertie, founder and CEO of Teucrium Funds, has created commodity-specific ETFs, designed to make commodity exposure accessible and mitigates the structural trading hurdles.

$152 million

Villere Balanced Fund

Traditionally balanced funds are diversified among well-known large-cap stocks and U.S. Treasuries, with a more of a risk-averse investment style. Portfolio manager Sandy Villere explains how the Villere Balanced Fund prefers to concentrate on faster-growing stocks trading at reasonable valuations, and diversify in select corporate bonds.

$231 million

Oppenheimer Total Return Bond Fund

Financial markets are inherently fragile and prone to suffering significant declines in times of stress. For Peter Strzalkowski, CFA, portfolio manager of the Oppenheimer Total Return Bond Fund, the primary goals are to protect value, to be negatively correlated to equity markets during large negative drawdowns, and to add steady alpha with minimal risks.

$1.93 billion

Innovation Analysts

February 18, 2019

DWS Capital Growth Fund

Understanding the nature of growth calls for a deeper understanding of businesses, industries and management resources. Sebastian Werner, portfolio manager of the DWS Capital Growth Fund, balances between stable, core growth companies and younger, more disruptive entities with higher upside potential, with the long-term objective to maintain a portfolio diversified across market cap, sectors and growth life cycle stage.

$1.3 billion

Goehring & Rozencwajg Resources Fund

Commodities tend to have long and deep cycles with multi-year implications for investment returns. With that in mind, the portfolio managers of the Goehring & Rozencwajg Resources Fund seek to exploit deep value investment opportunities owing to the team’s original and dedicated research in the sector.

$7 million

Nationwide Bailard Technology & Science Fund

Investing in technology and science requires domain expertise, discipline, and a repeatable method of handling continuous information flow. Looking for winners in any environment, the portfolio managers of Nationwide Bailard Technology & Science Fund utilize a barbell approach of investing in premium growth rising stars and out-of-favor fallen angels. The fund combines systematic quantitative with fundamental methodologies, and works to leverage its Silicon Valley location and open communication company culture.

$121 million

Alger Health Sciences Fund

As one of the largest sectors of the economy, healthcare continues to grow driven by demand and innovation. However, the healthcare space is far from easy to navigate due to its dependence on government regulations, an unavoidable part of innovation. Teresa McRoberts, portfolio manager of the Alger Health Sciences Fund, focuses on key new products and pursues long-term growth, while being cognizant of the idiosyncratic risks in the sector.

$205 million

Wells Fargo Specialized Technology Fund

Managing a tech fund out of San Francisco has indisputable advantages owing to the eco system of information on new advances in technology. At the helm of the Wells Fargo Specialized Technology Fund, Walter Price invests in leaders with a portfolio focused on growth, value and GARP stocks in which the path to profitability is clear and the profit potential is substantial.

$433 million

HSBC Opportunity Fund

While stock prices ultimately follow earnings patterns, that does not necessarily happen in a straightforward way. Rayman Bovell and John Montgomery explain how the HSBC Opportunity Fund invests in companies with underappreciated earnings growth and reasonable valuations. A key differentiator of the fund is its Investment Committee structure, which supports the decision-making process with the help of a fundamental research approach. 

$166 million
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