Latest Interview Based Profiles (1000)

Principal SmallCap Fund

Although financial markets are inherently fragile, companies that provide improving customer experience through positive change are bound to generate wealth for shareholders. Philip Nordhus, portfolio manager of the Principal SmallCap Fund, and a team of analysts look to identify early on companies with such characteristics and with the potential to generate enduring growth rates and profitability.

$700 million

Delaware Smid Cap Growth Fund

As disruptive change can create a new set of winners, shareholders can find it rewarding to invest early in such leaders with long secular trends. Alex Ely, portfolio manager of the Delaware Smid Cap Growth Fund, and a team of analysts follow a disciplined process to identify a list of likely long-term disruption winners for their concentrated portfolio.

$1.8 billion

FAM Dividend Focus Fund

While most dividend strategies focus on the same pool of large-cap companies, the FAM Dividend Focus Fund takes a different approach, with more exposure to the mid-cap space, where companies and dividends tend to grow faster. Running a concentrated portfolio of only about 30 names, fund manager Paul Hogan stresses the importance of selecting competitive, financially sound businesses and holding the winners for the long term.

$454 million

William Blair Large Cap Growth Fund

Managing a concentrated portfolio requires high conviction in the stock selection. James Golan, co-portfolio manager of the William Blair Large Cap Growth Fund, emphasizes quality growth, industry knowledge, and a deep analytical mindset. The fund aims to invest in companies with structural advantages over the next three to five years, identifying industries with secular growth drivers and companies that are expected to lead these industries.

$254 million

TCW Total Return Bond Fund

Investing in mortgage securities is unique because of highly individualized cash flows and risks associated with prepayments. A proper analysis of such securities invariably requires infrastructure as well as professionals with deep knowledge of the investment space. Mitch Flack explains how the portfolio team at the TCW Total Return Bond Fund seeks opportunities on a relative value basis and makes investments based on a framework positioned relative to the index.

$5.83 billion

Pacific Funds Strategic Income Fund

With a focus and expertise in domestic credit markets, Pacific Funds Strategic Income Fund represents a highly selective, multi-sector strategy that invests primarily in high yield bonds, investment grade bonds, and bank loans. Portfolio manager Brian Robertson relies on extensive fundamental research and the experience of his team to run a flexible and diversified best-idea portfolio, designed to perform throughout a cycle.

$735 million

River Canyon Total Return Bond Fund

Investing in securities with staying power over a wide range of economic outcomes is an ambitious goal, but George Jikovski, manager of River Canyon Total Return Bond Fund, believes he has the system, the process, the team and the expertise to pursue it. The fund focuses on the public fixed income securities market, primarily in structured products, to provide relative value and downside protection in –many types of economic scenarios  , while preserving optionality in volatile times.

120 million

Alger SMid Cap Focus Fund

With a high-conviction portfolio of approximately 50 stocks, Matthew Weatherbie, George Dai and Joshua Bennett, managers of Alger SMid Cap Focus Fund, believe they have found the right spot to benefit from diversification, while concentrating on their best ideas. Specializing in smaller cap growth stocks, an under-researched part of the market, the fund is able to uncover growth opportunities early through intense research and a focus on quality.

577.83 million

Wells Fargo Enterprise Fund

Michael Smith, the manager of Wells Fargo Enterprise Fund, believes in the power of long-term compounding. The fund invests only in companies on the right side of change, or businesses that are able to grow through increasing their customer base, their prices or their offering. Focused on stock selection, the team balances between secular and idiosyncratic growth, while being sensitive to risk and aiming at consistency of returns

766 M

Lazard US Realty Equity Portfolio

With high transparency, liquidity and above-average total returns, REITs have a place in every diversified portfolio, according to Jay Leupp, portfolio manager of Lazard US Realty Equity Portfolio. The fund team maintains a concentrated portfolio diversified across property types and regions.

$66 million
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