Latest Interview Based Profiles (986)

Virtus Duff & Phelps Global Real Estate Securities Fund

Real estate investments require patience given the multi-year nature of opportunities, according to Frank Haggerty, portfolio manager of the Virtus Duff & Phelps Global Real Estate Securities Fund. With a consistent approach to security selection, a structured process and an experienced team, the fund focuses on companies with above-average cash flow and dividend growth, superior return on invested capital, growth-supportive balance sheets and reasonable valuations.

$212 million

Mount Lucas U.S. Focused Equity Fund

In the current age of real-time digital feeds, there is no such thing as an information advantage, according to Timothy Rudderow, portfolio manager of the Mount Lucas U.S. Focused Equity Fund. Instead of looking for an information edge, the fund team explores opportunities created by behavioral biases, relying on a structured process and a quantitative model to generate alpha.

$13 million

Voya Securitized Credit Fund

Recognizing that securitized credit markets can and do rapidly change, Dave S. Goodson, portfolio manager of Voya Securitized Credit Fund, stresses the importance of a dynamic approach, nimbleness and diversification to generate steady returns through the cycle. Investing across the entire spectrum of securitized credit, the fund relies on its long-term team expertise, on balancing the top-down and bottom-up perspectives, and on keeping risk management at the forefront.

$539 million

Cohen & Steers Real Estate Securities Fund

Real estate securities ultimately track the private real estate market, according to Jason Yablon, portfolio manager of the Cohen & Steers Real Estate Securities Fund. With this premise in mind, the portfolio team keeps a steady focus on real estate fundamentals and relies on thorough research of each market and property type, while taking into account the big picture.

$5.2 billion

Eaton Vance Real Estate Fund

Investing in real estate offers three key advantages – non-correlated asset, inflation hedge and dividend yield. For three decades, Scott Craig, portfolio manager of the Eaton Vance Real Estate Fund, has been investing in commercial real estate with a focus on higher-quality companies with capable management teams and attractive valuations.

$50 million

Manning & Napier Real Estate Series Fund

Well-positioned real estate can be a reliable cash-generating asset that ensures predictability over a period of time. Michael Magiera, portfolio manager of the Manning & Napier Real Estate Series Fund, focuses on understanding the long-term, free cash-flow generating capabilities of investments, their quality and valuations. The fund assesses the entire spectrum of real estate to find the right opportunities for earning risk-adjusted returns.

$295 million

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
1 2 3 4 5 6 7 8 9 ... 98 99