Latest Interview Based Profiles (993)

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

Principal Real Estate Securities Fund

With decades of experience in real estate, the Principal Real Estate Securities Fund relies on a dedicated and consistent team. Kelly D. Rush, who has managed the fund since inception, believes in diversifying sources of alpha, with security selection being a key factor in this process.

$4.5 billion

American Century Real Estate Fund

Since REITs tend to be less correlated to stocks and bonds than to the fundamentals of the underlying properties, they can serve as a great portfolio diversifier, providing both income and growth. At the helm of the American Century Real Estate Fund, Steve Brown runs a concentrated REIT portfolio driven by fundamental research and key macro trends.

$965 million

PIMCO RealEstateRealReturn Strategy Fund

By investing in REITs and TIPS, the PIMCO RealEstateRealReturn Strategy Fund aims to provide returns and protect against inflationary pressures with a single allocation. Portfolio manager Nicholas Johnson explains how in the long term REITs provide returns that reflect the valuations linked to physical assets while TIPS offer an added layer of inflation protection.

$1.4 billion

Janus Henderson Global Real Estate Fund

Globally listed real estate has many advantages, but it requires an active and selective approach toward equities, properties and markets. Greg Kuhl, portfolio manager of Janus Henderson Global Real Estate Fund, believes in forward-looking analysis, a highly concentrated portfolio of the best ideas, and the flexibility to deviate from the benchmark.

$347 million

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
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