Latest Interview Based Profiles (995)

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

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
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