Latest Q&A Based Profiles ( 14 Interview, 1011 Classes )


Concentrated, high-conviction portfolios require a deep understanding of each investment. For Don Huber, portfolio manager of the Franklin International Growth Fund, fundamental research is of primary importance for his strategy. Relying on experienced analysts to indentify attractive sustainable growth companies, and building a portfolio with low correlation among the holdings,

Pursuing Growth Opportunities in Japan

NA > NA

Date - Jul 7, 2020

Japan has a multitude of globally competitive enterprises and ranks among the leaders in factory automation, robotics, vehicle manufacturing and cosmetics. Yet, when it comes to investing, Japan is largely perceived as a value proposition. Masakazu Takeda, portfolio manager of the Hennessy Japan Fund, explains the reasons for this discrepancy

Diversification through China A-Shares

NA > NA

Date - Jun 6, 2020

Chinese stocks have been on the radar of large investors around the world, but in the past access to these stocks was limited. Presently, A-shares of mainland Chinese companies that offer deep liquidity are already easily available. With the help of Xtrackers Harvest CSI 300 China A-Shares ETF, foreign investors

Global Profit Cycle Hunting

Large-Cap > Growth

OPTIX Date - May 5, 2020

At the helm of the Artisan Global Opportunities Fund, portfolio manager Jim Hamel seeks to build a high-conviction portfolio of quality growth best ideas by investing in global companies with franchise characteristics that are benefiting from accelerating profit cycles and are trading at a discount to private market value. Relying

Active Stock Selection Using Multi-Factor Models

Large-Cap > Growth

OPTFX Date - Apr 4, 2020

The large-cap core space is a key holding for individual investors, often representing 40% of their portfolios. That’s why Pankaj Bhatnagar, manager of DWS Core Equity Fund, believes that his role is to stay true to the benchmark and achieve steady performance in a risk-controlled manner. The fund has low

International Compounders

Small-Cap > Growth

OPOCX Date - Apr 4, 2020

The fragile structure of financial markets often leaves them exposed to unpredictable swings, which at times can be rather extreme. However, a portfolio of financially strong companies with a long-term growth outlook has the potential to position investors for a smoother journey. David Nadel, portfolio manager of the Invesco Oppenheimer

Balancing Investable Growth and Principal Protection

Small-Cap > Value

AASRX Date - Mar 3, 2020

Balance does not mean being conservative. For Thomas Plumb, founder and manager of Plumb Balanced Fund, it means balancing the risk and the return potential by staying true to the asset allocation structure as the best risk control tactic. Identifying significant global trends, the fund invests about 65% of its

Timing Closed-End Fund Discounts for Alpha

Small-Cap > Core

ETMGX Date - Mar 3, 2020

The inherent inefficiency of closed-end funds provides opportunities for RiverNorth, one of the largest institutional investors in the space, to take advantage of discounts, premiums and dislocations. Patrick Galley, portfolio manager of the RiverNorth Core Opportunity Fund, has the flexibility to invest across all asset classes and build a diversified

Seeking the Highest Quality Return Stream

Multi-Cap > Growth

AGFIX Date - Feb 2, 2020

Voya Intermediate Bond Fund runs a highly diversified portfolio, with a minimum of 80% invested in investment grade and the rest of the holdings spread among bank loans, mortgage backed securities and below investment grade bonds. Lead portfolio manager Matt Toms stresses the importance of deep knowledge and collaborative culture

Income Stability with Principal Safety

Large-Cap > Core

AFDRX Date - Jan 1, 2020

Fixed-income managers tend to have a narrow mandate and a clear focus on specific areas. In contrast, Thornburg Limited Term Income Fund covers the entire taxable fixed-income universe to find relative value. Lon Erickson, co-manager of the fund, stresses the importance of risk/reward evaluation within safety of the

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