Latest Q&A Based Profiles ( 1,011 Interview )


Unique and Alternative Data

Multi-Cap > Value

Goldman Sachs International Equity Insights Fund

APHLX

Nov 11, 2017

Investment managers are becoming increasingly capable of processing vast amounts of qualitative and quantitative data with advances in computing technology. Osman Ali, portfolio manager of the GS International Equity Insights Fund, benefits from the consistent input of a dedicated quantitative team in systematically analyzing constantly changing information in order to

Selective and Risk Aware for Long-Term Value

NA > NA

Advisory Research International Small Cap Value Fund

Nov 11, 2017

Most international mutual funds are focused on large-cap companies and global factors, but there are smaller gems in the under-researched international space that are just as attractive. Kevin Ross, portfolio manager of the Advisory Research International Small Cap Value Fund, relies on a structured investment process in discovering undervalued stocks

A Risk-Aware Approach to Bank Loans

NA > NA

Credit Suisse Floating Rate High Income Fund

Nov 11, 2017

While bank loans offer a better position in capital structure, which is attractive to those seeking safety of principal, retail investors rarely have access to bank loan portfolios that offer a different risk-reward profile. John G. Popp, Chief Investment Officer and a portfolio manager of the Credit Suisse Floating Rate

Best Ideas with Contrarian Views

NA > NA

Hartford International Equity Fund

Nov 11, 2017

Not all financial markets are as efficient as the developed U.S. market. For investors with contrarian views and research resources, however, out-of-favor stocks in Canada, Europe, and the Asia-Pacific region can be particularly attractive. Kent Stahl, portfolio manager of the Hartford International Equity Fund, complements the input of a global

Investing in Persistent High Achievers

NA > NA

Guinness Atkinson Dividend Builder Fund

Nov 11, 2017

Established companies generating returns that exceed their cost of capital tend to have anchored business models in a stable customer base, efficient management, and strong balance sheets. Moreover, these businesses are likely to maintain their market dominance and share some of the excess cash flow with investors. Matthew Page, portfolio

Concentrated in High Growth Opportunities

NA > NA

Marsico International Opportunities Fund

Nov 11, 2017

Management quality plays a crucial role when companies are poised to accelerate growth. Robert Susman, co-portfolio manager of the Marsico International Opportunities Fund, and his global team of analysts search for and invest in businesses with highly recurring or subscription-based models as sources of healthy cash flows.

Cost of Capital Beaters

NA > NA

Polaris Global Value Fund

Oct 10, 2017

Companies generating profits exceed their cost of capital, display healthier business profiles, and are also attractive investments, especially if their stocks are out of favor for temporary reasons. Bernard R. Horn, Jr., president of Polaris Capital Management, LLC and portfolio manager of the Polaris Global Value Fund, builds his portfolio

Long-Term Entrepreneurial Visions

Small-Cap > Growth

EntrepreneurShares Global Fund

APDSX

Oct 10, 2017

Visionary entrepreneurial leaders with long-term focus often create wealth for their shareholders through quality products, growth and margin improvements. Joel Shulman, the managing director of EntrepreneurShares Global Fund, applies a bottom-up research process employing a proprietary 15-Factor model across global companies led by visionary leaders. 

Unconstrained in Selection, Not in Risk

Mid-Cap > Value

Voya Strategic Income Opportunities Fund

APDQX

Oct 10, 2017

In the vast global bond markets, different segments have different risk-return profiles. Matthew Toms, portfolio manager of the Voya Strategic Income Opportunities Fund, and a team of researchers select securities that offer superior risk/reward ratios as they allocate capital to fixed-income segments based on rigorous macro economic analysis. 

Sustainable Global Growth Themes

Mid-Cap > Growth

AB Sustainable Global Thematic Fund

APDMX

Oct 10, 2017

For investors with a long-term horizon, growth can come with the added benefit of sustainability, as a growing number of governments and corporations are committing to developing technology and infrastructure in a socially acceptable and environmentally friendlier way. Daniel Roarty, portfolio manager of the AB Sustainable Global Thematic Fund, and