Breaking News
RH Corp   Adobe   Oxford Ind   Oracle   Dave & Buster   GitLab   GameStop   Limoneira Co   Calavo Growers  


Fund Families



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


Michael T. Buckius

Fund Profile

Equity Ride With Reduced Volatility

Mid-Cap > Growth

Natixis Gateway Fund

FGSIX

Sep 9, 2013

Equity investing is rewarding in the long term but comes with short term volatility that may severely impact overall returns. Michael T. Buckius and a team of managers use a disciplined process that is based on short term options to limit the downside risks.
Paul C. Hogan

Fund Profile

Mid-Cap Dividend Payers

Mid-Cap > Growth

FAM Equity-Income Fund

FGSCX

Sep 9, 2013

Companies with a track record of rising earnings and dividends are attractive to total return oriented investors. Paul Hogan and his team look for companies that have a history of growing dividends and earnings along with balance sheet strength to fund future growth.
John Baur

Fund Profile

Focused on Values in Currencies

Mid-Cap > Growth

Eaton Vance Diversified Currency Fund

FGSAX

Sep 9, 2013

Economic conditions for countries around the world differ and change. Importantly, not all change is linked to the U.S. dollar, the euro and the yen. Investing in currencies offers diversification in portfolios and selecting currencies requires a special focus. John Baur and his team look for relative values in currencies
Thomas Bastian

Fund Profile

Downside Protection and Upside Participation

Multi-Cap > Growth

Invesco Equity and Income Fund

FGROX

Sep 9, 2013

The stock market is often driven by perceptions and expectations. Investors with a long-term outlook can take advantage of companies that are going through a change that is still not visible in financial metrics. Tom Bastian and his team of researchers look for companies that are attractively valued, earning below
George Goudelias

Fund Profile

Relative Values in Senior Secured Loans

Real Estate > NA

RidgeWorth Seix Floating Rate High Income Fund

FGREX

Aug 8, 2013

Leveraged loans are issued by companies that also issue high yield bonds. Investing in high yield requires a deep understanding of a company, the industry, and fixed-income investing. George Goudelias and his team of researchers look for loans issued by large companies that offer strong fundamentals and better downside protection.
Stephen J. Casey

Fund Profile

Relative Values in Floating Rate Loans

Large-Cap > Core

Neuberger Berman Floating Rate Fund

FGRCX

Aug 8, 2013

Investors are increasingly searching for alternatives within fixed income as interest rates are likely to rise in the future and floating rate loans offer attractive characteristics. The Neuberger Berman Floating Rate Income fund is managed by portfolio managers with more than 20 years of experience in the asset class and
Jeff Bakalar

Fund Profile

Pure Play in Bank Loans

Multi-Cap > Growth

ING Senior Income Fund

FGRAX

Aug 8, 2013

Bank loans are a specialized asset class and require an expertise in understanding credit, collateral and loan documentation. Unlike other investment managers, ING has completely segregated its loan investment group from its high yield bond investment group, thereby eliminating any inherent public/private conflict.
J. David Hillmeyer

Fund Profile

Total Returns with Floating Rate Funds

Precious Metals-Minerals > NA

Delaware Diversified Floating Rate Fund

FGPMX

Aug 8, 2013

Floating rate funds invest primarily in bank loans that are below investment grade and have several risks including prepayment and can be illiquid and trade volatile. Delaware Diversified Floating Rate Fund invests across a variety of fixed income securities that offer better protection against credit risks
Tom Ewald

Fund Profile

Dedicated Loan Specialists

NA > NA

Invesco Floating Rate Fund

Jul 7, 2013

Floating rate funds invest in loans that are senior in right of payment to all other debtors and have very little duration risk. At the same time, the loans are to non-investment grade companies and will expose investors to volatility. Tom Ewald is the Senior Portfolio Manager of
Charles Kantor

Fund Profile

Long and Short With Focus on Growing and Protecting Capital

Infrastructure > NA

Neuberger Berman Long Short Fund

FGNCX

Jul 7, 2013

With a low interest rate environment, investors have been in search of alternative ways to generate returns. However, principal protection has been on top of investors’ lists after the Financial Crisis. Charles Kantor and his team focus on generating capital appreciation while also seeking to preserve principal.
< 37 38 39 40 41 42 43 44 45 >