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Fund Families



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


Stephen M. Goddard

Fund Profile

Higher Highs with Limited Downside

NA > NA

Touchstone Mid Cap Fund

Jul 7, 2013

Stephen Goddard and his team managing Touchstone’s Mid Cap Fund seek downside protection while taking the approach of a private business owner. Typically they buy stocks that they believe are out of favor and look for value on the balance sheet that can contribute to earnings growth and improved perception
Leland Hart

Fund Profile

Selective Floating Rate Loans

NA > NA

BlackRock Floating Rate Fund

FGIZX

Jul 7, 2013

Floating rate loan funds have been around for a while, but only recently offer a daily liquidity. With its large and sophisticated infrastructure, BlackRock has an investment team that analyzes new loans coming to market in a disciplined manner on behalf of its clients.

Paul D. Scanlon

Fund Profile

Finding Opportunities in Larger Floating Rate Loans

Infrastructure > NA

Putnam Floating Rate Income Fund

FGIYX

Jul 7, 2013

The bank loan market has evolved over the past decade. Secured bank loans along with high yields bonds have become a key component in many companies’ capital structures and allow many non-investment grade companies to effectively access the capital markets. Paul D. Scanlon and a team of managers and analysts
Ray DiBernardo

Fund Profile

Alpha Through Covered Calls

Infrastructure > NA

Madison Equity Income Fund

FGIWX

Jul 7, 2013

Volatile markets and short-term perception of investors in markets create opportunity for long-term investors who are selective in their stock picking. Writing covered call options for companies in portfolio not only creates income but also offers downside protection. Ray DiBernado and his team of analysts look to implement a strategy
Michael J. Skillman

Fund Profile

Underfollowed Micro Caps

NA > NA

Cadence Emerging Companies Fund

FGIUX

Jul 7, 2013

Micro cap companies are generally smaller companies that most people have not heard about and are not followed on Wall Street. These small companies with market cap between $80 million and $500 million offer unique growth opportunities when selected based on a disciplined investment process.
Eric Metz

Fund Profile

Volatility Profits

NA > NA

RiverNorth Dynamic Buy-Write Fund

FGITX

Jun 6, 2013

Alternative investing has expanded over the years and the covered call or buy-write strategy is by no means new. The RiverNorth Dynamic Buy-Write Fund is unique because the focus is on generating returns by selling the right volatility at the right price, unlike peers who focus on long stock or
Jack Chee

Fund Profile

Pickers of Stock Pickers

NA > NA

Litman Gregory Masters Smaller Companies Fund

FGIRX

Jun 6, 2013

Many money managers have highest conviction in less than ten or fifteen names in their portfolio of stocks. Jack Chee and the analyst team at Litman Gregory follow a disciplined process of selecting managers with successful track records and then ask these managers to focus on their few best ideas
Brooks Taylor

Fund Profile

Quality Mid Caps

Large-Cap > Core

MFS Mid Cap Value Fund

FGIQX

Jun 6, 2013

Mid cap companies have dual advantage of mature management and financial strength and better opportunities to expand and grow than large cap companies. Brooks Taylor and Kevin Schmitz look for stocks where expectations are low and companies have room for improvements.
David A. Daglio

Fund Profile

Intrinsic Mid Cap Values

Large-Cap > Core

Dreyfus Mid Cap Opportunistic Value Fund

FGIPX

Jun 6, 2013

Over the past several years, investors and advisors have largely been ignoring U.S. mid cap equities, often at their own peril. It is in this untapped segment of compelling opportunities where David Daglio and his team are finding some of their most promising ideas. They do this through a rigorous
Dean Frankel

Fund Profile

Relative REIT Values

NA > NA

Managers Real Estate Securities Fund

FGIOX

Jun 6, 2013

Commercial real estate has historically provided capital preservation and protection from inflation, as well as provided a significant source of yield for investors. This is especially attractive today, given the historically low government bond yields in the market and the resulting thirst for yield globally.
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