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


Exploiting the Low Volatility Anomaly

NA > NA

361 Global Long/Short Equity Fund

Mar 3, 2019

Investment returns are ultimately dictated both by how much you participate in the upside, and also how much you avoid the downside. Harin de Silva, portfolio manager of the 361 Global Long/Short Equity Fund, follows this principle by using the short portion of his portfolio as a hedge and relying

Grain ETFs – Seeds of Diversification

NA > NA

Teucrium Funds

Mar 3, 2019

While agricultural commodities represent a huge and important global market, they have been off the radar of investors because of the difficulties trading them. Sal Gilbertie, founder and CEO of Teucrium Funds, has created commodity-specific ETFs, designed to make commodity exposure accessible and mitigates the

Selectively Balanced in Smaller Caps and Corporate Bonds

Health-Biotechnology > NA

Villere Balanced Fund

FBTCX

Feb 2, 2019

Traditionally balanced funds are diversified among well-known large-cap stocks and U.S. Treasuries, with a more of a risk-averse investment style. Portfolio manager Sandy Villere explains how the Villere Balanced Fund prefers to concentrate on faster-growing stocks trading at reasonable valuations, and diversify in select corporate bonds.
 

Rate Agnostic, Credit-Centric Risk Managers

NA > NA

Oppenheimer Total Return Bond Fund

Feb 2, 2019

Financial markets are inherently fragile and prone to suffering significant declines in times of stress. For Peter Strzalkowski, CFA, portfolio manager of the Oppenheimer Total Return Bond Fund, the primary goals are to protect value, to be negatively correlated to equity markets during large negative drawdowns, and to add steady

Innovation Analysts

NA > NA

DWS Capital Growth Fund

Feb 2, 2019

Understanding the nature of growth calls for a deeper understanding of businesses, industries and management resources. Sebastian Werner, portfolio manager of the DWS Capital Growth Fund, balances between stable, core growth companies and younger, more disruptive entities with higher upside potential, with the long-term objective to maintain a portfolio diversified

Deep Value Opportunities in Natural Resources

Large-Cap > Value

Goehring & Rozencwajg Resources Fund

OILVX

Feb 2, 2019

Commodities tend to have long and deep cycles with multi-year implications for investment returns. With that in mind, the portfolio managers of the Goehring & Rozencwajg Resources Fund seek to exploit deep value investment opportunities owing to the team’s original and dedicated research in the sector.

Rising Stars and Fallen Angels

Large-Cap > Growth

Nationwide Bailard Technology & Science Fund

OILGX

Feb 2, 2019

Investing in technology and science requires domain expertise, discipline, and a repeatable method of handling continuous information flow. Looking for winners in any environment, the portfolio managers of Nationwide Bailard Technology & Science Fund utilize a barbell approach of investing in premium growth rising stars and out-of-favor fallen

Innovation, Demand and Regulations

NA > NA

Alger Health Sciences Fund

OIEQX

Feb 2, 2019

As one of the largest sectors of the economy, healthcare continues to grow driven by demand and innovation. However, the healthcare space is far from easy to navigate due to its dependence on government regulations, an unavoidable part of innovation. Teresa McRoberts, portfolio manager of the Alger Health Sciences Fund,

Tech Leaders on a Profitable Path

NA > NA

Wells Fargo Specialized Technology Fund

OIEPX

Jan 1, 2019

Managing a tech fund out of San Francisco has indisputable advantages owing to the eco system of information on new advances in technology. At the helm of the Wells Fargo Specialized Technology Fund, Walter Price invests in leaders with a portfolio focused on growth, value and GARP stocks

Test Headline

NA > NA

AmericaFirst Large Cap Share Buyback Fund

Nov 11, 2018

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