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 )


Eric H. Schoenstein

Fund Profile

Long Term Focus on Quality and Growth

Mid-Cap > Core

Jensen Quality Growth Fund

APWVX

Apr 4, 2013

Of the nearly 5,000 companies trading on U.S. stock exchanges only 165 companies have the track record to generate more than 15% return on equity over the last ten years. Eric H. Schoenstein and his team are looking to invest in these quality growth companies that are trading at a

Jonathan Brodsky

Fund Profile

Quality and Price Matters

NA > NA

ARI International Small Cap Value Fund

FGABX

Apr 4, 2013

Advisory Research’s International Small Cap Value Fund invests in the inefficient small cap international market with a bias toward inexpensive and well capitalized companies. The style has generated strong upside capture and downside protection, resulting in an attractive risk/reward profile.
James Kammert

Fund Profile

Relative Values in REITs

Multi-Cap > Growth

Aston Harrison Street Real Estate Fund

FFTYX

Apr 4, 2013

Businesses of all kinds need real estate but the growth in space demand is closely linked to GDP/economic growth. Commercial real estate investment, via REITs, provides an inflation hedge coupled with a steady stream of income and a total return that is equity-like. Jim Kammert and his team utilize a
Darin Turner

Fund Profile

Global Relative Real Estate Values

Business-Financial Services > NA

Invesco Global Real Estate Income Fund

FFSIX

Apr 4, 2013

Commercial real estate securities are a $2 trillion investing opportunity. However it also requires an understanding of underlying property markets as well as the corporate capital structure and management that lead these companies. Joe Rodriguez and Darin Turner lead a team of managers and analysts to identify securities and companies
Edward W. Turville

Fund Profile

Mean Reversion

Mid-Cap > Growth

REMS Real Estate Value Opportunity Fund

FFMGX

Apr 4, 2013

The opportunities to invest in real estate has expanded significantly since the beginning of securitization and structured lending in the early 1990’s. Commercial real estate is an income-producing business that requires management intensity and covers the spectrum: from hotels and apartments, to office, industrial and retail properties and there are

Brian Hennessey

Fund Profile

Looking for Dividend Growers

NA > NA

Alpine Dynamic Dividend Fund

Apr 4, 2013

Companies in general that pay dividend are better manager of capital and have a discipline of rewarding shareholders. Brian Hennessey and his team looks for companies around the world that are increasing free cash flows and are expanding and willing to share their financial success with shareholders.
Steven C. Shachat

Fund Profile

A Conventional Option for Unconventional Times

Small-Cap > Value

Alpine Ultra Short Tax Optimized Income Fund

FCVCX

Apr 4, 2013

Municipal and other tax-exempt securities offer a stable income stream that is attractive to many investors. Steven Shachat and his team manage a fund with a core mission to deliver superior tax-exempt income stream with a low volatility in the net asset value.
Shep Perkins

Fund Profile

Global Opportunities

Large-Cap > Growth

Putnam Global Equity Fund

EAFGX

Apr 4, 2013

Markets around the world are more linked and connected than in the past and a change in one part of the world can create opportunity to benefit somewhere else. With a team of 40 analysts, Shep Perkins and his team search for global changes that can create an investment opportunity.
J. Scott Craig

Fund Profile

Diversifed REITs

NA > NA

Eaton Vance Real Estate Fund

Apr 4, 2013

Commercial real estate in good locations generates consistent and predictable income. Investing in a portfolio of diversified properties across different types of real estate and spread across cities where the demand is rising could generate returns that are not correlated to other financial assets.

Keywords
Andrew A. Davis

Fund Profile

A Broader View in Real Estate

Multi-Cap > Core

Davis Real Estate Fund

FFIOX

Apr 4, 2013

Commercial real estate has evolved as an investment class in the last three decades and especially in the last two decades with low interest rates, strong industry fundamentals and sustained fund flows seeking higher yields. Andrew Davis and Chandler Spears look for opportunities to invest in real estate companies that
< 40 41 42 43 44 45 46 47 48 >