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


Relative Value in Sector Selection

NA > NA

Baird Core Plus Bond Fund

FDGIX

May 5, 2012

A portfolio of diversified bonds optimized by yield curve positioning, sector allocation, and security selection is likely to provide stability of returns with less volatility. Jay Schwister, co-portfolio manager of the Baird Core Plus Bond Fund, explains how his team adheres to a disciplined investment process in search of relative

Access to the MidStream Energy Market

NA > NA

SteelPath Funds

FDGCX

May 5, 2012

The United States is going through an energy production boom with natural gas, natural gas liquids and crude oil production expected to increase dramatically in the next five years. At SteelPath Advisors, Brian Watson and his team scour the midstream sector for companies with fee-like revenues and sustainable business models

Bringing Concepts to Investors

NA > NA

Destra Funds

May 5, 2012

A relevant investment product takes into account what both advisors and investors need. Destra Capital Investments interacts with advisors to build unique investment strategies in response to these needs. Chief Investment Officer Peter Amendolair explains how the newly formed fund company offers access to institutional money managers with a proven

Active in Short Selling

NA > NA

Active Bear ETF

May 5, 2012

Most investors focus on benefiting from rising markets with portfolios diversified to include various asset classes that are expected to increase in market prices. However, historical data suggest that a vast majority of stocks fall in values in the long term. John Del Vecchio explains how the Active Bear ETF

A Value Approach to High Yield Bonds

Multi-Cap > Growth

PNC High Yield Bond Fund

FDEGX

May 5, 2012

Successful high yield bond investing requires a thorough research process and a strict buy discipline. Ken Karwowski and Tim Compan, portfolio managers of the PNC High Yield Bond Fund, and their internal research team screen for companies that are dominant in their industries and set to generate stable free cash

Undiscovered International Growth

Science-Technology > NA

WCM BNY Mellon Focused Growth ADR ETF

FDCPX

May 5, 2012

As most international indices incorporate large companies, long-term investors may find that these benchmarks do not necessarily offer the best investment opportunities for their consideration. WCM/BNY Mellon Focused Growth ADR ETF invests in high quality names with a clear set of company-based criteria and a strict valuation discipline.

Systematic and Tactical Globally

Consumer Goods-Services > NA

Cambria Global Tactical ETF

FDCGX

Apr 4, 2012

From foreign stocks to domestic bonds, financial markets comprise a variety of asset classes that trade in non-correlated patterns. Cambria Global Tactical ETF capitalizes on such patterns in liquid markets worldwide by investing in asset classes that are trending higher while avoiding those poised for a downtrend.

Diversified and Non-Correlated

Multi-Cap > Growth

Hatteras Funds

FDCAX

Apr 4, 2012

When it comes to alternative investment strategies with little correlation to broad market indices, mutual funds are rarely the instruments to turn to; perhaps not until recently. In response to the growing interest in alternative asset classes, Hatteras Funds provides investors with exposure to hedge funds strategies with daily liquidity

Actively Managed ETFs

Consumer Goods-Services > NA

AdvisorShares ETFs

FDAGX

Apr 4, 2012

A growing number of advisors are looking beyond traditional long-only mutual funds and passive index-oriented ETFs to diversify market risks, manager risks and investment strategy risks for their clients. Noah Hamman, founder and CEO of AdvisorShares Investments, explains how the firm’s lineup of actively managed ETFs offers investment expertise that

Relative Global Value

Small-Cap > Value

Morgan Stanley Global Fixed Income Opportunities Fund

FCVTX

Mar 3, 2012

Beneath the seemingly stable returns of fixed income securities lies a serious amount of volatility. At Morgan Stanley Investment Management’s Global Fixed Income Group, Michael Kushma and his team maintain a disciplined approach to their valuation and sell process to seek to transform imbalances in valuations into consistent returns.