For certain funds, social and financial returns can be mutually exclusive, but that does not hold true for the Appleseed Fund. Joshua Strauss and his team look for companies that have sustainable earnings, trade significantly below their fair values, and have a low environmental impact. Through a team-oriented approach, the
Bond funds can generate excess return to their benchmark by taking views and risks in
determining the direction of interest rate. Christopher Vincent, who is at the helm of the William Blair Bond Fund, talks about how to generate higher return through selection and allocation to bonds and sectors that are
The long term investment strategy at Manning & Napier Equity Series Fund is focused
on one company at a time. The fund looks for opportunties across the spectrum of market
capitalization based on three strategies that evaluates durability of future growth, historical returns and valuation catalyst.
Investors looking to diversify beyond traditional long-only portfolios face a challenge in picking strategies and funds that provide consistent returns. Ronald Sugameli, portfolio manager of the New Century Alternative Strategies Portfolio (NCHPX), describes how strategies that
exploit gains in rising commodities markets, falling equity values and industry consolidations can add risk
It is hardly secret that investing in small-cap stocks requires meticulous research and
thorough understanding of companies and the sectors they operate in. Jerome L. Dodson and
his team at the Parnassus Small Cap Fund search for companies that value the contribution of their employees and preserve the environment while growing their
In the world of fixed income investing, extensive proprietary research and a fair evaluation
of the macroeconomic environment are key components of a winning formula. Howard Chin
and Robert Crimmins, portfolio managers of the RS Low Duration Bond Fund, explain how
the RS fixed income team takes advantage of its analytical expertise.
Investors traditionally put up with creating a portfolio of stocks and bonds only to rarely catch a glimpse of the investment opportunities beyond. In a globalized world of various asset classes, today, the opportunities to generate returns have become abundant. The DWS Alternative Asset Allocation Plus Fund maintains allocation across
The Paradigm Value Fund uses a rigorous in-house research process to search for companies that meets its investment criteria and builds a balanced portfolio to minimize company, industry, and market risk. The Fund has historically outperformed its benchmark with lower volatility.
The American Independence Stock Fund seeks long-term capital appreciation. The Fund
portfolio manager, Jeff Miller, likes to invest in businesses with good long-term histories which are temporarily out-of favor.
The Schroder Total Return Fixed Income Fund takes advantage of the global breadth of
the organization with its network of experts located in the U.S., Asia and Europe. This global team of dedicated professionals provides a deeper insight into the interconnected world of bond
markets to identify opportunities for the Fund in