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Fund Families



Latest Q&A Based Profiles ( 14 Interview )


Todd Vingers

Fund Profile

High Quality Companies with Transitory Issues

Small-Cap > Growth

Touchstone Mid Cap Value Fund

ANOIX

Jul 7, 2017

Every company faces business cycles, including high-quality companies with a history of above-average returns on capital. Todd Vingers, co-portfolio manager of the Touchstone Mid Cap Value Fund with Jay Willadsen, employs a strategy that enables patient investors who can separate temporary issues from negative secular declines to seek strong risk-adjusted

Fund Profile

In Search of Consistent Return Drivers

Multi-Cap > Growth

Touchstone Total Return Bond Fund

AGFRX

Mar 3, 2016

Investment decisions in the broad fixed-income market tend to be heavily dependent on macroeconomic and interest rate forecasts. Doug Folk and Chris Fitze, portfolio managers of Touchstone Total Return Bond Fund, restrict the influence of such projections on their portfolio by applying a bottom-up approach to sectors and bonds and

Steve Graziano

Fund Profile

Active Share to Add Returns

NA > NA

Touchstone Investments

Jun 6, 2014

The Mutual Fund industry has drifted to closet indexing in the last two decades as style boxes evolved and financial advisors sought funds to meet asset allocations. The absolute return investing strategy regained its status after the market plunge in 2008-2009. Touchstone Investments has created a line of retail equity
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
Brendan M. White

Fund Profile

Avoiding Underperformers

Small-Cap > Core

Touchstone High Yield Fund

FCUTX

Feb 2, 2012

Investing in high yield bonds can be especially rewarding if the economy is growing moderately while the default rate is low. Brendan White, portfolio manager of the Touchstone High Yield Fund, explains how the proper selection of sectors and companies with appropriate capital structures translates into an attractive risk-reward ratio
Kate Schapiro

Fund Profile

Macro Trends, Macro Gains

Large-Cap > Growth

Sentinel International Equity Fund

ECFGX

Jan 1, 2008

Global investing with all its inherent sector, country-specific and currency risks requires broader perspective and a disciplined approach. Sentinel International Equity Fund manager Kate Schapiro and her team follow a unique strategy that tracks country, global, sector and even style trends, to pick stocks that will provide above average returns
Harindra (“Harin”) de Silva

Fund Profile

Disciplined, Yet Adaptable

Large-Cap > Value

Old Mutual Analytic US Long Short Fund

EATVX

Dec 12, 2007

With the premise that investors’ focus changes over time, Harindra de Silva, the manager of the Old Mutual Analytic U.S. Long/Short Fund, believes that the challenge for modern managers is adapting to changes in a systematic way. Quantitative in nature, the fund’s core competence is weighting the various data factors
Jerome Heppelmann

Fund Profile

Diversified Large Caps

NA > NA

Old Mutual Large Cap Fund

Apr 4, 2007

Jerome Heppelmann manages both the Old Mutual Large Cap (“Large Cap Fund”) and the Old Mutual Focused Fund (“Focused”) with a similar philosophy and process that are based on a combination of quantitative and qualitative analysis to find the right balance between valuation, near-term dynamics, and long-term growth. But the Large Cap
Jerome Heppelmann

Fund Profile

Active for Alpha

Large-Cap > Growth

Old Mutual Focused Fund

DRYQX

Apr 4, 2007

Jerome Heppelmann, the manager of the Old Mutual Focused Fund, believes that there is ample opportunity in the large-cap space because most of his peers strictly follow the benchmark. Contrary to them, the fund invests in no more than 30 companies. Cognizant of the inherent risk in a focused portfolio, the manager
Sophia Collier

Fund Profile

An Open-Minded Large-Cap Value Search

Small-Cap > Core

Citizens Value Fund

DHSYX

Aug 8, 2006

Sophia Collier, who has been at the helm of the Citizens Value Fund for the last three years, has an unusual background for portfolio management. As a successful entrepreneur, she brings not only the business perspective, but also the understanding that the world is a dynamic place and you need
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