Category Archives: Funds

Artisan High Income (ARTFX) – July 2014

Objective and Strategy Artisan High Income seeks to provide total return through a combination of current income and capital appreciation. They invest in a global portfolio of high yield corporate bonds and secured and unsecured loans. They pursue issuers with high quality business models that have compelling risk-adjusted return characteristics. They highlight four “primary pillars” […]

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Zeo Strategic Income (ZEOIX), July 2014

Objective and strategy Zeo seeks “income and moderate capital appreciation.” They describe themselves as a home for your “strategic cash holdings, with the goals of protecting principal and beating inflation by an attractive margin.” While the prospectus allows a wide range of investments, the core of the portfolio has been short-term high yield bonds, secured […]

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July 2014, Funds in Registration

Lazard Global Strategic Equity Portfolio Lazard Global Strategic Equity Portfolio will pursue long-term capital appreciation by investing in a global portfolio of firms with “sustainably high or improving returns and trading at attractive valuations.”  While legally diversified, they expect to hold a fairly small number of charges.  They also maintain the right to go to […]

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RiverNorth/Oaktree High Income (RNOTX/RNHIX) – June 2014

Objective and strategy The fund tries to provide total return, rather than just income. The strategy is to divide the portfolio between two distinctive strategies. Oaktree Capital Management pursues a “barbell-shaped” strategy consisting of senior bank loans and high-yield debt. RiverNorth Capital Management pursues an opportunistic closed-end fund (CEF) strategy in which they buy income-producing […]

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Dodge & Cox Global Bond (DODLX) – June 2014

Objective and strategy DODLX is seeking a high rate of total return consistent with long-term preservation of capital. They’ll invest in both government and corporate securities, including those of firms domiciled in emerging markets. They begin with a set of macro-level judgments about the global economy, currency fluctuation and political conditions in various regions. The […]

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June 2014, Funds in Registration

American Beacon AHL Managed Futures Strategy Fund American Beacon AHL Managed Futures Strategy Fund will pursue capital growth. The strategy will be to be use futures, options and forward contracts linked to stock indices, currencies, bonds, interest rates, energy, metals and agricultural products. They’ll invest in areas with positive price momentum and short ones with negative […]

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Martin Focused Value (MFVRX)

Objective and strategy The Fund seeks to achieve long-term capital growth of capital by investing in an all-cap portfolio of undervalued stocks.  The managers look for three qualities in their portfolio companies: High quality business, those companies that have a competitive advantage, high profit margins and returns on capital, sustainable results and/or low-cost operations, High […]

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May 2014, Funds in Registration

Acuitas International Small Cap Fund Acuitas International Small Cap Fund will seek via investing in (duh) international small cap stocks. Small caps range up to $4 billion. The fund will be managed by multiple sub-advisors including Advisory Research, Algert Coldiron Investors, and DePrince, Race & Zollo. The minimum initial investment is $2500. The opening expense ratio […]

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Huber Equity Income (HULIX) – April 2014

Objective and strategy The Fund is pursuing both current income and capital appreciation. They typically invest in 40 of the 1000 largest domestic large cap stocks. It normally invests in stocks with high cash dividends or payout yields relative to the market but can buy non-payers if they have growth potential unrecognized by the market […]

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Evermore Global Value (EVGBX) – April 2014

  This is an update of our profile from April 2011.  The original profile is still available. Objective and Strategy Evermore Global Value Fund seeks capital appreciation by investing in a global portfolio of 30-40 securities. Their focus is on micro to mid-cap. They’re willing “to dabble” in larger cap names, but it’s not their […]

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