Category Archives: Funds

Sarofim Equity (SRFMX), October 2014

Objective and strategy The fund seeks long-term capital appreciation consistent with the preservation of capital. In general it invests in a fairly compact portfolio of multinational, megacap names. The portfolio’s smallest firm is valued at $10 billion and it won’t even consider anything below $5 billion. The managers start by identifying the most structurally attractive […]

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Meridian Small Cap Growth (MSGAX/MISGX), October 2014

Objective and strategy The fund pursues long-term capital growth by investing, primarily, in domestic small cap stocks. Their discipline stresses the importance of managing risk first and foremost. They seek to avoid the subset of sometimes alluring names which seem set up for terminal decline, then identifying high quality small firms with the sorts of […]

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Miller Income Opportunity (LMCJX), October 2014

Objective and strategy The fund hopes to provide a high level of income while maintaining the potential for growth. They hope to “generate a high level of income from a wide array of sources” by prowling up and down firms’ capital structures and across asset classes. The range of available investments is nigh unto limitless: […]

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Janus Global Unconstrained Bond (JUCAX), October 2014

Objective and strategy The fund is seeking maximum total return, consistent with preservation of capital. Consistent with its name, the manager is free to invest in virtually any income-producing security; the prospectus lists corporate and government bonds, both international and domestic, convertibles, preferred stocks, common stocks “which have the potential for paying dividends” and a […]

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October 2014, Funds in Registration

361 Global Long/Short Equity Fund 361 Global Long/Short Equity Fund seeks to achieve long-term capital appreciation by participating in rising markets and preserving capital in falling ones. The plan is to invest, long and short, in a global, all-cap portfolio. The fund will be managed by the “A” team from 361 plus Harindra de Silva, […]

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Matthews Asia Strategic Income (MAINX), September 2014

We’ve published several profiles of MAINX.  for background, our February 2013 profile is here. Objective and Strategy MAINX seeks total return over the long term with an emphasis on income. The fund invests in income-producing securities including, but not limited to, debt and debt-related instruments issued by government, quasi-governmental and corporate bonds, dividend-paying stocks and […]

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Akre Focus (AKREX), September 2014

Objective The fund seeks long-term capital appreciation by investing, mostly, in US stocks of various sizes and in “other equity-like instruments.”  The manager looks for companies with good management teams (those with “a history of treating public shareholders like partners”), little reliance on debt markets and above-average returns on equity. Once they find such companies, […]

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September 2014, Funds in Registration

BBH Core Fixed Income Fund BBH Core Fixed Income Fund will try to provide maximum total return, consistent with preservation of capital and prudent investment management. The plan is to buy a well-diversified portfolio of durable, performing fixed income instruments. The fund will be managed by Andrew P. Hofer and Neil Hohmann. The opening expense […]

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Guinness Atkinson Global Innovators (IWIRX), August 2014

Objective and strategy The fund seeks long term capital growth through investing in what they deem to be 30 of the world’s most innovative companies. They take an eclectic approach to identifying global innovators. They read widely (for example Fast Company and MIT’s Technology Review, as well as reports from the Boston Consulting Group and […]

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GaveKal Knowledge Leaders Fund (GAVAX/GAVIX), August, 2014

Objective and strategy The fund is trying to grow capital, with the particular goal of beating the MSCI World Index over the long term. They invest in between 40 and 60 stocks of firms that they designate as “knowledge leaders.” By their definition, “Knowledge Leaders” are a group of the world’s leading innovators with deep […]

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