Category Archives: Funds

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 […]

Also posted in Stars in the shadows | Comments closed

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 […]

Also posted in Most intriguing new funds | Comments closed

August 2014, Funds in Registration

Big 4 Onefund Big 4 Onefund (no, I do not make these names up) will seek long-term capital gain by investing in a changing mixture of ETFs, closed-end funds, business development companies, master limited partnerships and REITs. The fund will be managed by Jim Hagedorn, CFA, Founder, President and CEO of Chicago Partners Investment Group, […]

Also posted in Funds in Registration | Comments closed

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” […]

Also posted in Most intriguing new funds | Comments closed

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 […]

Also posted in Most intriguing new funds | Comments closed

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 […]

Also posted in Funds in Registration | Comments closed

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 […]

Also posted in Stars in the shadows | Comments closed

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 […]

Also posted in Most intriguing new funds | Comments closed

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 […]

Also posted in Funds in Registration | Comments closed

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 […]

Also posted in Most intriguing new funds | Comments closed
  • Archives

  • MFO Update Notification



  • Latest Updates

css.php