Category Archives: Funds

January 2015, Funds in Registration

RiverPark Focused Value Fund RiverPark Focused Value Fund will seek long-term capital appreciation. The plan is to focus on large cap domestic stocks, with particular focus on “special situations” such as spin-offs or reorganizations and on firms whose share prices might have cratered. They’ll buy if it’s a high quality firm and if the stock […]

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RiverPark Large Growth (RPXFX/RPXIX), January 2015

Objective and strategy The fund pursues long-term capital appreciation by investing in large cap growth stocks, which it defines generously as those with capitalizations over $5 billion. The manager describes his style as having a “value orientation toward growth.” Their discipline combines a macro-level sensitivity to the effects of powerful and enduring secular changes and […]

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ValueShares US Quantitative Value (QVAL), December 2014

Objective and Strategy The ValueShares US Quantitative Value (QVAL) strategy seeks long-term capital appreciation by investing in a concentrated portfolio of 40 or so US exchange traded stocks of larger capitalizations, which the adviser determines to be undervalued but possess strong economic moats and financial strength. In a nutshell: QVAL buys “the cheapest, highest quality […]

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RiverPark Structural Alpha Fund (RSAFX/RSAIX), December 2014

Objective and strategy The RiverPark Structural Alpha Fund seeks long-term capital appreciation while exposing investors to less risk than broad stock market indices. The managers invest in a portfolio of listed and over-the-counter option spreads and short option positions that they believe structurally will generate exposure to equity markets with less volatility. They also maintain […]

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Polaris Global Value (PGVFX), December 2014

Objective and strategy Polaris Global Value attempts to provide above average return by investing in companies with potentially strong sustainable free cash flow or undervalued assets. Their goal is “to invest in the most undervalued companies in the world.” They combine quantitative screens with Graham and Dodd-like fundamental research. The fund is diversified across country, […]

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December 2014, Funds in Registration

Centre Active U.S. Tax Exempt Fund Centre Active U.S. Tax Exempt Fund will look at to maximize total return through capital appreciation and current income exempt from federal income tax. The key is that Centre is buying an existing muni bond fund but won’t yet name what that fund is. It appears that the old […]

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FPA Paramount (FPRAX), November 2014

Objective and Strategy The FPA Global Value Strategy will seek to provide above-average capital appreciation over the long term while attempting to minimize the risk of capital losses by investing in well-run, financially robust, high-quality businesses around the world, in both developed and emerging markets. The portfolio holds between 25-50 stocks, 33 at present. As […]

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November 2014, Funds in Registration

ACR Multi-Strategy Quality Return (MQR) Fund ACR Multi-Strategy Quality Return (MQR) Fund posted an unusually vacuous draft portfolio that not only failed to list its expenses; it also skipped the investment minimums and offered only the sketchiest idea of what they’ll be up to. Their clearest statement is that they seek “to preserve capital from […]

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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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