Category Archives: Funds in Registration

April 2014, Funds in Registration

AR Capital International Real Estate Income Fund AR Capital International Real Estate Income Fund, Advisor shares, will pursue current income with the potential for capital appreciation by investing in income producing securities related to the real estate industry.  “International” actually means “global,” since they expect “at least” 40% non-US and even that will be mostly achieved […]

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March 2014, Funds in Registration

Cozad Small Cap Value Fund Cozad Small Cap Value Fund will seek long term capital appreciation by investing domestic small cap stocks, with an anticipated holding period of 12-18 months. The underlying strategy calls for portfolio rebalancing every three or four months and, if the signals are right, it might “liquidate investment positions and hold […]

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February 2014, Funds in Registration

ActiveShares Large-Cap, Mid-Cap and Multi-Cap Funds ActiveShares Large-Cap, Mid-Cap and Multi-Cap Funds will be a series of actively-managed ETFs advised by the Precidian Funds.  At the moment, their prospectuses are missing information about both expenses and management. AR Capital BDC Income Fund AR Capital BDC Income Fund seeks to provide a high level of income, […]

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January 2014, Funds in Registration

AR Capital BDC Income Fund AR Capital BDC Income Fund will pursue a high level of income, with the potential for capital appreciation.  The plan is to invest in the common and preferred stock or warrants of business development companies that, in its view, are paying attractive rates of distribution and appear capable of sustaining […]

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December 2013, Funds in Registration

American Beacon Global Evolution Frontier Markets Income Fund American Beacon Global Evolution Frontier Markets Income Fund (oh, dear God) will seek income, with capital appreciation as a secondary objective, by investing primarily frontier and emerging market sovereign and quasi-sovereign debt. The fund will be managed by a team from Global Evolution USA, LLC, a subsidiary […]

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November 2013, Funds in Registration

Baird Ultra Short Bond Fund Baird Ultra Short Bond Fund will seek current income consistent with preservation of capital.  .  They intend to invest in US and international government and corporate bonds, asset-backed and mortgage-backed securities and money market instruments.  No more than 10% of the portfolio may be invested in high-yield debt.  They’re willing […]

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October 2013, Funds in Registration

361 Multi-Strategy Fund 361 Multi-Strategy Fund pursues capital appreciation with low volatility and low correlation relative to the broad domestic and foreign equity markets by establishing long positions in individual equities and short positions in individual securities or indexes.  The strategy is quantitatively driven and non-diversified.  The fund will be managed by an interesting team: Brian […]

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September 2013, Funds in Registration

AdvisorShares YieldPro ETF AdvisorShares YieldPro ETF will be an actively-managed ETF that seeks to provide current income and capital appreciation primarily investing in both long and short positions in other ETFs that offer diversified exposure to income producing securities.  They’ll mostly target securities that provide “competitive yield” but will add in “instruments which provide little […]

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August 2013, Funds in Registration

AQR Style Premia Alternative Fund AQR Style Premia Alternative Fund will seek to provide absolute returns by magically combining four investing styles (value, momentum, carry and defensive), five asset classes (equities, bonds, interest rates – how did interest rates get to be an asset class? – commodities and cash), both long and short, in an […]

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July 2013, Funds in Registration

AdvisorShares Treesdale Rising Rates ETF AdvisorShares Treesdale Rising Rates ETF will invest in “mortgage-related products with interest-only cash flows while managing duration risk with liquid interest rate products. To employ the Fund’s strategy, Treesdale Partners, LLC seeks to generate enhanced returns in an environment of rising interest rates by investing principally in agency interest-only mortgage-backed […]

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