AQR Long-Short Equity Fund AQR Long-Short Equity Fund will seek capital appreciation through a global long/short portfolio, focusing on the developed world. “The Fund seeks to provide investors with three different sources of return: 1) the potential gains from its long-short equity positions, 2) overall exposure to equity markets, and 3) the tactical variation of [...]
DoubleLine Equities Growth Fund DoubleLine Equities Growth Fund (DLEGX) will invest mostly in U.S. companies and in foreign ones which trade on American exchanges through ADRs. The managers profess a “bottom up” approach to identify investment. They’re looking for a set of reasonable and unremarkable characteristics: consistent and growing earnings, strong balance sheet, good competitive [...]
Barron’s 400 ETF Barron’s 400 ETF will try to duplicate the returns of the Barron’s 400. What is that, you ask? An equal-weighted index of the 400 fundamentally-strongest companies in America, give or take the effects of later screens for liquidity, diversification and such. Over the past decade, the Barron’s index has returned 10.3% per [...]
Artisan Global Small Cap Fund Artisan Global Small Cap Fund (ARTWX) will pursue maximum long-term capital growth by investing in a global portfolio of small-cap growth companies. “Small” means “under $4 billion.” The fund will be managed by Mark L. Yockey, Charles-Henri Hamker and David Geisler. Yockey & co. manage three other funds for Artisan [...]
AdvisorShares Recon Capital Alternative Income ETF AdvisorShares Recon Capital Alternative Income ETF (PUTS) will seek consistent, low volatility returns across all market cycles. The managers will do that by selling put options on equities in each of the ten sectors of the S&P 500 Index, using a proprietary selection process. Kevin Kelly and Garrett Paolella [...]
DoubleLine Floating Rate Fund DoubleLine Floating Rate Fund will seek a high level of current income by investing in floating rate loans and “other floating rate investments.” The “other” includes “floating rate debt securities; inflation-indexed securities; certain mortgage- and asset-backed securities, including those backed by collateral that carry an adjustable or floating rate of interest, [...]
Advisory Research Value Income Fund Advisory Research Value Income Fund will seek high current income and long term capital appreciation. Interesting plan: they intend to invest primarily in preferred securities, but retain the option of buying “other income producing securities including convertible securities, debt securities, common stocks, and securities of other investment companies.” No more [...]
Armour Tactical Flex Fund Armour Tactical Flex Fund will seek long-term gains by actively trading equity and income ETFs and ETNs. In a marvel of clarity, the managers reveal that they’ll be “utilizing quantitative metrics that are not limited to a focused investment philosophy, security type, asset class, or industry sector.” They’ll track and position [...]
Congress All Cap Opportunity Fund Congress All Cap Opportunity Fund will seek long term capital appreciation by, uh, buying stocks. All Cap stocks. “The Fund’s investment premise is that market inefficiencies exist between fixed income and equity valuations which, if properly identified, can lead to investment opportunities which can be exploited.” One would think that [...]
Dreyfus ACWI Ex-U.S. Index Fund Dreyfus ACWI Ex-U.S. Index Fund seeks to match the performance of the Morgan Stanley Capital International All Country World Ex-U.S. Index (MSCI ACWI Ex-US Index). The fund’s portfolio managers, Thomas J. Durante, Karen Q. Wong and Richard A. Brown, select portfolio investments for the fund using a “sampling” process so [...]
