Bernzott U.S. Small Cap Value Fund Bernzott U.S. Small Cap Value Fund will pursue long-term capital appreciation, primarily by investing in common stock of small cap US companies. They will target companies with a market capitalization of between $500 million and $5 billion. The Fund may also invest (a maximum of 20 % of assets) [...]
Black Select Long/Short Black Select Long/Short will seek long-term capital appreciation over a full market cycle. They invest both long and short in a focused, global portfolio of mid- to large-cap companies. Gary Black, president of the adviser, will manage the fund. This is the same Gary Black who was president, CEO and/or chief investment [...]
Baron Global Growth Baron Global Growth will pursue capital appreciation. It will be a diversified fund that uses the same selection criteria as the other Baron products. It will invest domestically, and in developed and developing markets. It’s nominally an all-cap fund, though Baron’s tradition is to focus especially on small- to mid-cap stocks. Alex [...]
CONESTOGA MID CAP FUND Conestoga Mid Cap Fund seeks to provide long-term growth of capital. They will invest in mid-cap (under $10 billion) stocks, including ADRs, convertible securities, foreign and domestic common and preferred stocks, rights and warrants. They don’t expect investment in foreign securities to exceed 20% of the fund’s total assets. William C. [...]
Driehaus International Credit Opportunities Fund Driehaus International Credit Opportunities Fund seeks to provide positive returns under a variety of market conditions. It will hold long and short positions in a variety of developed and developing market fixed-income instruments. It may use derivatives to hedge its exposure. The fund will be non-diversified in terms of both [...]
Aviva Investors Emerging Markets Local Currency Bond Fund Aviva Investors Emerging Markets Local Currency Bond Fund popped up in the SEC database this month. Oddly enough, the fund already exists but is not available for sale to either individual or institutional investors. The coolest aspect of the offering is its heritage; it’s based on a [...]
Ariel Global Equity Fund Ariel Global Equity Fund pursues long-term capital appreciation. The fund will invest in between 40-150 stocks, foreign, domestic and emerging. Unlike Ariel’s domestic funds, there are no social responsibility screens here. Rupal J. Bhansali will manage the fund. Mr. Bhansali recently joined Ariel. Before that, he was Head of International Equities [...]
