Category Archives: Most intriguing new funds

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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Miller Income Opportunity (LMCJX), October 2014

Objective and strategy The fund hopes to provide a high level of income while maintaining the potential for growth. They hope to “generate a high level of income from a wide array of sources” by prowling up and down firms’ capital structures and across asset classes. The range of available investments is nigh unto limitless: […]

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Janus Global Unconstrained Bond (JUCAX), October 2014

Objective and strategy The fund is seeking maximum total return, consistent with preservation of capital. Consistent with its name, the manager is free to invest in virtually any income-producing security; the prospectus lists corporate and government bonds, both international and domestic, convertibles, preferred stocks, common stocks “which have the potential for paying dividends” and a […]

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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 […]

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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” […]

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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 […]

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Dodge and 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 […]

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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 […]

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Guinness Atkinson Inflation Managed Dividend (GAINX), March, 2014

Objective and Strategy Guinness Atkinson Inflation Managed Dividend seeks consistent dividend growth at a rate greater than the rate of inflation by investing in a global portfolio of about 30 dividend paying stocks. Stocks in the portfolio have survived four screens, one for business quality and three for valuation. They are: They first identify dividend-paying […]

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