Category Archives: Most intriguing new funds

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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Driehaus Emerging Markets Small Cap Growth Fund (DRESX) – March, 2014

Objective and strategy Driehaus Emerging Markets Small Cap Growth Fund seeks superior risk-adjusted returns over full market cycles relative to those of the MSCI Emerging Markets Small Cap Index. The managers combine about 100 small cap names with an actively-managed portfolio hedge. They create the hedge by purchasing sector, country, or broad market index options, […]

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RiverNorth Equity Opportunity (RNEOX) – February 2014

Objective and Strategy The Fund’s investment objective is overall total return consisting of long-term capital appreciation and income. They pursue their objective by investing in equities. The managers start with a tactical asset allocation plan that lets them know what sectors they’d like to have exposure to. They can gain that exposure directly, by purchasing […]

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Artisan Global Small Cap (ARTWX) – February 2014

Objective and Strategy The fund seeks maximum long-term capital growth by investing in a compact portfolio of global small cap stocks. In general they pursue “high-quality companies that typically have a sustainable competitive advantage, a superior business model and a high-quality management team.” “Small caps” are stocks with a capitalization under $4 billion at time […]

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Grandeur Peak Emerging Opportunities (GPEOX) – February 2014

Objective and Strategy Emerging Opportunities pursues long-term capital growth primarily by investing in a small and micro-cap portfolio of emerging and, to a lesser extent, frontier market stocks. Up to 90% of the fund might normally be invested in microcaps (stocks with market cap under $1 billion at the time of purchase), but they’re also allowed […]

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RiverPark Strategic Income Fund (RSIVX) – January 2014

Objective and strategy The fund is seeking high current income and capital appreciation consistent with the preservation of capital. The manager does not seek the highest available return.  He’s pursuing 7-8% annual returns but he will not “reach for returns” at the risk of loss of capital.  The portfolio will generally contain 30-40 fixed income […]

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T. Rowe Price Global Allocation (RPGAX) – December 2013

Objective and Strategy The fund’s objective is to seek long-term capital appreciation and income by investing in a broadly diversified global portfolio of investments, including U.S. and international stocks, bonds, and alternative investments.  The plan is to add alpha through a combination of active asset allocation and individual security selection.  Under normal conditions, the fund’s […]

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Advisory Research Strategic Income (ADVNX) – September, 2013

Objective and Strategy The fund seeks high current income and, as a secondary objective, long term capital appreciation.  It invests primarily in straight, convertible and hybrid preferred securities but has the freedom to invest in other income-producing assets including common stock.  The advisor wants to achieve “significantly higher yields” than available through Treasury securities while […]

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FPA Paramount (FPRAX) – September 2013

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. Adviser FPA, formerly First Pacific Advisors, which is located in […]

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LS Opportunity Fund (LSOFX) – August 2013

Objective and Strategy The Fund aims to preserve capital while delivering above-market returns and managing volatility.  They invest, long and short, in a domestic equity portfolio.  The portfolio is driven by intensive company research and risk management protocols. The long portfolio is typically 30-50 names, though as of mid-2013 it was closer to 70.  The […]

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