Category Archives: Most intriguing new funds

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 & 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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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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