The fund: RiverPark/Wedgewood (RWGFX) Manager: David Rolfe, manager since inception. The call: I had a chance to speak with David Rolfe of Wedgewood Partners and Morty Schaja, president of RiverPark Funds. A couple dozen listeners joined us, though most remained shy and quiet. Morty opened the call by noting the distinctiveness of RWGFX’s performance profile: even [...]
The fund: The Cook and Bynum Fund(COBYX) Manager: Richard P. Cook and J. Dowe Bynum, managers and founding partners. The call: Recently published research laments the fact that actively-managed funds have become steadily less active and more index-like over time. The changing imperatives of the fund industry have led many managers to become mediocre by [...]
The fund: Seafarer Overseas Growth and Income Fund(SFGIX and SIGIX) Manager: Andrew Foster, Founder, Chief Investment Officer, and Portfolio Manager The call: On February 19th, about 50 people phoned-in to listen to our conversation with Andrew Foster, manager of Seafarer Overseas Growth * Income Fund (SFGIX and SIGIX). The fund has an exceptional first year: [...]
The fund: Matthews Asia Strategic Income (MAINX) Manager: Teresa Kong, Manager The call: We spent an hour on Tuesday, January 22, talking with Teresa Kong of Matthews Asia Strategic Income. The fund is about 14 months old, has about $40 million in assets, returned 13.6% in 2012 and 11.95% since launch (through Dec. 31, 2012). [...]
The fund: ASTON / River Road Long Short (ARLSX) Manager: Matt Moran and Dan Johnson The call: Highlights of the call: they believe they can outperform the stock market by 200 bps/year over a full market cycle. they believe they can keep beta at 0.3 to 0.5. They have a discipline for reducing market exposure [...]
The fund: RiverPark Long/Short Opportunity Fund (RLSFX) Manager: Mitch Rubin, a Managing Partner at RiverPark and their CIO. The call: For about an hour on November 29th, Mitch Rubin, manager of RiverPark Long/Short Opportunity(RLSFX) fielded questions from Observer readers about his fund’s strategy and its risk-return profile. Nearly 60 people signed up for the call. The [...]
The fund: RiverPark Short Term High Yield (RPHYX) Manager: David Sherman of Cohanzick Management, LLC The call: For about an hour on September 13th, David Sherman of Cohanzick Management, LLC, manager of RiverPark Short Term High Yield (RPHYX) fielded questions from Observer readers about his fund’s strategy and its risk-return profile. Somewhere between 40-50 people [...]
