Category Archives: Podcasts

RiverPark/Gargoyle Hedged Value (RGHVX)

The fund: RiverPark/Gargoyle Hedged Value (RGHVX) Managers: Alan Salzbank and Josh Parker, Gargoyle Group The call: On February 12th we spoke for an hour with Alan Salzbank and Josh Parker, both of the Gargoyle Group, and Morty Schaja, CEO of RiverPark Funds. Here’s a brief recap of the highlights: Alan handles the long portfolio. Josh, […]

Posted in Podcasts | Comments closed

ASTON/River Road Long-Short (ARLSX)

The fund: Aston/River Road Long-Short (ARLSX) Managers: Daniel Johnson and Matt Moran, River Road The call:   We spoke with Daniel Johnson and Matt Moran, managers for the River Road Long-Short Equity strategy which is incorporated in Aston River Road Long-Short Fund (ARLSX). Mike Mayhew, one of the Partners at Aston Asset, was also in […]

Posted in Podcasts | Comments closed

RiverPark Strategic Income Fund (RSIVX)

The fund: RiverPark Strategic Income Fund (RSIVX) Manager: David Sherman, Cohanzick Management The call: On Monday, December 9th, Morty Schaja, RiverPark president, and David Sherman, fund manager, joined me and about 50 Observer readers for an hour-long conversation about the fund and their approach to it. Highlights of the call include: The fund focuses on […]

Posted in Podcasts | Comments closed

Oakseed Opportunity Fund (SEEDX)

The fund: Oakseed Opportunity Fund (SEEDX) Manager: John Park and Greg Jackson The call: On November 18th, Messrs Jackson and Park joined me and three dozen Observer readers for an hour-long conversation about the fund and their approach to it. I was struck, particularly, that their singular focus in talking about the fund is “complete […]

Posted in Podcasts | Comments closed

Beck, Mack & Oliver Partners Fund (BMPEX)

The fund: Beck, Mack & Oliver Partners Fund (BMPEX) Manager: Zachary Wydra, portfolio manager. The call: I spoke for about an hour on Wednesday, October 16, with Zac Wydra of BMPEX. There were about 30 other participants on the call. I’ve elsewhere analogized Beck, Mack to Dodge & Cox: an old money, white shoe firm whose […]

Posted in Podcasts | Comments closed

The Bretton Fund (BRTNX)

The fund: The Bretton Fund (BRTNX) Manager: Stephen Dodson, portfolio manager, president, and founder of the fund. The call: Does it make sense to you that you could profit from following the real-life choices of the professionals in your life?  What hospital does your doctor use when her family needs one?  Where does the area’s best […]

Posted in Podcasts | Comments closed

Riverpark/Wedgewood Fund

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 […]

Posted in Podcasts | Comments closed

The Cook and Bynum Fund

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 […]

Posted in Podcasts | Comments closed

Seafarer Overseas Growth & Income (SFGIX)

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: […]

Posted in Podcasts | Comments closed

Matthews Asia Strategic Income (MAINX)

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). […]

Posted in Podcasts | Comments closed
  • Archives

  • MFO Update Notification



  • Latest Updates

css.php