Category Archives: Podcasts

Guinness Atkinson Global Innovators Fund (IWIRX)

The fund: Guinness Atkinson Global Innovators Fund (IWIRX) and Guinness Atkinson Dividend Builder Fund (GAINX). Managers: Matthew Page and Ian Mortimer.  The call: In February we spoke with Matthew Page and Ian Mortimer of the Guinness Atkinson funds. Both of their funds have remarkable track records, we’ve profiled both and I’ve had good conversations with the […]

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Polaris Global Value (PGVFX)

The fund: Polaris Global Value Fund (PGVFX) Managers: Bernard Horn. Mr. Horn is Polaris’s founder, president and senior portfolio manager. The call: About 40 of us gathered in mid-January to talk with Bernie Horn. It was an interesting talk, one which covered some of the same ground that he went over in private with Mr. Studzinski and […]

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RiverPark Large Growth Fund (RPXFX)

The fund: RiverPark Large Growth Fund (RPXFX) Managers:  Mitch Rubin, a Managing Partner at RiverPark and their CIO. The call: On December 17th we spoke for an hour with Mitch Rubin, manager of RiverPark Large Growth (RPXFX/RPXIX), Conrad van Tienhoven, his long-time associate, and Morty Schaja, CEO of RiverPark Funds. Here’s a brief recap of the […]

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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, […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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