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(GB00B1G3BF) Multi Manager, Multi Markets Aug 27, 10:44 AM EDT |
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| Managed with capital preservation in mind, the HSBC Open Global Distribution Fund aims
to provide a high level of income by investing in the widest possible range of asset classes across global markets. The fund manager Nick Pothier is prepared to head well off the beaten track to uncover talented sub-managers with alternative investment philosophies and to combine those in ways which maximize diversification and reduce risk. |
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(EVX, GEX, GDX, RSX, SLX) ETFs for Frontier Investors Aug 23, 1:13 PM EDT |
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| Innovation can lead you to interesting places, and in the case of Van Eck Global, it led us to global-growth related ETFs in previously undercovered investment areas of the ETF market. Our ETFs are designed to be effective building blocks for a diversified portfolio and to provide investors with pure exposure to specific sectors or countries, including companies not trading in the U.S. |
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(GKA, GKB, GKC, GKD, GKE) Trade Bonds Like ETFs Aug 21, 8:57 AM EDT |
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| With not too many fixed-income ETFs on the market, Ameristock’s new products aim to bring competition and choice for investors. The concept behind the ETFs, which track a different index, includes the ability to play the yield curve, pure style, and limited expenses. The move is the next
logical step for a company that already has products tracking the prices of oil and natural gas as reflected in their futures. |
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(AMSTX) Largest Cap Values Aug 20, 11:33 AM EDT |
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| Back in 1995 the idea was to design a value fund that is suitable even for the most risk-averse investor. The result is the Ameristock Mutual Fund, which invests in 39 largest-cap stocks and household names that are profitable, pay dividends, and have solid business fundamentals. The manager Nicholas Gerber relies on a bottom-up selection process and fundamental analysis to
hand-pick the right companies in the right industry dynamics. |
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(SASTX) Stable and Risk Averse Aug 10, 10:10 AM EDT |
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| It would hardly be a surprise that the Summit Short-Term Government Fund invests the
majority of its assets in government and agency bonds. Targeted for risk-averse investors who seek stable income, the fund eliminates the credit risk from the portfolio and manages the interest rate risk with different strategies. In addition, Mike Schultz, the manager of the fund, aims to add alpha through investments in the agency mortgage-backed area. |
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(POVSX) The Probability to Outperform Aug 08, 11:53 AM EDT |
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| Scouring a large universe of international stocks to find the ones with best chances to
outperform, is indeed a difficult task. Joshua Byrne, the manager of the Putnam International Equity Fund, relies on a long-term view, a disciplined process, a team of 20 sector analysts, and a blend between quantitative and fundamental analysis to find multiple points of confirmation that the stocks in his portfolio have all it takes to outperform. |
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(ARCHX) Steady Returns Aug 07, 12:41 PM EDT |
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| The Archer Balanced Fund aims at maintaining an asset allocation model by investing in
stocks and bonds at different levels depending on market conditions while keeping the risk below that of the S&P 500. Portfolio manager Troy Patton uses a top-down approach to evaluate industries and sectors that have fallen out of favor and within them to identify companies with
financial strength and strong management that are selling below their intrinsic value. |
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(PYMRX) Enhancing Index Returns Aug 03, 10:25 AM EDT |
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| Index funds have been praised for providing low-cost exposure and have gained popularity
due to the dismal performance of actively managed funds. The Payden Market Return Fund is neither of the above as it falls right in the middle. It aims for the return of the S&P 500 plus alpha, but with low volatility and tracking error. The interesting strategy of this fund is that it includes futures and bonds, although it remains an equity fund. |
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(GB00B0D759) On Top Down Under Jul 30, 9:05 AM EDT |
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| Representing a story of supply and demand, the commodities market is highly cyclical. This time, however, we might be witnessing a major structural change in their pricing due to the huge demand from emerging economies and the ongoing supply problems, according to Elliott Rowton, the manager of the Australian Natural Resources Fund. Based in Perth, the resources heart of Australia, the fund offers exposure to natural resource focused companies. |
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(EXT, DTD, DWM, DBN) Fundamental Value in ETFs Jul 27, 9:41 AM EDT |
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| WisdomTree is the first company that manages ETFs based on indexes it creates and
owns. Luciano Siracusano believes that the standard capitalization-weighted indexes are
flawed in their tendency to overweight the overvalued stock, sectors, and regions. That’s why the company developed fundamentally weighted indexes to target better returns with lower volatility. |
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