Sentences with word «subadvisor»

Altrinsic Global Advisors, Earnest Partners, NFJ Investment Group and William Blair Investment Management are no longer listed as subadvisors to the fund.

Shareholders voted in support of the board of director's recommendation to name a new subadvisor for the International Value Fund.

The Fund utilizes a multi-manager approach, with subadvisors who use complementary investment approaches combined to provide broad micro cap exposure.

RMB Capital Management will be an interim advisor for the fund and Mendon Capital Advisors will be an interim subadvisor

Prior to the Reorganization, which is expected to occur on or about March 23, 2016, Marketfield Asset Management, LLC, the Fund's current subadvisor, will continue to manage the Fund... The New Fund will have the same investment objective, principal investment strategies and investment process.

These values extend from a broad internal investing capability, which reaches all major asset classes, to subadvisor partners, to the distribution team that supports advisors and clients.

Nevertheless, Hamilton Capital already has experience in ETFs as it acts as subadvisor to an ETF from Toronto - based First Asset Investment Management Inc., the industry note states.

He and his teammates are with Cadence Capital Management, subadvisor for this fund.

SEI relies on three subadvisors to manage the fund.

Gundlach uses this strategy in at least one hedge fund, a closed - end fund, DoubleLine Core Fixed Income (DLFNX) and Aston and RiverNorth funds for which he's a subadvisor.

LSV Asset Management has been approved as a subadvisor to the fund with Josef Lakonishok, Menno Vermeulen, Puneet Mansharamani, Greg Sleight and Guy Lakonishok responsible for day - to - day management of the fund.

May establish a cash position if the subadvisor does not believe opportunities exist for purchasing securities of companies that meet its investment requirements.

Forward and futures contract — Successful use of futures and forwards is dependent upon the subadvisors» skill and experience with those instruments and include risks such as imperfect correlation, potentially unlimited losses, inability to predict movements or direction, counterparty default, and margin requirements resulting in a disadvantageous sale.

No one, however, Scout Investments, Inc. will no longer be a subadvisor to the fixed income portion of the portfolio.

A few funds pay performance fees to subadvisors.

DoubleLine, WCM, Heitman Real Estate Securities and JPM are among the winners as Jackson shakes up it subadvisor roster and launches new funds.

StoneCastle is a subadvisor to Redwood Asset Management for the Redwood Income Growth Fund and the Redwood Equity Growth Fund.

Additionally, the firm is adding Toronto - based Mackenzie Investments as a subadvisor for the non-real property investments of Investors Real Property Fund.

Successful use of futures and forwards is dependent upon the subadvisors» skill and experience with those instruments and include risks such as imperfect correlation, potentially unlimited losses, inability to predict movements or direction, counterparty default, and margin requirements resulting in a disadvantageous sale.

Trilogy, the Fund's subadvisor, uses a bottom - up investment process driven by fundamental research, applying the following core principles to identify investments for the portfolio:

A dual contract investment advisory arrangement occurs when the investor or end client is required to execute a separate investment advisory agreement with both the sponsor and advisor / subadvisor.

Alternatively, buy Destra funds which use M / H as a subadvisor.