Category Archives: Fund News

LSA Manager Interview with Ty Powers from Hatteras

LSA Manager Interview with Ty Powers Portfolio Managers with Hatteras:   TY POWERS, CFA DIRECTOR, PORTFOLIO MANAGEMENT Mr. Power’s primary responsibilities include manager research for the Hatteras Alternative Mutual Funds including hedge fund manager sourcing and due diligence. Prior to … Continue reading

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The new PIMCO without Bill Gross

PIMCO Elects Daniel Ivascyn as Group Chief Investment Officer Firm Names Andrew Balls, Mark Kiesel, Virginie Maisonneuve, Scott Mather and Mihir Worah Chief Investment Officers Kiesel, Mr. Mather and Mr. Worah named Portfolio Managers for Total Return Fund Saumil Parikh, Mr. … Continue reading

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Portfolio Manager Commentary

Portfolio Manager Commentary: Short Duration Credit May 15, 2014 Robert A. Lee  Partner & Director of Taxable Fixed Income Andrew H. O’Brien, CFA  Partner, Portfolio Manager  Lord Abbett Partners Rob Lee and Andy O’Brien talk about the trends that are affecting fixed-income … Continue reading

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MainStay Marketfield Update

The 75 day performance of Marketfield has generated some questions.  As I write this, MFLDX is down 6.10% YTD. These results, though disappointing, are believed to be short term in nature by the team.  I genuinely appreciate your past support, … Continue reading

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Fund Closing Announcement

It was just announced that T. Rowe Price Cap App is going to be conducting a more formal soft close.  LSA is recommending that you keep any current positions and utilize the following funds as possible replacements: Janus Balanced – … Continue reading

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Hatteras Funds Group

HATTERAS FUNDS GROUP TO BE ACQUIRED BY RCS CAPITAL CORPORATION RCS Capital Increases its Exposure to Alternative Investments with Acquisition of Hatteras, a Boutique Alternative Investment Specialist Existing Hatteras Leadership Team to Remain Autonomous RCAP to Provide Access to Integrated Distribution Platform and Financial … Continue reading

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LSA Manager Interview with Mike Hennen and Ty Powers Portfolio Managers with Hatteras

Michael P. Hennen, CFA DIRECTOR, PORTFOLIO MANAGEMENT Mr. Hennen is a portfolio manager for the Hatteras Alternative Mutual Funds. His primary responsibilities include asset allocation, portfolio construction, and manager research. Previous to his current role, Mr. Hennen was a Vice … Continue reading

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LSA Manager Interview with Todd Thompson, CFA – Portfolio Manager at Reams Asset Management and Scout Unconstrained Bond Fund

  Todd C. Thompson, CFA, is a portfolio manager and leads the fixed income credit research team at Reams Asset Management. He is a co-portfolio manager of the Scout Core Bond Fund, Scout Core Plus Bond Fund and the Scout … Continue reading

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Manager Interview with Michael Aronstein MainStay Marketfield

  MainStay Marketfield Fund Monthly Commentary The past month has been characterized by a widespread series of transitions during which poor relative performances have devolved into meaningful absolute losses. One of the side effects of the abundance of central bank … Continue reading

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LSA Manager Interview with Steven D. Roth, CFA – Lead Portfolio Manager Dean Small Cap Value

Steve Roth is a founding member of Dean Capital Management, LLC and serves as the lead Portfolio Manager on the Dean Small Cap Value strategy. He also provides

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LSA Manager Interview with Kewjin Yuoh Parther, Portfolio Manager of Taxable Fixed Income with Lord Abbett

Kewjin Yuoh, a Partner and a Portfolio Manager for Taxable Fixed Income, is part of the team managing several Lord Abbett funds, including Core Fixed Income, Income, Total Return, Short Duration Income, and Inflation Focused. Mr. Yuoh directs the

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Chart of the Week: Updated 2013 Tax Rate Schedule and Important Financial Data

Every year LSA posts the update tax rate schedule and other important financial data for advisors to use with client and prospects.  The updated document is now available on the LSA website for active member to private label and use … Continue reading

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