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Delaware REIT A Fund: Securitized Security
Babak Zenouzi and the REIT industry have enjoyed a long and prosperous friendship.
Zenouzi, the lead manager of the Delaware REIT A Fund (NASDAQ: DPREX), has been tracking the REIT market since he broke into investment management in 1992 with Delaware Investments as a novice equity analyst.
[September/October 2008]
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John Hancock Global Real Estate Fund: Going Global Fast
In December 2007, the John Hancock Real Estate Fund (JREAX), a long-time investor in domestic real estate companies, became the John Hancock Global Real Estate Fund (still JREAX).
[July/August 2008]
BNY Hamilton Global Real Estate Fund: The Great Communicators
Even though there are countless real estate companies around the world, the investment professionals at Urdang Securities Management who oversee the BNY Global Real Estate Fund (Nasdaq: BGBIX) have identified at least one indicator of success that they say transcends geographic boundaries: the ability to communicate.
[May/June 2008]
Phocas Real Estate Fund: A Fund Without the Flash
Phocas Financial is a simple, straight-to-the-point business.
[March/April 2008]
Nancy Holland, Aston/ABN AMRO Real Estate
Nancy Holland steadfastly adheres to the lessons of her career to help guide the fund’s real estate investment decisions.
[November/December 2007]
Dionisio Meneses, Jr. and David Siopack, Schwab Global Real Estate Fund
It's not often that one is able to work with a close friend every day, but that is exactly what Dionisio Meneses, Jr. and David Siopack, CFA have been able to do for the past 10 years.
[September/October 2007]
Michael C. Torres, Adelante U.S. Real Estate Securities Fund
Michael A. Torres' career in financial services sets him apart from many other real estate fund managers.
[May/June 2007]
John Wenker & Jay Rosenberg, First American Real Estate Securities Fund
Co-portfolio managers John Wenker and Jay Rosenberg like to travel from Minnesota to Lake Horseshoe in northern Wisconsin to go ice-fishing.
[March/April 2007]
Joe V. Rodriguez, Lead Portfolio Manager of AIM Real Estate Fund and AIM Global Real Estate Fund
Joe V. Rodriguez, lead portfolio manager of AIM Real Estate Fund and AIM Global Real Estate Fund, watches as funds continue to flow into the industry and the REIT market continues to amaze Wall Street pundits with its resiliency.
[January/February 2007]
ING Clarion Real Estate Securities
ING Clarion Real Estate Securities has been managing equity real estate assets for institutions since 1984.
[November/December 2006]
Principal Real Estate Securities Institutional Fund
Kelly D. Rush, CFA, has been a part of the real estate industry since he started at Principal Global Investors 19 years ago.
[September/October 2006]
Henderson Property Fund
Receiving a Bachelor's of Science degree in engineering is not the most traditional means of becoming a real estate fund manager, but it is coincidentally the track followed by both Edward F. Pierzak, Ph.D and Terry D. Senger, portfolio managers for the Henderson Property Fund.
[July/August 2006]
Fidelity Real Estate Investment Portfolio
Real estate investing is typically best viewed as a long-term proposition.
[May/June 2006]
Phoenix Real Estate Securities Fund
Last year, the newly named Phoenix Real Estate Securities Fund became one of the few funds ever to reach its 10th anniversary in the Lipper Real Estate category.
[January/February 2006]
Goldman Sachs Real Estate Securities Fund
Extensive research and an experienced investment team are key ingredients to fund managers Mark Howard-Johnson and David Kruth's investment strategy with the Goldman Sachs Real Estate Securities Fund.
[November/December 2005]
A Primer on Real Estate ETFs and Index Funds
Capital flows into real estate mutual funds have been impressive in recent years as investors have sought the solid returns, stellar dividends and positive diversification benefits REITs provide.
[September/October 2005]
Davis Real Estate Fund
Andrew Davis and Chandler Spears, co-portfolio managers of the Davis Real Estate Fund, say the key to successfully investing in real estate securities is to treat REITs like any other equity.
[July/August 2005]
American Century Real Estate Investments Fund
It may seem oversimplified, but portfolio manager Scott Blasdell says that his strategy for selecting companies for the American Century Real Estate Investments Fund is to own cheap stocks.
[May/June 2005]
Westcore Plus Bond Fund
There is no "I" in team, or in the Westcore Plus Bond Fund.
[March/April 2005]
Third Avenue Real Estate Value Fund
Most dedicated real estate mutual funds contain a high allocation to REITs, however Third Avenue Real Estate Value Fund's portfolio manager Michael Winer takes a different avenue.
[January/February 2005]
Russell Real Estate Securities Fund
The Russell Real Estate Securities Fund (Class S) is atypical in its management style, using a multi-manager approach in which its three fund managers operate independently of each other with the collective goal of generating strong returns and building portfolio diversification.
[November/December 2004]
Delaware Dividend and Income Fund
The Delaware Dividend and Income Fund's co-portfolio manager Damon Andres wasn't daunted by April's market volatility for real estate equities.
[September/October 2004]
Alpine U.S. Real Estate Equity Fund
Growing up, talk around Samuel A. Lieber's dinner table wasn't always about a day at school; often the conversation was filled with snippets on particular stocks.
[May/June 2004]
T. Rowe Price Real Estate Fund
In this issue we profile the T. Rowe Price Real Estate Fund, a dedicated real estate fund that utilizes a long—term, total return strategy.
[March/April 2004]
SB Capital and Income Fund
In this issue, we profile SB Capital and Income Fund, a diversified mutual fund with a large REIT weighting.
[January/February 2004]
Kensington Select Income Fund
In this issue, we profile Kensington Select Income Fund. Fund co-manager Joel Beam shares his thoughts on market returns, favorite sectors, investment insights, and what sets his fund apart from other dedicated REIT funds.
[November/December 2003]
Strong Value Fund
In this issue, we profile the Strong Value Fund. Fund manager Laura J. Sloate seeks capital growth through investing primarily in equity securities, with a focus on undervalued companies.
[September/October 2003]
Brazos Real Estate Securities Fund
In this issue, Fund Focus takes a look at the Brazos Real Estate Securities Fund, a dedicated real estate fund.
[July/August 2003]
Munder Small Cap Value Fund
In order to illustrate the growing role real estate stocks play in a variety of mutual funds, Fund Focus provides a brief snapshot of a fund and its view on REITs.
[May/June 2003]
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