Close Close
Sign In
Newsletters
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
Podcast Center Video Center Webcasts Resource Center Events
About ThinkAdvisor Contact Us Advertise With Us Asset & Logo Licensing Sitemap Terms of Service Privacy Policy Copyright © 2024 ALM Global, LLC. All Rights Reserved.
ThinkAdvisor

Technology > Investment Platforms > Turnkey Asset Management

Five New Funds at Aston Asset Management

By Staff Writer

X
Your article was successfully shared with the contacts you provided.

Aston Asset Management, in Chicago, launched five new mutual funds on November 5, including two international funds: Aston/Barings International Fund (ABIIX), and Aston/SGA International Small-Mid Cap Fund (ASNMX); and three mid-cap funds: Aston/Montag & Caldwell Mid Cap Growth Fund (AMCMX), Aston/ClariVest Mid Cap Growth Fund (ACVMX), and Aston/Cardinal Mid Cap Value Fund (ACDMX).

London-based Baring Asset Management’s Christopher Lees will manage Aston/Barings International Fund with a “growth at a reasonable price” (GARP) investment process, looking for companies that he believes will continue to grow, according to the Aston announcement.

Aston/SGA International Small-Mid Cap Fund will be co-managed by Dr. Gary Baierl, of Strategic Global Advisors (SGA), in Newport Beach California. Baierl will use a quantitative as well as fundamental process to select the small- and mid-cap companies for the fund’s portfolio.

On the mid-cap front, Scott Thompson and Andrew Jung of Montag & Caldwell, in Atlanta, will manage the Aston/Montag & Caldwell Mid Cap Growth Fund. Their investment process is fundamentals-driven, and they will look at companies with market caps in the $2.5 billion to $10 billion range. Montag & Caldwell is sub-advisor to two other Aston Funds, Aston/Montag & Caldwell Growth Fund, and Aston/Montag & Caldwell Balanced Fund.

San Diego-based ClariVest’s Todd Wolter will manage the portfolio for the new Aston/ClariVest Mid Cap Growth Fund, which will be driven by ClariVest’s quantitative investment process.

Aston/Cardinal Mid Cap Value Fund will have a fairly broad market cap range of $1 billion to $15 billion. Greenwich, Connecticut-based Cardinal Capital Management’s Amy K. Minella, Robert B. Kirkpatrick, and Eugene Fox, III will manage the portfolio, looking for companies with good free cash flow relative to price, with, among other things, “stable and predictable” businesses, the Aston announcement says.

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.