We sat down with a camera and our managers for a little Q&A.
Click on any of the links below for a video of their answers.
Frank Mersch
Riding the Capital Spending Wave to Recovery
- How would you define the current investment environment?
- So what would it take to make a lot of money?
- What is your roadmap for investments in 2009/2010?
- Do you see new companies evolving out of this capital spending?
- Can you comment on the various sectors of the market?
- Do you have any advice for investment advisors?
- Some people refer to you as a resource manager. How would you respond to that?
- How do you make money back without taking excess risk?
- Can you comment on solvency?
- What is the bond market currently pricing into defaults?
- Front Street Diversified Income Fund: Eric Dzuba/Prakash Hariharan
- Front Street Capital
- Capital spending cycles
Eric Dzuba
Low Volatility Yield and Credit Strategy
- How did the portfolio hold up so well when when the market was plummeting?
- Do you agree that merger arbitrage will play a bigger part of your portfolio?
- What is your background?
- Where do you see opportunities unfolding in 2009 through 2010?
- What's the benefit to an investor owning your fund right now?
- What is your view on the bond market?
- How is the size of your fund benefit relative to your competitors who are multi-billion dollar funds?
- Why should clients buy the Diversified Income Fund?
Norm Lamarche
Resource Cycle Isn't Over Yet
- How is this resource downturn different from previous cycles?
- Where do you see the best opportunities unfolding in the resource group?
- What's your view on gold?
- The world has been calling for the U.S. dollar to crash. Do you see that happening? What would cause that to happen?
- Can you talk about mergers and acquisitions, and how you see them unfolding over the next 12 to 24 months?
- Can you explain stock market valuations versus the "real world"?
- You've been following this compressed natural gas story. Can you talk about that?
- Do you build your portfolios from themes of the top/down and build stocks from bottom up?
- How many stocks would you own in your portfolios?
- To what degree are you overweight in sectors?
- What are the differences between Front Street Growth Fund and Front Street Special Opportunities Fund?