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Lake Partners, Greenwich CT Montag & Caldwell, Atlanta GA Lee Munder Capital Group LLC, Boston MA Aston Asset Management, Chicago IL
Lake Partners, Greenwich CT

Manager Insight – Thoughts on Managing Risk

By Eric Cinnamond, Portfolio Manager, River Road Asset Management
The prices of small cap stocks approached or exceeded record levels during the first quarter of quarter 2012. Small-cap valuations appear elevated ...

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An “All In One” Approach to Alternative Strategies – ASTON/Lake Partners LASSO Alternatives Fund

In today’s volatile markets, investors are looking to alternative investment strategies for potential tools for risk management, additional sources of return, or enhanced diversification. The ASTON/Lake Partners LASSO Alternatives Fund, launched on April 1, 2009, is designed to...

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Aston Plans New Fund Launch

ASTON/River Road Dividend All Cap Value Fund II

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Spotlight – You Can Teach An Old Dog New Tricks

Montag & Caldwell seeks steady growth opportunities among mid-cap stocks.

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Aston Promotes from Within and Adds to Internal Sales Desk

CHICAGO – March 27, 2012 – Aston Asset Management, LP (Aston) is pleased to announce that it has promoted Mark Kim, CFA to Managing Director, Southeast Region where he will be responsible for external sales.

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ASTON/Lake Partners LASSO Alternatives Fund featured on TheStreet.com

On March 27, 2012 – Rick Lake, portfolio manager of the ASTON/Lake Partners LASSO Alternatives Fund was interviewed by Greg Greenberg of TheStreet.com.

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ASTON/Lake Partners LASSO Alternatives Fund featured on CNBC’s Closing Bell

On March 23, 2012 – Rick Lake, portfolio manager of the ASTON/Lake Partners LASSO Alternatives Fund was interviewed by Greg Greenberg of CNBC’s Closing Bell.

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ASTON/DoubleLine Core Plus Fixed Income Fund

Statistics and Characteristics as of 2/29/2012

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Investment Advisor – Simple Steps To Success – ASTON/TAMRO Diversified Equity Fund

TAMRO Capital Partners explains their core process, long track record and strong returns.

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ASTON/M.D. Sass Enhanced Equity Fund featured on TheStreet.com

On March 6, 2012 – Ronald Altman, portfolio manager of the ASTON/MD Sass Enhanced Equity Fund was interviewed by Greg Greenberg of TheStreet.com.

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TAMRO’s Tim Holland on CNBC Street Signs-Dow 20,000 By Year’s End?

Portfolio Manager Tim Holland ASTON/TAMRO Diversified Equity Fund Interviewed

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Spotlight – Why You Need Alternatives in Your Portfolio

Managing risk-adjusted returns is the key to long-term investment success

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Manager Insight - The Mid-Cap Advantage

Montag & Caldwell Investment Counsel
During the past 30 years, mid-cap stocks have consistently provided superior investment returns with less volatility than small-cap stocks.

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Aston Funds Cross $10 Billion Threshold for Assets Under Management - Reaches Milestone in Only Five Years

Chicago – January 23, 2012 – Aston Asset Management, LP (Aston) has announced that its mutual fund assets under management exceeded $10 billion, as of the close of business on January 19, 2012.

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Spotlight – Experience Before Theory

Mutual fund investors need to focus more on building practical portfolio construction skills instead of relying on detached academic theory.

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Capital Gain Distributions Now Available

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Aston Adds New Small Cap Fund Managed by Silvercrest Asset Management Group

CHICAGO – December 27, 2011 – Aston Asset Management, LP (Aston) is pleased to announce the addition of a new mutual fund to its family of funds, the ASTON/Silvercrest Small Cap Fund (Tickers: ASCTX N-Class, ACRTX IClass). The Fund opens to investors on December 27, 2011.

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Summary of General Comments: Jeffrey Gundlach - ASTON/DoubleLine Webcast 11/15/2011

With the Federal budget problem looming and the potential for tax increases or spending cuts very real, we have a significant risk of a recession in the next couple of years – and the likelihood of significant volatility in security markets throughout that period. The recession...

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CNBC.com Street Signs - U.S. Equities Looking Up? Portfolio Manager Philip Tasho of ASTON/TAMRO Small Cap Fund Interviewed

Portfolio Manager Philip Tasho of ASTON/TAMRO Small Cap Fund Interviewed

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Aston to Soft Close the ASTON/River Road Dividend All Cap Value Fund (ARDEX, ARIDX)

CHICAGO – December 12, 2011 – Aston Asset Management, LP (Aston) has announced that it will implement a “Soft Close” of the ASTON/River Road Dividend All Cap Value Fund (“the Fund”), on or about December 16, 2011.

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  • 5/8/2012

    Manager Insight – Thoughts on Managing Risk

    4/30/2012

    An “All In One” Approach to Alternative Strategies – ASTON/Lake Partners LASSO Alternatives Fund

    4/17/2012

    Aston Plans New Fund Launch

    4/11/2012

    Spotlight – You Can Teach An Old Dog New Tricks

  • 3/27/2012

    Aston Promotes from Within and Adds to Internal Sales Desk

    3/27/2012

    ASTON/Lake Partners LASSO Alternatives Fund featured on TheStreet.com

    3/23/2012

    ASTON/Lake Partners LASSO Alternatives Fund featured on CNBC’s Closing Bell

    3/20/2012

    ASTON/DoubleLine Core Plus Fixed Income Fund

  • 3/19/2012

    Investment Advisor – Simple Steps To Success – ASTON/TAMRO Diversified Equity Fund

    3/6/2012

    ASTON/M.D. Sass Enhanced Equity Fund featured on TheStreet.com

    2/28/2012

    TAMRO’s Tim Holland on CNBC Street Signs-Dow 20,000 By Year’s End?

    2/22/2012

    Spotlight – Why You Need Alternatives in Your Portfolio

  • 2/10/2012

    Manager Insight - The Mid-Cap Advantage

    1/23/2012

    Aston Funds Cross $10 Billion Threshold for Assets Under Management - Reaches Milestone in Only Five Years

    1/5/2012

    Spotlight – Experience Before Theory

    12/30/2011

    Capital Gain Distributions Now Available

  • 12/27/2011

    Aston Adds New Small Cap Fund Managed by Silvercrest Asset Management Group

    12/23/2011

    Summary of General Comments: Jeffrey Gundlach - ASTON/DoubleLine Webcast 11/15/2011

    12/16/2011

    CNBC.com Street Signs - U.S. Equities Looking Up? Portfolio Manager Philip Tasho of ASTON/TAMRO Small Cap Fund Interviewed

    12/12/2011

    Aston to Soft Close the ASTON/River Road Dividend All Cap Value Fund (ARDEX, ARIDX)

  1. Featured Commentaries
  2. Most Popular Articles
  3. Webcasts
  4. Videos
  5. Daily NAVs
  6. Press

Rick LakeASTON/Lake Partners LASSO Alternatives Fund featured on TheStreet.com

Webcasts for Investment Professionals

If you are an investment professional interested in attending the webcast, please call (800) 597-9704, and we will send you a registration link. You can also login here to access the webcast registration directly from Aston's research website.

Upcoming Webcasts in 2012:

May 22nd at 4:00 pm (ET) – ASTON/River Road Independent Value Fund 

VIEW REPLAYS

SECOND QUARTER 2012 WEBCAST SCHEDULE (222 KB, PDF)

Ronald L. AltmanASTON/MD Sass Enhanced Equity Fund featured on TheStreet.com

Rick LakeASTON/Lake Partners LASSO Alternatives Fund featured on TheStreet.com

Rick Lake CNBC March 2012ASTON/Lake Partners LASSO Alternatives Fund featured on CNBC’s Closing Bell

Tim Holland CNBC Feb 2012 - 2CNBC Street Signs – Dow 20,000 By Year’s End? Portfolio Manager Tim Holland ASTON/TAMRO Diversified Equity Fund Interviewed

CNBC Street Signs Tasho Dec 2011CNBC.com Street Signs - U.S. Equities Looking Up? Portfolio Manager Philip Tasho of ASTON/TAMRO Small Cap Fund Interviewed

MD Sass Fox Business Dec 2011ASTON/MD Sass Enhanced Equity Fund featured on Fox Business News

Rick Lake Rick Lake
Introduction to ASTON/Lake Partners LASSO Alternatives Fund - Part I

Rick Lake Rick Lake
Introduction to ASTON/Lake Partners LASSO Alternatives Fund - Part II

Rick Lake Rick Lake
Introduction to ASTON/Lake Partners LASSO Alternatives Fund - Part III


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Published: 05-18-2012 Class Symbol NAV Change YTD
ASTON/Montag & Caldwell Growth FundNMCGFX 23.70 0.803.54
ASTON/Veredus Select Growth FundNAVSGX 10.32 1.051.88
ASTON/TAMRO Diversified Equity FundNATLVX 12.30 0.892.59
ASTON/River Road Dividend All Cap Value FundNARDEX 10.88 0.730.64
ASTON/Fairpointe Mid Cap FundNCHTTX 29.25 1.55-1.15
ASTON/TCH Fixed Income FundNCHTBX 10.73 0.193.25
ASTON/Lake Partners LASSO Alternatives FundNALSNX 11.98 0.501.61

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The performance data quoted represents past performance. Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that an investor's shares upon redemption may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. For performance data current to the most recent quarter-end, please click here to view Quarterly Performance.

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Resources

Aston History (228 KB, PDF)
Capabilities Brochure (7 MB, PDF)
Aston Style Box (105 KB, PDF)
Aston Subadvisers (812 KB, PDF)
Sales Map .pdf (3 MB, PDF)

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