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 ...
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...
Read More Download FileSpotlight – You Can Teach An Old Dog New Tricks
Montag & Caldwell seeks steady growth opportunities among mid-cap stocks.
Read MoreAston 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.
Read MoreASTON/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.
Read MoreASTON/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.
Read MoreASTON/DoubleLine Core Plus Fixed Income Fund
Statistics and Characteristics as of 2/29/2012
Read More Download FileInvestment Advisor – Simple Steps To Success – ASTON/TAMRO Diversified Equity Fund
TAMRO Capital Partners explains their core process, long track record and strong returns.
Read More Download FileASTON/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.
Read MoreTAMRO’s Tim Holland on CNBC Street Signs-Dow 20,000 By Year’s End?
Portfolio Manager Tim Holland ASTON/TAMRO Diversified Equity Fund Interviewed
Read MoreSpotlight – Why You Need Alternatives in Your Portfolio
Managing risk-adjusted returns is the key to long-term investment success
Read MoreManager 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.
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.
Read MoreSpotlight – Experience Before Theory
Mutual fund investors need to focus more on building practical portfolio construction skills instead of relying on detached academic theory.
Read MoreAston 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.
Read MoreSummary 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...
Read MoreCNBC.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
Read MoreAston 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.
Read More Download FileBy 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 ..... Read full article.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 be a one-stop diversified solution for investors seeking exposure to alternative strategies. Download File (189 KB, PDF)
The beginning of 2012 saw a resurgence of investor risk appetite. Growing optimism for a healthy U.S. economic recovery helped fuel the reversal of investor sentiment.. Read full article.
Stocks Extend Rally
Stocks delivered one of the best first quarter performances on record in 2012, extending the rally that began in October 2011 and lifting most major indexes to new 12-month highs. .. Read full article.Stocks Extend Rally
Stocks delivered one of the best first quarter performances on record in 2012, extending the rally that began in October 2011 and lifting most major indexes to new 12-month highs. .. Read full article.Managing risk-adjusted returns is the key to long-term investment success.. Read full article.
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... Read full article.Mutual fund investors need to focus more on building practical portfolio construction skills instead of relying on detached academic theory... Read full article.
Quarterly Commentary
Quarterly Commentary
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)
| Published: 05-18-2012 | Class | Symbol | NAV | Change | YTD |
|---|---|---|---|---|---|
| ASTON/Montag & Caldwell Growth Fund | N | MCGFX | 23.70 | 0.80 | 3.54 |
| ASTON/Veredus Select Growth Fund | N | AVSGX | 10.32 | 1.05 | 1.88 |
| ASTON/TAMRO Diversified Equity Fund | N | ATLVX | 12.30 | 0.89 | 2.59 |
| ASTON/River Road Dividend All Cap Value Fund | N | ARDEX | 10.88 | 0.73 | 0.64 |
| ASTON/Fairpointe Mid Cap Fund | N | CHTTX | 29.25 | 1.55 | -1.15 |
| ASTON/TCH Fixed Income Fund | N | CHTBX | 10.73 | 0.19 | 3.25 |
| ASTON/Lake Partners LASSO Alternatives Fund | N | ALSNX | 11.98 | 0.50 | 1.61 |
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.
- 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.
- 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
- 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.
- 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.
- 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
- 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.
- Aston to Soft Close the ASTON/River Road Independent Value Fund (ARIVX, ARVIX) Eleven Months After Opening
CHICAGO – December 6, 2011 – Aston Asset Management, LP (Aston) has announced that it will implement a “Soft Close” of the ASTON/River Road Independent Value Fund (“the Fund”), on or about December 7, 2011. The Soft Close will mean that the Fund will close to new investors but remain open to existing shareholders.
- ASTON/MD Sass Enhanced Equity Fund featured on Fox Business News
Editor's Picks How Investors Can Profit Even in a Down Market
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