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Rating:A Pair of Boutiques Get Into the Mutual Fund Business Not Rated 5.0 Email Routing List Email & Route  Print Print
Wednesday, June 1, 2011

A Pair of Boutiques Get Into the Mutual Fund Business

Reported by Hung Tran

Two of Montage Investments' boutique asset managers just got into the mutual fund business.

Nuance Investments today unveiled the Nuance Concentrated Value Fund, its first open-ended mutual fund. Launched in partnership with Montage Investments, the fund offers an institutional share class trading under the symbol NCVLX.

The fund invests primarily in equity securities of U.S.-based companies that Nuance believes are high quality, though temporarily out of favor. "Our classic value approach to investing is based on our team's in-depth analysis of each company within our portfolio," stated Scott Moorepresident and chief investment officer of Nuance. "Our knowledge and experience with each company we own means that we can execute quickly with a focus on seeking to generate excess returns for our investors."

Also, Tortoise Capital Advisors has launched Tortoise MLP & Pipeline Fund. The fund will invest primarily in equity securities of MLP and pipeline companies that own and operate essential North American energy infrastructure assets.

“We continue to see a need for substantial growth capital as pipeline and related infrastructure projects are expected to facilitate the transportation of natural gas and oil from new supply areas to growing population destinations across North America,” stated Tortoise senior advisor Jeffrey Fulmer. “We believe this creates a compelling investment opportunity in the coming decades.”

Another Montage boutique shop, Palmer Square Capital Management, also recently entered the mutual fund space. Montage's umbrella currently includes some half dozen more asset managers.  

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