This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

EAS Fund Discovers New Emerging Markets

What is your best "sleeper" fund pick?

Isbitts: I'll give you two to provide an idea of the wide range of funds we research and use in the EAS Genesis Fund: Nakoma Absolute Return Fund (NARFX) and T. Rowe Price Africa and Middle East Fund (TRAMX). Nakoma runs a long-short fund and is run by a group we hold in high regard. They are risk managers first, return generators second. The T. Rowe Price fund allows us access to the frontier markets, which are markets not yet as developed as the more familiar emerging markets. We want to participate in the very long-term growth potential of these frontier markets, and this fund is a convenient way to do so with daily liquidity as part of our "fund-of-mutual funds" structure.

What is your favorite sector?

Isbitts: Our favorite sectors are the aforementioned environmental equities as well as global infrastructure. And since those ideas may take time for their true potential to be widely recognized by the market, we use a variety of hedging techniques in our fund to try to create a much smoother ride for the long-term investor.

Which sector or stock would you avoid?

Isbitts: I think that over a medium- to long-term time horizon, high-quality bonds and funds/ETFs that own them are an accident waiting to happen. I am not saying that the U.S. economy will collapse, but I believe that the U.S. government will not be able to borrow so cheaply going forward. If you look back at the last time we had higher inflation leading to higher bond yields, you will quickly see that there are some surprises waiting for financial advisers and their clients if they think that either their real and nominal capital can be preserved by investing the way they did in the 1990s.

2 of 3

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
DOW 16,943.81 +28.74 0.17%
S&P 500 1,967.57 +2.89 0.15%
NASDAQ 4,415.49 +19.2860 0.44%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto
Advertising Partners

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs