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Interview Process
(UMBIX) A Sense of Value
Excelsior Value & Restructuring Fund

A large number of portfolio managers are yielding the effort to identify the materialization of their investment philosophy to automated screening methods and formulas. David Williams, the manager of the Excelsior Value and Restructuring Fund, is bucking the preset style by making the best use of his instinctive sense of value and...

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(UMLCX) Past Answers for Future Results
Excelsior Small Cap Fund

Successful investing is often associated with the skill of making good predictions on the market. In pursuit of reading the future many investors apply strategies based on their knowledge and intuition. Douglas Pyle, who is at the helm of the Excelsior Small Cap Fund, has automated...

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(LSGLX) Global Value
Loomis Sayles Global Bond Fund

Loomis Sayles' portfolio managers have the support of a significant in-house global research capability. For Kenneth Buntrock and David Rolley, a value discipline and a research-driven investment strategy keeps their Global Bond Fund ahead of the competition.

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