CHICAGO —Aston Asset Management, LP (Aston) announced today that it has launched the ASTON/Guardian Capital Global Dividend Fund (AGCNX: Class N/ AGCDX: Class I), which invests in a diversified portfolio of both U.S. and non-U.S. dividend-paying securities across all market capitalizations.
Aston will act as the investment adviser to the Fund while Guardian Capital LP (Guardian Capital) will act as subadviser, responsible for the day-to-day management of the Fund. Guardian Capital has been managing institutional assets since 1962, and the firm believes the right combination of dividend growth and yield has the potential to drive superior investment returns.
“Guardian Capital has an experienced management team and a disciplined investment process and strategy—criteria we view as critical for a successful long-term partnership,” said Stuart D. Bilton, Chairman and Chief Executive Officer of Aston. “We are delighted to be opening the ASTON/Guardian Capital Global Dividend Fund with them.”
The Fund employs bottom-up analysis to look for firms with the ability to grow earnings and a willingness to increase dividends. The portfolio managers analyze stocks globally to focus on the best ideas within sectors, regardless of geography.
The Fund will be managed by Srikanth Iyer, Managing Director and Head of Systematic Strategies at Guardian Capital; and Fiona Wilson, CFA, Portfolio Manager at Guardian Capital.
“Guardian Capital has a deep, fundamental understanding of financial markets across the world,” said Mr. Iyer. “We view ourselves as adaptive managers. Our process allows us to have a comprehensive understanding of the markets; we then adapt the portfolio to the changing environment.”
ASTON/Guardian Capital Global Dividend Fund
About Aston Asset Management, LP
Headquartered in Chicago, Illinois, Aston provides investment management services to the mutual fund and managed accounts markets by carefully selecting, monitoring and marketing experienced boutique investment managers, who seek to achieve consistent investment performance using disciplined investment processes and best-in-class business standards. From the initial due diligence on an investment manager to the launching of a new Aston Fund, we take measured steps to ensure congruence between the requirements of Aston, the capabilities of the sub-adviser and the needs of clients. As of March 31, 2014, Aston is the adviser to 23 mutual funds with total net assets of approximately $15.9 billion. Our funds are distributed nationally through intermediaries including registered investment advisers, model platforms, broker-dealers, consultants, retirement platforms and wealth management teams.
Foreign and emerging market securities involve risks related to adverse political and economic developments unique to a country or a region, currency fluctuations or controls. The Fund may be subject to investment style risk in that returns from dividend-paying, larger-capitalization stocks can trail returns from the overall stock market for extended periods.
Before investing carefully consider the fund’s investment objectives, risks, charges and expenses. Contact 800-992-8151 or visit the Aston Funds website at ww.astonfunds.com for a prospectus or a summary prospectus containing this and other information. Read it carefully.
Aston Funds are distributed by Foreside Funds Distributors LLC.