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TheShadow

About

Users name: TheShadow
Joined: April 2011
Visits: 21,661
Last Active: 1:27PM
Roles: Member

Comments

Takes a little time to get it online with brokerages. I am awaiting for the investor class, if it should ever become available.

in Artisan International Explorer Fund in registration Comment by TheShadow May 2022
update: EA Bridgeway Blue Chip ETF registration filing https://www.sec.gov/Archives/edgar/data/1592900/000182912622011439/easeries_485apos.htm

in Bridgeway Blue Chip Fund to be reorganized into an ETF Comment by TheShadow May 2022
No thoughts other than people are pulling out their money/gains only to reinvest it when they think the market has hit a low point.

in Grandeur Peak re-opens several funds through 3rd party financial intermediaries Comment by TheShadow May 2022
This is for Advisor and Institutional classes only at this time.

in Artisan International Explorer Fund in registration Comment by TheShadow May 2022
From GP's website: https://www.grandeurpeakglobal.com/documents/grandeurpeakglobal-pr-20220516.pdf

in Grandeur Peak re-opens several funds through 3rd party financial intermediaries Comment by TheShadow May 2022
update (launched today): https://www.artisanpartners.com/individual-investors/news-insights/news/press-releases/2022/artisan-partners-launches-international-explorer-fund.html or https://www.artisanpartners.com/content/dam/documents/press-release…

in Artisan International Explorer Fund in registration Comment by TheShadow May 2022
update: Summary prospectus: https://www.sec.gov/Archives/edgar/data/935015/000119312522144720/d293939d497k.htm

in Artisan International Explorer Fund in registration Comment by TheShadow May 2022
update: https://www.sec.gov/Archives/edgar/data/1558107/000139834422009182/fp0075921_497.htm

in Josh Stewart to leave Seven Canyon Funds Comment by TheShadow May 2022
update: https://www.sec.gov/Archives/edgar/data/889519/000113743922000453/vvff49705092022.htm

in Baillie Gifford Positive Change Equities Fund to be reorganized Comment by TheShadow May 2022
update (see table for reorganization of Chartwell funds): https://www.sec.gov/Archives/edgar/data/1697268/000158064222002380/chartwell497.htm

in Chartwell Funds to become part of Carillion Funds Comment by TheShadow May 2022
Maybe she was lured away by Artisan Partners?

in Lydia So to leave Rondure Global Advisors Comment by TheShadow April 2022
A Citywire article states that a spokesperson for the firm indicated she is leaving for personal reasons.

in Lydia So to leave Rondure Global Advisors Comment by TheShadow April 2022
Here is their quarterly: https://www.grandeurpeakglobal.com/documents/grandeurpeakglobal-comm-20220425.pdf

in Grandeur Peak "mea culpa" Comment by TheShadow April 2022
Thanks for the news! I found this news release on Zeo Capital's website: https://www.zeo.com/zeo-joins-osterweis/

in Osterweis Acquires Zeo Funds Comment by TheShadow April 2022
@davidsherman Thank you for posting your commentary!

in CrossingBridge and RiverPark 1Q22 Commentary Comment by TheShadow April 2022
Updated: Prospectus for Vanguard Baillie Gifford Global Positive Impact Stock Fund: https://www.sec.gov/ix?doc=/Archives/edgar/data/889519/000168386322003009/f11843d0.htm

in Baillie Gifford Positive Change Equities Fund to be reorganized Comment by TheShadow April 2022
Here it is mentioned in a SEC filing about "key person" risk: https://www.sec.gov/ix?doc=/Archives/edgar/data/1806095/000119312522016075/d279069d497.htm They added an additional manager to assist.

in Phaeacian Accent International Value & Global Value Funds to be liquidated Comment by TheShadow April 2022
Both of the fund recently opened to new investments on April 7.

in Artisan Partners launches Global Unconstrained and Artisan Emerging Markets Debt Opportunities Funds Comment by TheShadow April 2022
Update: https://www.sec.gov/Archives/edgar/data/1521353/000089418922002552/mpft_497e.htm 497 1 mpft_497e.htm SUPPLEMENTARY MATERIALS Filed pursuant to Rule 497(e) Registration Nos. 333-174574; 811-22563 MAIRS & POWER FUNDS TRUST Mairs …

in Mairs & Power proxy vote on murkiness Comment by TheShadow April 2022
Updated https://www.sec.gov/Archives/edgar/data/1342947/000089109222001174/bbh497ssta-rf.htm 497 1 bbh497ssta-rf.htm 497 (E) BBH TRUST SUPPLEMENT DATED APRIL 1, 2022 TO THE STATEMENT OF ADDITIONAL INFORMATION DATED MARCH 1, 2022 The following in…

in BBH Partner Fund – Select Short Term Assets is to be liquidated Comment by TheShadow April 2022
GP expects to soft close the fund when it hits $35M (see page 12 of PDF) https://www.grandeurpeakglobal.com/documents/grandeurpeakglobal-comm-20220124.pdf

in Grandeur Peak Global Explorer Zero Assets Riddle? Comment by TheShadow March 2022
I also saw $0 when I first clicked the GP link.

in Grandeur Peak Global Explorer Zero Assets Riddle? Comment by TheShadow March 2022
Not sure, but will need to see the proxy for more details.

in Baillie Gifford Positive Change Equities Fund to be reorganized Comment by TheShadow March 2022
Old Morningstar states it has a little over $10M. http://quotes.morningstar.com/chart/fund/chart?t=GPGEx&region=usa&culture=en_US

in Grandeur Peak Global Explorer Zero Assets Riddle? Comment by TheShadow March 2022
@Hank, I checked the tweet from Citywire. It is stated as incept for inception. It would be "inept" if you had invested in it.

in Cannabis Growth ETF to liquidate Comment by TheShadow March 2022
From Citywire: Morningstar chief ratings officer Jeff Ptak, described the fund’s performance in a Monday tweet: Cannabis Growth ETF ($BUDX) is to be liquidated on or about 4/29/22. It lost ~72% from incept to Mar. ‘20; then soared 325% over next 1…

in Cannabis Growth ETF to liquidate Comment by TheShadow March 2022
@msf I just included the small cap and mid cap funds as I just found them.

in Fidelity liquidates several of its Flex Funds Comment by TheShadow March 2022
@Puddnhead, Just found this March 3 article. There seems to be a hold-up on the merger. https://www.providencejournal.com/story/news/local/2022/03/03/on-hold-ri-narragansett-electric-sale-to-ppl-corporation/9364754002/

in Ping the Board Comment by TheShadow March 2022
Here is a news article from an Allentown, Pennsylvania tv station about PPL cutting its dividend: https://www.wfmz.com/business/ppl-misses-earnings-estimates-cuts-dividend/article_5e33a4f0-90e6-11ec-b721-1bc89734cd0f.html Some states' electric and…

in Ping the Board Comment by TheShadow March 2022
Pretty much any equity fund is a hold right now. I just bought into MAPOX in January. You may want to see the discussion on the recent proxy mailed to shareholders. https://mutualfundobserver.com/discuss/discussion/59232/mairs-power-proxy-vote-on…

in MAPOX FUND Comment by TheShadow March 2022
Not to deviate too far from the original post, but the SilverDatsun handle struck me as most people don't remember Datsuns. I was wondering if you still own or owned a Datsun. I have my father's Datsun 1977 280Z 5-speed in the garage. Just took i…

in Mairs & Power proxy vote on murkiness Comment by TheShadow March 2022
@SilverDatsun I voted for it. Also, what type of Datsun do/did you have?

in Mairs & Power proxy vote on murkiness Comment by TheShadow March 2022
From Artisan Partners: https://www.artisanpartners.com/individual-investors/news-insights/news/press-releases/2022/artisan-partners-launches-value-income-fund.html

in Artisan Value Income Fund launched February 28, 2022 Comment by TheShadow March 2022
From M&P's website (a very abbreviated explanation): https://www.mairsandpower.com/about-us/company-news/item/132-proxy-vote-proposed-reorganization-mairs-power-mutual-funds FAQs: https://www.mairsandpower.com/images/resources/Mairs__Power_Fu…

in Mairs & Power proxy vote on murkiness Comment by TheShadow February 2022
From Seven Canyon Advisors: https://sevencanyonsadvisors.com/newsandinsights/seven-canyons-world-innovators-and-strategic-global-announce-manager

in Josh Stewart to leave Seven Canyon Funds Comment by TheShadow February 2022
Prospectus for both funds: https://www.sec.gov/ix?doc=/Archives/edgar/data/935015/000119312522048212/d473071d497.htm

in Artisan Global Unconstrained & Emerging Markets Debt Opportunities Funds (summary prospectuses ) Comment by TheShadow February 2022
The funds' share symbols of the classes affected are: PIGLX, PADMX and PAGPX

in PIMCO Global Bond Opportunities Fund (Unhedged) to liquidate Comment by TheShadow February 2022
SEC charges: https://www.sec.gov/news/press-release/2022-29

in Infinity Q Capital Management Plans to Return $500 Million to Mutual-Fund Investors Comment by TheShadow February 2022
Ruta Ziverte resigned which probably set the ball in motion to liquidate the three funds.

in William Blair to liquidate three bond funds Comment by TheShadow February 2022
Here is the related filing: https://www.sec.gov/Archives/edgar/data/709364/000094937722000004/rpr-497.htm 7 1 rpr-497.htm The Royce Fund Supplement to the Investment, Service, and Institutional Class Shares Prospectus Dated May 1, 2021 Royce Pr…

in "Charles M. ‘Chuck’ Royce has a prior ten years of investment experience" Comment by TheShadow February 2022

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