Scout Investments


Review news, firm updates and community information for insights into who we are and how we manage money for our clients.

November 25, 2014

The Wall Street TranscriptConstructing a Benchmark-Agnostic Emerging Markets Portfolio

Mark Weber, lead portfolio manager for the Scout Emerging Markets Fund, discusses the Fund's process with The Wall Street Transcript in a one-on-one interview. "What we offer is a very interesting, differentiated product," Mark says. "In a world where there are a lot of funds out there that hew close to the benchmark, we think we offer investors something quite different."

July 16, 2014

Reuters.comInvestors Seek Reason to Buy Boeing, Aerospace After Rally

Jim Reed, co-lead portfolio manager for the Scout Global Equity Fund, commented on Boeing Company’s (BAN) 787 Dreamliner production issues. The Fund has a small weighting  in Boeing.

June 19, 2014

WealthManagement.comBond Managers Who Can Go Anywhere Have Nowhere to Go

Mark Egan, lead portfolio manager for the Scout Unconstrained Bond Fund, discusses why he's holding around 60% of the Fund in cash.

June 17, 2014

The Wall Street Journal.comScout Launches Equity Opportunity Fund

Scout Equity Opportunity Fund (SEOFX), a no-load, all-cap fund, launched in March. It seeks to provide long-term capital appreciation by investing in companies that are uniquely levered.

February 3, 2014

The Wall Street Journal.comAd Adviser Braces for Mediocre Bond Returns in 2014

In a Wall Street Journal bond column, Ryan Collier, an Indianapolis investment adviser, explains why he recommends the Scout Unconstrained Bond Fund to clients: "We're looking at funds that tend to hold up better in the volatile markets."

Holdings mentioned may change at any time and may not represent current or future investments.

Click here for the Fund's Prospectus or Summary Prospectus, which includes investment objectives, risks, fees, expenses, and other important information. Please read and consider carefully before investing.

Stock fund values fluctuate and investors may lose principal value. Small-cap and mid-cap stocks are subject to substantial risks such as market, business, size volatility, management experience, product diversification, financial resource, competitive strength, liquidity, and potential to fall out of favor that may cause their prices to fluctuate over time, sometimes rapidly and unpredictably. Additionally, smaller company stocks tend to be sold less often and in smaller amounts than larger company stocks. Real Estate Investment Trusts (REITS) may be affected by economic conditions including credit risk, interest rate risk and other factors that affect property values, rents or occupancies of real estate.

Foreign investments present additional risk due to currency fluctuations, economic developments, lower liquidity, political instability, government regulations, differences in securities regulations accounting standards, possible changes in taxation, limited public information and other factors. Risks are magnified in countries with emerging markets, because these countries may have relatively unstable governments and less stable less established markets and economies.

The return of principal in a fixed income fund is not guaranteed. Fixed income funds have the same issuer, interest rate, inflation and credit risks that are associated with underlying fixed income securities owned by the fund. Mortgage- and Asset-Backed Securities are subject to prepayment risk and the risk of default on the underlying mortgages or other assets. High yield securities involve greater risk than investment grade securities and tend to be more sensitive to economic conditions and credit risk. An unconstrained investment approach can create considerable exposure to certain types of securities, such as derivatives, that present significant volatility, particularly over short periods of time.

Derivatives, such as options, futures contracts, currency forwards or swap agreements, may involve greater risks than if the Fund invested in the referenced obligation directly. Derivatives may involve certain costs and risks such as liquidity risk, interest rate risk, market risk, credit risk, management risk and the risk that a fund could not close out a position when it would be most advantageous to do so. The use of leverage may increase market exposure, magnify investment risks, and cause losses to be realized more quickly. Derivative investments could lose more than the principal amount invested. The Scout fixed income funds may use derivatives for hedging purposes or as part of their investment strategy.

Certain funds may, at times, experience higher-than-average portfolio turnover which may generate significant taxable gains and increased trading expenses which in turn may lower the fund’s return.

The recent growth in the fixed income market has helped to produce short-term returns that are not typical and may not continue in the future. Because of ongoing market volatility, fund performance may be subject to substantial short-term changes.

View performance for the Scout Mid Cap Fund.

View performance for the Scout International Fund.

View holdings for the Scout International Fund.

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