Scout Investments


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

August 23, 2017

Ticker.comActive Quality Strategy in Mid Caps

Recently, Pat Dunkerley, lead portfolio manager of the Scout Mid Cap Fund, conducted an interview with Ticker Magazine. Pat talked about the team’s investment approach to finding quality companies in the mid cap universe.

April 20, 2017

ScoutCarillon Tower Advisers to acquire Scout Investments and Reams Asset Management

Carillon Tower Advisers, a global asset management firm offering a suite of distribution and operational support to independent portfolio management teams, has announced an acquisition of Scout Investments and Reams Asset Management.

March 24, 2017

ScoutScout Mid Cap Fund Earns Lipper Award

Scout announced the Scout Mid Cap Fund earned a Lipper award for being Best in Class. The Fund ranked first among Mid-Cap Core Funds for the 10-year period ending November 30, 2016, based on consistent, risk-adjusted total returns.

November 23, 2016

Barron'sToday's Top 5 Stock Picks: Durable Growth

In a recent Barron's article Scout Mid Cap Fund lead portfolio manager, Pat Dunkerley, discusses the team's approach to fundamental analysis and their views on five mid-cap companies.

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

Past performance does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance information quoted. to obtain performance information current to the most recent month-end, please call 800.996.2862.

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. Groups of stocks, such as value and growth, go in and out of favor which may cause certain funds to underperform other equity funds.

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.

View performance for the Scout Mid Cap Fund.

View holdings for the Scout Mid Cap Fund.

View the glossary for definitions of terms.

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