DWS Funds(12)
Active Stock Selection Using Multi-Factor Models
DWS Core Equity Fund
US> Large-Cap > Growth
Apr 14, 2020
The large-cap core space is a key holding for individual investors, often representing 40% of their portfolios. That’s why Pankaj Bhatnagar, manager of DWS Core Equity Fund, believes that his role is to stay true to the benchmark and achieve steady performance in a risk-controlled manner. The fund has low correlation to its peers due to the systematic quant process and the multi-factor stock-selection model for each industry test.
Innovation Analysts
DWS Capital Growth Fund
> NA > NA
Feb 18, 2019
Understanding the nature of growth calls for a deeper understanding of businesses, industries and management resources. Sebastian Werner, portfolio manager of the DWS Capital Growth Fund, balances between stable, core growth companies and younger, more disruptive entities with higher upside potential, with the long-term objective to maintain a portfolio diversified across market cap, sectors and growth life cycle stage.
A Value Approach to High Yield
DWS High Income Fund
US> Large-Cap > Growth
Oct 17, 2012
High yield investments combine the advantages of equity-like returns and the safety of bonds. Moreover, a company does not have to generate above-average growth in earnings or sales to produce superior returns. Gary Russell, portfolio manager of the DWS High Income Fund, and his team of analysts screen the high yield bond space in search of undervalued companies with healthy balance sheets.
Rising Tides in Commodities
DWS Enhanced Commodity Strategy Fund
US> Health-Biotechnology > NA
Feb 01, 2011
Commodities have quickly acquired the status of an alternative investment class in the last five years. However, although they can choose between a number of commodity-oriented funds, investors are often plagued by inefficiencies associated with investing in passive commodity products that cannot take advantage of the intricacies of the commodity market. Darwei Kung explains how the management team of the DWS Enhanced Commodity Strategy Fund diversifies among industrial, energy and agriculture commodities while seeking to take advantage of market volatility.
Opportunities in Floating Rates
DWS Floating Rate Plus Fund
US> Large-Cap > Growth
May 07, 2010
Floating rate loans tend to be among the best ways to take advantage of the economic climate when rates are likely to rise in the longer term. James T. Anderson, who is at the helm of the DWS Floating Rate Plus Fund, enumerates the merits of investing in floating rate instruments as compared to fixed rate bonds.
Higher Yielding Munis
DWS Strategic High Yield Tax Free Fund
US> Small-Cap > Value
Jan 19, 2010
Even though municipal bonds are widely known for their high quality tax-free income, there is a segment in this market that is lower quality and higher yield. Not surprisingly, that higher yield tends to come with higher risk. Philip Condon and Rebecca Flinn, portfolio managers of the DWS Strategic High Yield Tax Free Fund, aim to generate higher returns than the portfolio’s benchmark while containing risk to an acceptable level.
Short Duration Global Bonds
DWS Short Duration Plus Fund
US> Multi-Cap > Growth
Jan 13, 2010
Investing in bonds generally requires in-depth knowledge of the global macro-economic structure. William Chepolis and Matthew MacDonald, portfolio managers of the DWS Short Duration Plus Fund, insist that while bonds offer security in income, the vast array of choices calls for investors’ understanding of pricing and risks associated with each security.
Beyond Stocks and Bonds
DWS Alternative Asset Allocation Plus Fund
US> Small-Cap > Growth
Sep 30, 2009
Investors traditionally put up with creating a portfolio of stocks and bonds only to rarely catch a glimpse of the investment opportunities beyond. In a globalized world of various asset classes, today, the opportunities to generate returns have become abundant. The DWS Alternative Asset Allocation Plus Fund maintains allocation across alternative or non-traditional assets to deliver higher returns with lower volatility.
An Outside View to Value
DWS Large Cap Value Fund
US> Small-Cap > Core
Jan 19, 2009
The search for value is always difficult, but in a crisis environment, it can be a real challenge. For Thomas Schuessler, the manager of DWS Large Cap Value Fund, the analysis of various bottomup metrics is only part of the process. The macro perspective on sectors and themes, the outside view from Frankfurt on the U.S. economy, combined with portfolio diversification and a stringent sell discipline, are key for avoiding value traps and for positioning the portfolio appropriately.
Not If, But When
DWS Global Thematic Fund
US> MLPs > NA
Aug 08, 2008
Oliver Kratz, the manager of the DWS Global Thematic Fund, spends his time looking for situations with enormous tailwinds that will occur over the next two or three years. It might be the global food troubles, the emerging market dynamics, a distressed company, or any situation where change is imminent. The key elements of his strategy are the focus on wealth creation, an open mind in the stage of research, and the strict science in portfolio construction.
Global Small Cap Search
DWS Global Opportunities Fund
US> Small-Cap > Core
May 03, 2007
Growth portfolios are associated with more risk but Joseph Axtell, the manager of the DWS Global Opportunities Fund, believes that if you have the flexibility to look for growth anywhere, you can control your risks better. He manages the fund with maximum choices not only in terms of locations, but also in terms of market cap and growth type. A crucial aspect for finding opportunities is the input from Deutsche Bank’s local analysts all over the world.
Thinking Out of the Box
Scudder Global Fund
US> Multi-Cap > Core
Sep 12, 2005
Globalization is a fact that dramatically changes the rules of the game. These changes can be a true gift for investors who understand the forces of globalization and are not afraid to look forward into the next decades. In a game of shifting dominance, the Scudder Global Fund finds opportunities even at unexpected places, not only in long-term winners, but also in defenders under pressure.