Articles | Press Releases | Audio & Video | Speeches | Commentary
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| 12/21/09 | Fortune |
"The Best Stocks for 2010" | Brett Johnson, Chief Investment Officer and Portfolio Manager, interviewed |
| 12/14/09 | Barrons |
"China's Bounce" | Jay Leupp, President and Senior Portfolio Manager, feature story |
| 12/8/09 | Wall Street Journal | "Blind Pool REITS Asking Investors to Take a Leap of Faith" | Jay Leupp interviewed by A.D. Pruitt and Lingling Wei |
| 11/27/09 | Wall Street Journal | "Caterpillar, Alcoa, Bank of America Slide" | Jay Leupp interviewed by Donna Kardos Yesalavich |
| 11/10/09 | Ticker.com | "Real Returns in Real Estate" | Brett Johnson, Chief Investment Officer and Portfolio Manager, interviewed |
| Please click here for current performance of the fund. Click here for current quarter performance of the S&P Developed Ex-U.S. Property Index. | |||
| 10/22/09 | Commercial Property Executive | "Compelling Opportunity in International Real Estate" | Written by Jay Leupp |
| http://www.cpexecutive.com/cpn/Compelling-Opportunities-in-International-Real-Estate-1634.shtml | |||
| 10/15/09 | GlobeSt.com | "2010 Apartment Forecast: Uncertainty, But Optimism" | Jay Leupp interviewed by Natalie Dolce |
| 9/21/09 | Reuters | "Distressed real estate IPOs carry big timing risk" | Jay Leupp interviewed by Phil Wahba and Nick Zieminski |
| 08/21/09 | USA Today (web) | "Real estate funds got pounded, but a few are worth a look" | Brett Johnson, Portfolio Manager interviewed |
| 8/20/09 | Reuters | "Apartment REITs sense bottom but caution remains" | Jay Leupp interviewed by Nick Zieminski |
| 08/09 | Ticker: Fund Screen | "REIT VALUES" | Q&A with Jay Leupp |
| 07/30/09 | SmartMoney.com | "8 New funds up more than 15% in 2009" | Jay Leupp interviewed by Rob Wherry |
| 07/27/09 | Dow Jones Newswire | "Investors Finding No Fire Sales In Commercial Property" | Jay Leupp quoted |
| 07/27/09 | CNNMoney.com/Fortune | "Profit from commercial real estate's fall" | Jay Leupp interviewed by Katie Benner |
| 07/27/09 | Business Week Online | "Essex, a REIT to Remember" | Jay Leupp interviewed by Gene Marcial |
| http://www.businessweek.com/magazine/content/09_30/c4140insidewal389043.htm?chan=magazine+channel_personal+business | |||
| 07/26/09 | CNNMoney.com | "REIT investors move from fear to fundamentals" | Jay Leupp interviewed by Ilaina Jonas |
| 07/09 | Smart Money | "When to Get Back in the Market" | Jay Leupp interviewed by Reshma Kapadia |
| 04/06/09 | Business Week | "Bargains in the REIT Wreckage" | Jay Leupp quoted by Aaron Pressman |
| 03/25/09 | Business Week | "REITs: Finding Gems Amid the Rubble" | Jay Leupp quoted by Aaron Pressman |
| 03/04/09 | Wall Street Journal | "REIT Dividend Cuts Loom" | Jay Leupp quoted by A.D. Pruitt |
| 03/02/09 | Dow Jones Newswire | "REITs Losing Clout With Investors As Dividends Slashed" | Jay Leupp quoted by A.D. Pruitt |
| 02/14/09 | Kiplinger.com | "A Real Estate Play that Pays" | Jay Leupp quoted by David Landis |
| 12/28/08 | Washington Post | "Where to Find a Decent Return" | Jay P. Leupp interviewed by Heather Landy |
| 12/09/08 | Kiplinger | "Dividends Get Slashed" | Jay P. Leupp interviewed by Jeffrey Kosnett |
| 12/01/08 | Registered Rep. | "The Price Is Right" | Jay P. Leupp interviewed by Jennifer Popovec |
| 11/17/08 | Fox Business | "Buy Order" | Jay P. Leupp spoke with Kathryn Vesel |
| 11/13/08 | Dow Jones Newswire | "Tip Sheet: Grubb & Ellis Fund Seeks Steady Dividend Income" | Jay P. Leupp interviewed by Ann Keeton |
| 11/13/08 | Dow Jones Newswire | "Apartment Sector Facing Tough Times But Should Weather Storm" | Jay P. Leupp interviewed by Dawn Wotapka |
| 11/11/09 | REITWorld | "Opportunities for Income Investors" | Jay Leupp interviewed by Allen Kenney of REIT.com |
| 09/22/09 | Fox Business |
"Dow Continues Climb Towards 10,000" | Jay Leupp, Senior Portfolio manager, interviewed |
| 07/14/09 | TV Commercial |
"Grubb & Ellis AGA Realty Income Fund" | Commercial airing on cable tv featuring Jay Leupp, Senior Portfolio manager. |
| 06/15/09 | CNBC | "Commercial Real Estate: Ticking Bomb?" | Jay Leupp, Senior Portfolio discusses the commercial real estate sector. |
| 03/12/09 | Bloomberg |
"Grubb's Leupp Sees Opportunity in REIT Preferred Stocks" | Bloomberg's Lori Rothman and Matt Miller about investment opportunities in real estate investment trusts' preferred shares |
| 02/11/09 | Deloitte Tax LLP | "The REIT Virtual Roundtable - REIT Cash Preservation Strategies" | Jay Leupp, Senior Portfolio Manager, was a featured REIT analyst for a webcast offered by Deloitte Tax LLP |
| 11/23/08 | TheStreet.com | "REITs Still Rewarding" | TheStreet.com's Gregg Greenberg interviews Jay Leupp, Senior Portfolio Manager, about preferred stocks in the real estate sector |
| 03/05/09 | "Real Estate 2009 Conference, Los Angeles" | Jay Leupp, moderator |
Important Notes
The views expressed in these interviews are those of the Grubb & Ellis AGA Mutual Funds and/or Jay Paul Leupp, portfolio manager, Brett Johnson, portfolio manager, spokespersons of other firms, or the authors, as of the dates of the interviews. The opinions expressed are subject to change, are not guaranteed and are not intended as a forecast or as a recommendation to buy or sell any security. Information provided with respect to the fund's portfolio holdings, sector weightings, number of holdings and expense ratios are as of the date of the interview and are subject to change at any time.
Please click on the appropriate fund name (left navigation) for a listing of the fund's top ten holdings as of the most recent quarter end. Fund holdings are subject to change and are not recommendations to buy or sell any security. Current and future portfolio holdings are subject to risk.
Performance quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, maybe worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data to the most recent month-end may be obtained by calling 877.404.7822. Index performance is not indicative of fund performance. Please click here for standardized fund performance. Please click here for current Price to NAV.
Mutual fund investing involves risk. Principal loss is possible. Investors should be aware of the risks involved with investing in a fund concentrating in REITs and real estate securities, such as declines in the value of real estate and increased susceptibility to adverse economic or regulatory developments. Investments in asset backed and mortgage backed securities include additional risks that investors should be aware of, such as credit risk, prepayment risk, possible illiquidity and default, as well as increased susceptibility to adverse economic developments. Investing in small and medium-sized companies involves greater risks than those associated with investing in large company stocks, such as business risk, significant stock price fluctuations and illiquidity. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. Diversification does not assure a profit or protect against a loss in a declining market.
The funds may invest in foreign securities which involves greater volatility and political, economic and currency risks and differences in accounting methods.
References to other mutual funds should not be interpreted as an offer of these securities.
Cash flow measures the cash generating capability of a company by adding non-cash charges (e.g. depreciation) and interest expense to pretax income.
A basis point is a value equaling one one-hundredth of a percent (1/100 of 1%).
Price/Earnings Ratio is a measure of how expensive a stock is. The P/E ratio is equal to a stock's market capitalization divided by its after-tax earnings over a 12-month period.
Dividend Yield is calculated by taking the amount of dividends paid per share over the course of one year and dividing it by a company's stock price.
NAV is the "net asset value" of a single mutual fund share, based on the value of the underlying assets of the fund minus it's liabilities, divided by the number of outstanding shares at the end of any given business day.
Correlation is a measure of the interdependence of two random variables that ranges in value from -1 to +1, indicating perfect negative correlation at -1, absence of correlation at zero, and perfect positive correlation at +1.
Price to Book (P/B) Ratio compares a stock's market value to the value of total assets less total liabilities.
Market Cap is the market capitalization or aggregate value of a stock.
Morgan Stanley REIT Index is a capitalization-weighted benchmark index of the most actively traded real estate investment trusts (REITs), designed to measure real estate equity performance.
Dow Jones Select Real Estate Securities Index (formerly Dow Jones Wilshire RESI) is a measure of the performance of publicly traded US real estate securities with readily available prices.
S&P Developed Ex-US Property is an unmanaged index constructed to include all developed market property companies with an available market capitalization of at least US 100 million and derive more than 60 percent of their revenue from property-related activities.
The S&P 500 Index is a broad based unmanaged index of 500 stocks, which is widely recognized as representative of the equity market in general. You cannot invest directly in an index.
Diversification does not assure a profit or protect against loss in a declining market.
An investor should consider the funds' investment objectives, risks and charges and expenses carefully before investing or sending money. This and other important information about the investment company can be found in the funds' prospectus. Please read the prospectus carefully before investing. You may obtain a current copy of the funds' prospectus by calling
877-40-GRUBB (877-404-7822) or by clicking on the prospectus link found above.
Grubb & Ellis AGA Mutual Funds are distributed by Quasar Distributors, LLC.
Rev. 02/17/10
© Grubb & Ellis Alesco Global Advisors, LLC 2009 All Rights Reserved.
