Scout Investments Launches Equity Opportunity Fund

KANSAS CITY, Mo.--()--Scout Investments, Inc. (Scout) recently launched its Scout Equity Opportunity Fund (SEOFX). The no-load, all-cap Scout Equity Opportunity Fund is benchmarked to the Russell 3000® Index and seeks to provide long-term capital appreciation by investing in companies that are uniquely levered. These companies represent a corporate capitalization structure that enables maximum shareholder return through the optimal balance of debt and equity.

“We believe superior risk-adjusted relative performance can be achieved through long-term ownership of a diversified portfolio of levered stocks,” said Brent Olson, lead portfolio manager for the Fund. “Through the use of fixed income valuation metrics, we approach investing from a defined perspective that allows us to identify companies that we believe are undervalued and thus attractive for investors.”

The Fund invests in companies with stable or growing free cash flow, in the process of balance sheet improvement or growth, that demonstrate a meaningful desire to improve their leverage profile or move to an optimal debt level.

“We recognize debt metrics as a leading indicator for equity performance and use this as the basis for our disciplined investment process,” Olson said. “Through analysis of trends in the broader fixed income markets, as well as debt metrics, such as cash flow, leverage and earnings, we identify companies that we believe provide opportunity for future growth and profitability.”

“The Scout Equity Opportunity Fund is an exciting addition to our industry-leading investment product suite that strives to deliver relative outperformance over full market cycles,” said Andy Iseman, chief executive officer of Scout Investments. “We are pleased to provide a distinct investment solution led by a tenured manager and supported by Scout’s domestic equity research team.”

About Scout Investments

Scout Investments, Inc., a global asset manager headquartered in Kansas City, Mo., manages more than $32 billion in equity and fixed income investment strategies for institutions and individual investors. Scout is the investment subsidiary of UMB Financial Corporation (NASDAQ: UMBF). Please visit for more information on our firm and our products.


The Fund’s Prospectus or Summary Prospectus, available by calling 800.996.2862 or visiting, include investment objectives, risks, fees, expenses, and other important information. Please read and consider carefully before investing.

Equity Opportunity risk considerations: Small and mid cap stocks are more susceptible to market volatility due to risks such as lack of management experience, product diversification, financial resources, competitive strength, and liquidity. 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 risks due to currency fluctuations, economic and political factors, government regulations, differences in accounting standards and other factors. Highly leveraged companies tend to be more sensitive to issuer, political, market and economic developments especially during economic downturns or periods of rising interest rates. Although the Fund invests in companies that may be highly leveraged, the fund itself does not use leverage as an investment strategy. Groups of stocks, such as value and growth, go in and out of favor which may cause certain funds to underperform other equity funds.

The return of principal in a fixed income fund is not guaranteed. When interest rates go up the value of bonds go down. Fixed income funds have the same issuer, interest rate, inflation, maturity and credit risks that are associated with underlying fixed income securities owned by the Fund. High yield securities involve greater risk than investment grade securities.

The Scout Funds are distributed by UMB Distribution Services, LLC, 803 W. Michigan St. Milwaukee, WI 53233, an affiliate of UMB Financial Corporation and managed by Scout Investments, Inc., a subsidiary of UMB Financial Corporation.

SCOUT, SCOUT INVESTMENTS, the Scout design and the Ribbon design – Reg. U.S. Tm. Off.



Scout Investments
Kristin Kovach, 816.423.6131

Release Summary

Scout Investments, Inc. (Scout) recently launched its Scout Equity Opportunity Fund (SEOFX).


Scout Investments
Kristin Kovach, 816.423.6131