Portfolio Manager Perspectives

May 3, 2012

Why investors should be into Africa

Ignored by most, the huge continent offers remarkable rewards for intrepid investors. At the top of the list: excellent growth prospects and unbeatable diversification.

May 1, 2012

Still big upside for small-caps, says fund manager

By Jeff Benjamin

FAM's Robert says plenty of value left in asset class; his small-cap fund invests only in a small number of companies

investments

April 30, 2012

New retail hedge fund keeps strategy, ditches liquidity concerns

By Jeff Benjamin

New mutual fund RiverPark Long/Short Opportunity Fund launched March 30 and has gained 21.3% so far this year

hedge funds

April 6, 2012

In hunt for dividends, small-caps offer big surprise

By Jeff Benjamin

Plenty of less sizable businesses make substantial payouts to shareholders, says Heartland fund manager

April 2, 2012

These two alternatives funds come with beta blockers

New offerings from Stadion aim to generate equity-like returns with fixed-income-like volatility

March 29, 2012

Who knew you could make money investing in corporate events?

By Jeff Benjamin

Binary strategy tied to company happenings more predictable than macroeconomic plays; bit of brilliance?

investment strategies

March 23, 2012

Cheap natural gas has these stocks burning it up

By Jeff Benjamin

Falling prices a boon to companies that convert engines to run off the cheaper fuel, says portfolio manager

March 16, 2012

For inflation protection, this JPMorgan fund doesn't allocate only to TIPS

By Jeff Benjamin

A third of this JPMorgan fund is invested in real estate investment trusts, commodities and inflation-sensitive equities, including metals, mining and infrastructure.

March 15, 2012