Results for "Investment Insights"

Displaying 1,021 results

Sort: Date | Relevance


Putnam fund group sees volatility as the enemy

September 20, 2004

Diversification paired with a long time horizon is not a new concept when it comes to investing. However, Jeffrey Knight, chief investment officer in charge of global asset management at Putnam Investments LLC in Boston, believes that it is...

Peeking over the shoulders of others for insight

September 13, 2004

To Jonathan Ferrell, manager of the $20 million Rock Canyon Top Flight Fund (TOPFX), which stocks to buy and sell is less important than which stocks the investment community in general is likely to buy and sell. The difference is no small distinction...

Small-cap manager graduates to mid-cap portfolio

September 6, 2004

What does a money manager do when the stocks in his small-cap mutual fund become such good performers that they outgrow the definition of a small-cap stock? At Sentinel Funds in Montpelier, Vt., the answer was to roll out a fund that invests...

A rebel with a cause in terms of hedge investing

August 30, 2004

As the concept of hedge fund investing has spread across the financial services landscape in various shapes and sizes, Lee Schultheis could start to emerge as a bit of a rebel. The thinking behind the Alpha Hedged Strategies Fund (ALPHX) that...

ICON fund manager struts his short stuff

August 23, 2004

J.C. Waller III, manager of the $25 million ICON Long/-Short Fund (IOLIX), knows that there is nothing quite like the ability to sell stocks short at times like these, when the equity markets are essentially moving sideways. He has the free...

Hed: Versar becomes well-versed in defense contracting

August 16, 2004

Versar Inc. (VSR) will probably never be a household name or a Fortune 500 company. But the story of this tiny Springfield, Va.-based professional services and consulting firm is perhaps more interesting today than at any other time in its 35-year...

Mutual fund with a one-word strategy: Diversify

August 9, 2004

As diversification goes, it doesn't get much better than 380 stocks and more than 80 individual bonds inside a single mutual fund. That is the thinking behind the management of the $128 million Munder Balanced Fund (MUBAX), which comprises six...

Fund manager bullish on industrial companies

July 19, 2004

The global economic recovery plays right into Keith Yoder's hands as manager of the $36 million Saratoga Mid Capitalization Fund (SPMAX). He manages money for Caterpillar Investment Management Ltd. in Peoria, Ill., and has been the subadviser...

Micro-cap magic maker takes show on the road

July 12, 2004

It would be difficult to try to dispute the methodology of veteran stock picker O. Thomas Barry. The Bjurman Barry Micro-Cap Growth Fund (BMCFX), which he has managed since March 1997, jumped 67% last year, which is more than double the performance...

Performance? Low cost? Check. Marketing? Oops.

June 7, 2004

In July 1997, when Bridgeway Capital Management Inc. launched its Blue Chip 35 Index Fund (BRLIX), there was a mind-set inside the Houston-based fund complex that if you build it, they will come. Sometimes, however, regardless of what you build,...

Fund is weighted heavily in heavyweight stocks

May 31, 2004

Rand Alexander makes a big case for investing in some of the world's biggest companies. Mr. Alexander, a senior vice president and partner at Wellington Management Co. LLP in Boston, manages the $1.8 billion Hartford Stock Fund (IHSTX) for The...

Refusing to fall victim to the interest rate blues

May 17, 2004

While Wall Street's prognosticators grapple with the question of how high interest rates are likely to climb, Mike Pietronico is concentrating on how to get the most out of his fund while rates tick higher. The manager of the $500 million Evergreen...

It's all dividends, all the time for Waddell fund

May 10, 2004

In this age of increased corporate shenanigans and executive-level perp walks, there may not be a lot of things in a portfolio more certain than a dividend payment. And thanks to last year's dividend tax rate cut, the opportunities for securing...

New general, Lee, flexes muscles with Sentinel fund

May 3, 2004

In the four months since taking over management of the $35 million Sentinel Flex-Cap Opportunity Fund (SCOAX), manager Robert L. Lee has definitely put the "flex" back in "flex-cap." Mr. Lee, who has also managed the $200 million Sentinel Mid-Cap...

Hitching a ride on turnaround via truck route

April 19, 2004

When George Henning started seeing signs of an improving economy, his first move was toward the trucking industry. The manager of the $12 million Pacific Advisors Small Cap Fund (PASMX) positioned his portfolio with allocations to such names...

Mid-cap-value analysts in no rush to find stocks

April 5, 2004

Quarterly numbers don't really impress the analysts behind the $400 million Davis Opportunity Fund (RPEAX). According to Chip Tucker and Kent Whitaker - two of six analysts responsible for the 20-year-old mid-cap-value strategy - the notion...

Separates manager says, 'Hurray for Hollywood!'

March 22, 2004

On the surface, Hollywood Media Corp. (HOLL) is already a story worth watching. The Boca Raton, Fla.-based provider of news, information and entertainment ticketing services has five major business divisions contributing to a $60 million annual...

It's a great time to be a large-cap-growth manager

March 15, 2004

Deciding when to sell is one of the hardest parts of Shawn Price's job. The manager of a $500 million large-cap-growth portfolio at Navellier & Associates Inc. in Reno, Nev., admits that selling a stock triggers emotions even among professional...

Stock market partial to Democrat in White House

March 8, 2004

With both major party presidential candidates apparently in place, it is time for some number crunching to try to figure out how the stock market is likely to react to the outcome of November's election. Lakewood, Wash.-based newsletter editor...

Aiming to be 'in the right places at the right time'

March 1, 2004

Maureen Cullinane has learned through experience the importance of staying a step or two ahead of the pack. The $1.4 billion Evergreen Omega Fund (EKOAX), which she has managed since it was absorbed in 1989 by what is now Evergreen Investment...

« Previous PageNext Page »

1 ... 47 | 48 | 49 | 50 | 51 | 52


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.