Results for "Portfolio Manager Perspectives"

Displaying 234 results

Sort: Date | Relevance

Author:

High yield is the real deal, Clark says

August 26, 2012

Brendan Clark, president of Clark Capital Management Group, has been using exchange-traded funds to take advantage of what the bond market is offering, and right now that means high yield. “In the interest rate environment we're in and moving...

With low interest rates, high yield the real deal: Brendan Clark

August 20, 2012

With bond yields hovering near historic lows, there is a case being made for some active trading in the fixed-income space. Brendan Clark, president of Clark Capital Management Group, has been using exchange-traded funds to take advantage of...

Son of Buffett: Five-star fund follows the Oracle's lead

August 13, 2012

As a portfolio manager, Richard Cook refuses to pretend he has the time, energy or resources to track and analyze thousands of individual stocks. Therefore, he limits his analysis to “hundreds of names” so he can invest in about a dozen...

Diversified alpha bets? This alt fund's got them

July 24, 2012

Some alternative strategies just seem to make sense, even if the strategy is a bit complex. That's the case with the Causeway Global Absolute Return Fund Ticker:(CGAVX). While any fund dubbed “absolute return” is automatically setting the...

This fund seeks out innovation in companies large and small

July 20, 2012

Portfolio manager Sarah Hunt looks beyond all the usual market noise to home in on the innovation inside a company. “We're looking for an innovation edge, either in a type of product or in a business model,” she said. Ms. Hunt co-manages...

Junk bin looking mighty attractive right now

July 15, 2012

With yields now hovering at more than 6.5 percentage points over comparable Treasury bonds, it would be foolish to ignore what the high-yield market is offering, according to Jim Shanahan, one of the lead managers of the $11.6 billion JPMorgan...

Large-caps lap Treasuries

July 12, 2012

Sitting in long-term Treasury bonds earning 1.5% seems rather pointless when there are solid large-cap stocks paying dividends in the 3% range. “In a slow-growth environment like this, that's when the higher-quality companies tend to outperform,”...

Junk bin looking mighty attractive right now

July 9, 2012

Are junk bonds the new alternative to stocks? With yields now hovering at more than 6.5 percentage points over comparable Treasury bonds, it would be foolish to ignore what the high-yield market is offering, according to Jim Shanahan, one of...

Why investors should be into Africa

May 3, 2012

In a world of fast-growing economies in the emerging world, it might be easy to overlook Africa, which represents just 4% of global gross domestic product. Such an oversight would be a mistake, according to Larry Seruma, fund manager for Nile...

Still big upside for small-caps, says fund manager

May 1, 2012

Don't let the strong rally in small-caps fool you: There is still plenty of value to be found in smaller-company stocks, according to Marc Roberts, co-manager of the FAM Small Cap Investor Fund Ticker:(FAMFX). While Mr. Roberts' pro-small-cap...

New retail hedge fund keeps strategy, ditches liquidity concerns

April 30, 2012

There have been endless efforts to bring alternative strategies to the retail investor marketplace, but the RiverPark Long/Short Opportunity Fund Ticker:(RLSIX) has finally done it. The fund, managed by Mitch Rubin, was launched on March 30...

In hunt for dividends, small-caps offer big surprise

April 6, 2012

Pairing dividends with smaller companies can provide the best of both worlds, particularly at a time when income is hard to come by, according to Adam Peck, manager of the Heartland Value Plus Fund Ticker:(HRVIX). Mr. Peck, who co-manages the...

These two alternatives funds come with beta blockers

April 2, 2012

Stadion Money Management is making a bigger play in the alternative-investment space with an intriguing new strategy that's designed to prosper in just about any market environment. The Stadion Trilogy Fund Ticker:(STTGX) is one of two new mutual...

Who knew you could make money investing in corporate events?

March 29, 2012

As correlations increase across most asset classes, the idea of investing based on specific corporate events, such as a bankruptcy or merger deal, is certainly one way to add diversification within a portfolio. “These kinds of binary events...

Cheap natural gas has these stocks burning it up

March 23, 2012

The glut of natural gas in the United States has created a unique investment opportunity that could be in place for the next few years, according to Ron Muhlenkamp, manager of the $500 million Muhlenkamp Fund Ticker:(MUHLX). “We expect the...

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

March 16, 2012

A hedge against inflation is difficult to make without an imminent threat of inflation, but cyclical economic patterns suggests one can never be too careful when it comes to portfolio protection. This is the logic behind the JPMorgan Diversified...

Bargain pricing has these two companies on Wilmington growth fund's ‘buy' list

March 15, 2012

Investors might be overthinking the impact of the warm winter and lower natural gas prices in their shunning of certain coal industry companies, according to Mark Schultz, manager of the Wilmington Mid Cap Growth Fund Ticker:(AMCRX). Specifically,...

'Buy American' not the hottest investment strategy: Franklin PM

March 14, 2012

It may not come as any big surprise to hear a manager of an international fund describe “global as the new core.” But there is a lot of logic behind the argument made by Par Rostom, manager of the Franklin International Growth Fund Ticker:(FNGAX)....

Natural resources a natural selection for investors

February 17, 2012

It's time to load up on natural-resource-related investments, according to Aaron Kennon, head portfolio manager and chief executive at Clear Harbor Asset Management LLC. Mr. Kennon, whose firm manages more than $400 million in separate account...

Focus portfolios in the middle of the investment risk spectrum

February 7, 2012

U.S.: Firing on all cylinders but how much gas? • The economic engine is humming: multiple economic releases continue to beat expectations; leading indicators remain at supportive levels – last week's ISM Non-Mfg index was the highest since...

« Previous PageNext Page »

1 | 2 | 3 | 4 | 5 | 6 ... 12