Results for "Portfolio Manager Perspectives"

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Emerging markets emerging as hot real estate play

May 10, 2011

The explosive growth of the size of the middle class in many emerging-markets countries is creating a huge opportunity for foreign real estate investing, according to Scott Crowe, a global portfolio manager at Cohen & Steers Inc. “This is...

No time to get defensive with investments, says this fund manager

April 29, 2011

Despite a number of challenges facing both the economy and the equity markets, this is not the time for defensive investing, according to Mark Schultz, manager of the $245 million MTB Mid-Cap Growth Fund Ticker:(AMCRX). “Our reading of the...

Ex-Fairholme managers launch fund

April 13, 2011

As promised and ahead of schedule, veteran money managers Larry Pitkowsky and Keith Trauner have launched the first mutual fund from their new firm, Goodhaven Capital Management LLC. The co-managing partners and co-portfolio managers rolled...

Floating-rate funds taking off

April 13, 2011

Goldman Sachs Assets Management LP has become the latest fund manager to jump into the increasingly popular bank loan mutual fund space. The Goldman Sachs High Yield Floating Rate Fund Ticker:(GFRAX), which launched on March 31, represents the...

Oil rocketing Russia to top of fund manager's picks

April 8, 2011

The turmoil unfolding across parts of the Middle East has played directly into the hand of portfolio manager Vladimir Milev, manager of the Metzler/Payden European Emerging Markets Fund (MPYMX). Mr. Milev, who focuses on 10 European emerging...

Portfolio manager is long optimism with equity fund

April 7, 2011

As stock market outlooks go, they don't get much rosier than that of Dale Harvey, manager of the Poplar Forest Partners Fund Ticker:(PFPFX). “I'm a contrarian by thinking that right now, people are not optimistic enough,” he said. “I think...

Post-stimulus, mid-caps won't be half bad

March 10, 2011

When the federal government starts weaning the economy off the various stimulus programs put in place after the financial crisis, high-quality growth stocks once again will start leading the market, according to M. Scott Thompson, manager the...

Why mid-caps deserve some love, too

March 7, 2011

As long as investors continue to overlook mid-cap stocks, portfolio managers like Pat Dunkerley will continue to enjoy a particular advantage. “Mid-cap stocks tend to be neglected by investors, and portfolio managers tend to sell them too...

Real estate momentum building, analyst says

March 3, 2011

If you look beyond the housing market, there are reasons to believe the global commercial real estate market is poised to continue a strong rally, according to Jason Yablon, a real estate securities analyst at Cohen & Steers Inc., which manages...

Quant turned $100K into $220M fund

March 2, 2011

If ever there was a case for sticking with a strategy, it can be found in the aptly named, $220 million Auer Growth Fund Ticker:(AUERX). Although launched as an open-end mutual fund just three years ago, the fund's straightforward, quantitative...

U.S. recovery could be rocking the global boat, El-Erian says

February 18, 2011

As turmoil spreads through parts of the Middle East, it is logical that the U.S. economy and stock market can continue, at least for now, on its own “separate course of recovery,” said Mohamed El-Erian, chief executive and co-chief investment...

Buy-and-hold is bunk, says Wealth Builders' Schreiber

February 16, 2011

When markets are choppy, investors should choose cash over the staid concept of buy-and-hold, according to Donald Schreiber, co-portfolio manager and chief executive of Wealth Builders Inc., which has $625 million under management. “The idea...

Two ways to play the growing middle class: Philip Tasho

February 14, 2011

Agricultural commodities represents a creative way to invest in the world’s emerging middle class, according to Philip Tasho, founder and chief investment officer at Tamro Capital Partners, which manages $1.4 billion in asset management. Specifically,...

Should IPOs be treated like a separate asset class?

February 10, 2011

There is renewed life and strong momentum in the IPO market, but investors should not ignore some fundamental realities and patterns that newly public stocks tend to follow, according to Josef Schuster, manager of the Direxion Long/Short Global...

Uri Landesman: How to hedge against Egypt risks

February 1, 2011

Investing in North American oil producers and even biotechnology companies are some of the ways to hedge the political unrest in Egypt, according to Uri Landesman, president of Platinum Partners LP, a $500 million hedge fund shop. “As the...

Israel as a hedge against volatility? Remarkably, yes

January 27, 2011

Investing in Israel's brain power and technological innovation has proven easier than getting investors to recognize the opportunity. But that has not discouraged Jamia Jasper, manager of the American Israeli Shared Values Fund Ticker:(AISHX)....

Energy sector to stay white-hot?

January 21, 2011

The trend is your friend in the energy sector, where the rising price of oil appears to be laying the foundation for a prolonged investment opportunity. According to the latest research from Standard & Poor’s Financial Services LLC, oil prices...

New Franklin fund does global locally

January 20, 2011

Franklin Templeton Investments has expanded the adage “all politics are local” to international investing. The Franklin World Perspectives Fund, launched Dec. 16, has raised the stakes on the idea of a globally managed mutual fund for U.S....

Bad press makes bank stocks a good buy, says equity researcher

January 18, 2011

There are currently “too many positives” to not be invested in the stock market, according to Rafael Resendes, co-manager of the Toreador Large Cap Fund Ticker:(TORLX) and co-founder of The Applied Finance Group Ltd, an equity research firm....

Absolute-return strategy absolutely working for this fund manager

January 13, 2011

As the Russell 2000 Index inches ever closer to its July 2007 peak of 855, small-cap portfolio manager Eric Cinnamond is protecting his absolute return strategy with a whopping 35% allocation to cash. “In order to out-perform over the long-term...

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