Results for "Portfolio Manager Perspectives"

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New covered-call fund from M.D. Sass hedges stock and bond markets

August 1, 2013

Veteran investor Martin Sass is homing in on what he sees as a keen opportunity in the retail investor arena. The chief executive of the $8.5 billion asset management firm M.D. Sass Investors Services Inc. thinks that the time has come to start...

Manager plots strategy for the onset of inflation

April 18, 2013

As Fed watchers and economists continue debating how inflation in the U.S. is to be calculated, it seems inevitable to many that more than four years of quantitative easing eventually will trigger some inflationary pain. The reality of the Federal...

Fund manager waves the red, white and blue

March 20, 2013

Who needs global diversification when you are sitting in the middle of the world's most freshly scrubbed economy? That is the basic premise behind the Smead Value Investor Fund (SMVLX), which includes a portfolio of just 27 stocks that draw...

New Goldman fund overweights emerging-markets debt

March 12, 2013

If half of the world's gross domestic product is now coming from the emerging markets, why do most global bond indexes allocate only about 7% to emerging-markets debt? That's the kind of question Goldman Sachs Asset Management portfolio manager...

A fourth asset class? Investors are piling in

January 10, 2013

If asset flows can be trusted as a guide, the appetite among financial advisers for hedged-equity exposure is reaching a fever pitch, and that suggests plenty about the growing unease in the financial markets. Exhibit A is the $7 billion Gateway...

Why all the fear about the stock market?

December 19, 2012

One need only look at the steady pace of outflows from equity mutual funds over the past few years to recognize that financial advisers must be longing for a better strategy for keeping investors in the markets. Evidence of investor fear is...

Get rid of the muni tax break? Then get ready for higher property taxes

December 7, 2012

In the category of protecting one's ox from being gored in the testy fiscal cliff debate, you have to give credit to the municipal bond market. While nothing is close to certain at this point, the tax-exempt status of the nearly $4 trillion...

Bond fund to pour $100M into post-Sandy rebuild

December 3, 2012

Impact-investing firm Community Capital Management Inc. is homing in on the storm-ravaged Northeast as its latest effort to leverage investor capital for the benefit of specific communities. The $1.8 billion fixed-income shop on Monday announced...

Shift to alts: Fund offers wealthy clients easy access to hedgies

November 16, 2012

MainStay Investments is moving a little deeper into the alternative investments space with its new fund of hedge funds tailored to financial advisers with wealthier clients, as well as to smaller institutional accounts. The Private Advisors...

Giving up possible upside but getting more-predictable income

November 12, 2012

The latest offering from RiverNorth Capital Management LLC will give up some of the market's potential upside in exchange for more-predictable income. The strategy employed by the RiverNorth Dynamic Buy-Write Fund Ticker:(RNBWX) could be ideal...

BDC fund offers IPO investors a way to jump the queue

November 6, 2012

The initial public offering market has slowed considerably over the past few years, but that doesn't mean there are no good opportunities for patient investors. That is the general mindset that financial advisers and investors should embrace...

Suddenly, scores of emerging-market funds are emerging

November 5, 2012

Calvert Investments has jumped on the emerging-markets bandwagon with the help of U.K.-based Hermes Fund Managers Ltd. Launched Oct. 31, the Calvert Emerging Markets Equity Fund Ticker:(CVMAX), will apply socially conscious investing screens...

Low volatility on a high-yield bond fund? Swaps are the secret sauce

October 26, 2012

Turning a high-yield-bond fund into a low-volatility total-return strategy is as easy as sprinkling in some credit default swaps. Of course, that assumes the portfolio manager is sufficiently skilled in the application of the hedging strategy,...

Investing according to GARP: Seeking companies creating dynamic change or disruption

October 12, 2012

With the global economy in a period of long-term slow growth, it is important to focus on good companies with a small share of a much larger market, according to Jeff Coons, president and co-director of research at Manning & Napier Inc. “You...

Better return with less risk? Dividend-paying small-caps pay off

October 10, 2012

Smaller companies might not be the first thing one thinks of when it comes to dividend distributions. But don't try telling that to Tom Browne, manager of the Keeley Small Cap Dividend Value Fund Ticker:(KSDVX). From his perspective, if you're...

Why Stanley Crouch is playing defense

September 30, 2012

As market watchers debate whether it is too late to catch a piece of the current rally, Stanley Crouch is already playing defense in anticipation of a correction. “I think we have the potential for a pretty significant drop after a very long...

Infrastructure funds provide shelter against inflation: Cohen & Steers

September 26, 2012

In a world of fast-growing and far-reaching infrastructure development, portfolio manager Ben Morton points out that investing in the sector is no longer just about funneling money directly into complex and tax-unfriendly master limited partnerships....

One way to find value: Buy the ugly ducklings

September 24, 2012

Portfolio manager Kent Croft looks beyond all the negative macroeconomic market noise to concentrate on one thing: finding out-of-favor stocks. “Most people right now are worried about everything that can go wrong at a time when you've got...

Not too late to hop on stocks, says RidgeWorth's Sansoterra

September 21, 2012

Investors who continue to pull money out of equity mutual funds are making the mistake of trying to fight the tide, according to Michael Sansoterra, manager of the $300 million RidgeWorth Large Cap Growth Fund Ticker:(STCFX). “Stocks have...

Now's the time to place your chips on chips: Hogan

August 27, 2012

The semiconductor space is poised for a rebound that should represent a particular boost for income-seeking investors, according to Paul Hogan, co-manager of the $120 million FAM Equity Income Fund Ticker:(FAMEX). “When I look at sales growth...

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