Results for "Portfolio Manager Perspectives"

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Dividend-slicing trend nearly over, says Henderson's Job Curtis

February 23, 2010

Corporate-dividend payouts have fallen over the past few years, but the bottom is now in sight, according to Job Curtis, manager of the $570 million Henderson Global Equity Income Fund (HFQAX). “I think we're through the worst of it,” he...

REITs are still a good value, says ING Global's Ferguson

February 22, 2010

An upturn is coming in the publicly traded real estate space, and investors need to be nimble to take advantage, according to Ritson Ferguson, manager of the $1.9 billion ING Global Real Estate Fund (IGLAX). “The market is still soft, but...

Some cost-cutting companies flying under investors' radar, says Robeco Boston Partners' Donovan

February 16, 2010

Despite last year's rally, there remains a pocket of opportunity among those stocks that have lagged the overall market, according to Mark Donovan, manager of the $500 million John Hancock Disciplined Value Fund Ticker:(JVLAX). The key, he said,...

Karl Mills: Why technology is best place to be right now

February 11, 2010

The top-down macroeconomic themes all tilt in favor of globally diversified cash-rich companies, according to Karl O. Mills, president and chief investment officer at Jurika Mills & Keifer LLC. At issue is “massive public debt here and in...

Collar Fund’s Schwab uses options to manage risk

February 9, 2010

The volatility that has crept into the stock market over the past few weeks could turn out to be a selling point for The Collar Fund Ticker:(COLLX), managed by Thomas Schwab. The fund uses put and call options to establish upper and lower boundaries...

ING's Landesman to Washington: Let the markets be

February 4, 2010

Washington in general — and President Barack Obama in particular — is getting in the way of the stock market rally, according to Uri Landesman, head of global growth at ING Investment Management Americas. Mr. Landesman, who manages $1.7...

Game plan for 2010? Play more D, WBI's Stroik says

February 3, 2010

After enjoying the “beta rally” of 2009, investors should view 2010 as more of a defensive play, according to Gary Stroik, chief investment officer at WBI Investments. “Our screens are favoring more-defensive investments, and I expect...

W.P. Stewart's Tierney: It's a stock picker's market

February 1, 2010

The best investment opportunities are likely to be found in defensive growth stocks, according to Jim Tierney, portfolio manager and analyst with W.P. Stewart & Co. Ltd. Mr. Tierney, whose firm manages $1.6 billion, said that in this environment,...

Aston’s Zerhusen: Ignore mid-caps at your peril

January 29, 2010

Investors are ignoring mid-cap stocks at their own peril, according to Thyra Zerhusen, manager of the $1.3 billion Aston/Optimum Mid Cap Fund (CHTTX) from Aston Asset Management. “Mid-cap stocks, in general, have done better than large and...

F-Squared's Present staying fully invested

January 27, 2010

ERROR: Macro getaudioplayer is missing!All signs point toward staying fully invested, according to Howard Present, co-manager of the Virtus AlphaSector Rotation Fund (PWBAX). The $193 million fund, which relies on forward-looking quantitative...

Eugene Peroni predicts Dow to hit 13,000

January 26, 2010

Despite recent stock market volatility, the bull market rally will likely last another year or more, according to Eugene Peroni Jr., a portfolio manager with Advisors Asset Management Inc. Mr. Peroni is a multicap manager who uses technical...

Harry Rady: Short-sale targets like 'shooting fish in a barrel'

January 24, 2010

Finding stocks to sell short is like “shooting fish in a barrel,” according to Harry Rady, chief executive and portfolio manager at Rady Asset Management LLC. Mr. Rady, who manages $250 million in long-short strategies in both mutual funds...

Robeco's Pollack: It is high-quality firms' turn to lead a rally

January 24, 2010

The time is right for higher-quality companies to start leading the stock market rally, according to Steven Pollack, manager of the Robeco Boston Partners Mid Cap Value Fund (BPMIX). “Low-quality companies got very cheap a year ago,” he...

RiverNorth Capital's Patrick Galley: Secured bank loan assets still look good

January 22, 2010

A 48% allocation to equities reflects a cautious outlook for the stock market by Patrick Galley, manager of the RiverNorth Core Opportunity Fund (RNCOX). “We believe equities are relatively fairly valued right now,” he said. “But we still...

Harry Rady on short-sale targets: 'Like shooting fish in a barrel'

January 20, 2010

Finding stocks to sell short is like “shooting fish in a barrel,” according to Harry Rady, chief executive and portfolio manager at Rady Asset Management LLC. Mr. Rady, who manages $250 million in long-short strategies in both mutual funds...

Eric Newman: "We only want to offer our best stuff'

January 17, 2010

After more than five years of solid performance, including a run last year that saw assets more than double to nearly $1 billion, the TFS Market Neutral Fund (TFSMX) is introducing a “hard close” and will stop taking investments Friday....

Marketfield's Michael Aronstein: More bounce for U.S. stocks

January 17, 2010

Strong domestic earnings over the next few quarters will add fuel to the charging U.S. equity market, said Michael Aronstein, manager of the Marketfield Fund (MFLDX). “I think the big surprise to people will be corporate earnings during the...

TFS's Eric Newman: 'We only want to offer our best stuff'

January 14, 2010

After more than five years of solid performance, including a run in 2009 that saw assets more than double to nearly $1 billion, the TFS Market Neutral Fund (TFSMX) is introducing a “hard close” and will stop taking any investments on Jan....

Small-cap value ready to soar, says Elessar Investment's Giesen

January 6, 2010

The outlook is bright for small-cap-value stocks during this “late phase of the market expansion,” according to Rick Giesen, chief investment officer at Elessar Investment Management LLC. Mr. Giesen, a bottom-up stock picker, compared the...

Shunning stocks? Big mistake, says Al Frank's John Buckingham

January 5, 2010

The stock market might not perform as well in 2010 as it did last year, but the case for equities is still hard to ignore, according to John Buckingham, chief investment officer at Al Frank Asset Management Inc. “I still don't see a lot of...

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