Results for "Portfolio Manager Perspectives"

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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...

What's attractive now: Higher-quality junk bonds

December 15, 2009

Higher-quality high-yield corporate bonds are getting more attractive on a fundamental basis, according to Sabur Moini, manager of the $695 million Payden High Income Fund (PYHRX), offered by Payden & Rygel Investment Group. “This has been...

AlphaShares fund offers China play — without the fireworks

December 14, 2009

The major pros and cons of investing in China could be summed up as growth and volatility. But Jonathan Masse, senior portfolio manager with AlphaShares LLC, believes the growth is worth the ride. “We're big fans of the China story because...

Foreign small-caps still selling at a big discount

December 11, 2009

The rally in international small-cap stocks is far from over, according to Edwin Lugo, manager of the Franklin International Small Cap Growth Fund (FKSCX). Mr. Lugo, whose fund gained 52% this year through November, believes that the stock-picking...

Trend spotter calls U.S. large-caps next new thing

December 9, 2009

If the trend is your friend, U.S. large-cap stocks will be the place to invest over the next several months, says Jim Porter, manager of the Aston/New Century Absolute Return ETF Fund (ANENX). Mr. Porter, who uses a quantitative trend-following...

Current rally: Too far, too fast, too little real recovery

December 7, 2009

The stock market rally has gone too far too fast, and on too little real economic recovery, claims Tom Samuels, manager of the Palantir Fund (PALIX), a global long/short fund from Palantir Capital Management Ltd. “After almost 10 months, this...

John Wenker: Commercial real estate a flop, but REITs are hot

December 6, 2009

If commercial real estate is in such bad shape, why are real estate investment trusts thriving? The answer, according to REIT fund manager John Wenker, boils down to liquidity. “REITs have rallied this year off the theme of access to capital,”...

Joel Hirsh: In equities, big and boring is best

December 6, 2009

The next wave of equity opportunities lie in big, “boring” companies that have been largely overlooked in the current rally, according to hedge fund manager Joel Hirsh. “The companies with the most significant competitive advantages right...

How to play the rally —and potential pullbacks

December 4, 2009

The stock market's relentless charge from its March lows shouldn't be taken for granted, since no rally lasts forever, according to portfolio manager Jeffrey Beamer, who maintains a constant hedge on every position in his Lacerte Guardian Fund...

Best sovereign-debt bet? Not Uncle Sam

December 2, 2009

As the U.S. economy continues its slow crawl toward recovery, the global bond market remains rich with opportunities, according to Chris Diaz, co-manager of the $330 million ING Global Bond Fund (INGBX). “Our strategy right now involves risk...

Next wave of investing opportunities? ‘Boring’ companies

November 30, 2009

The next wave of opportunities in the equity markets will be big, “boring” companies that have been largely overlooked in the current rally, according to hedge fund manager Joel Hirsch. “The companies with the most significant competitive...

Advanced Equities' Wright: Recovery not forthcoming

November 29, 2009

Financial advisers and investors must bear in mind that consumers won't be in a position to support their normal share of economic growth, according to Brian Wright, head trader and co-portfolio manager with Advanced Equities Asset Management....

Don't fight the Fed, says CLS's Guenther

November 19, 2009

The top-down investment strategy continues to be “don't fight the Fed,” according to Dennis Guenther, who manages a total of $2 billion for CLS Investments LLC. “The markets remain in somewhat of a sweet spot, benefiting from both monetary...

Robeco Investment Management's Feeney still bullish on stocks despite S&P 500's run

November 17, 2009

While some investors are predicting an imminent and sustained market downturn, Jay Feeney, chief investment officer at Robeco Investment Management, still sees plenty of upside for stocks. Mr. Feeney, who oversees $10 billion of the firm's $14...

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