Results for "Portfolio Manager Perspectives"

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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...

This fund's dividend hunting ground is the Russell 3000

February 6, 2012

Income-seeking investors should not make the mistake of ignoring smaller companies, according to Paul Hogan, co-manager of the $175 million FAM Equity Income Fund Ticker:(FAMEX). While it is common to associate dividend yields with the largest...

No end to dividend bonanza, says Sterne Agee strategist

January 27, 2012

The U.S. economy is showing real signs of strength, yet investors are still too scared to take advantage of it. That's a big mistake, according to T. Jerry Harris, market strategist with Sterne Agee Group LLC. “Since Christmas, the S&P hasn't...

Historic dividend yields have this fund manager singing equities' praises

January 11, 2012

Dividend yields represent the current sweet spot in the financial markets, according to Scott Schermerhorn, chief investment officer at Granite Investment Advisors, which manages $500 million mostly in separate accounts. He is so enamored with...

Rising dividends will see investors bail from bonds: Henderson Global manager

January 5, 2012

Income-seeking investors should take solace in a trend toward rising dividend payouts in 2012, according to Alex Crooke, manager of the $1.2 billion Henderson Global Equity Income Fund Ticker:(HFQAX). “I think dividend growth this year will...

'Hedge fund surrogate' generating returns of 7%-9%

December 30, 2011

The approach to income investing has been dialed up a few notches in the form of the Innovator Matrix Income Fund Ticker:(IMIFX), which invests exclusively in income-generating pass-through vehicles including master limited partnerships, business...

Buying bonds for safety is a losing strategy: Ave Maria manager

December 21, 2011

Buying bonds for safety, when so many stocks are yielding such attractive dividends, is a losing strategy, according to George Schwartz, president of Schwartz Investment Counsel Inc., a $1 billion asset management firm. “You've got a lot of...

Tom Forester: Finding value in playing defense

December 14, 2011

The uncertainty in Europe has pushed the Forester Value Fund Ticker:(FVALX) into a defensive mode, but that's far from sitting on the sidelines, according to Tom Forester. “If you just stay in money markets, you might miss out when the market...

Clients feeling sick, but volatility 'the friend' of longterm investors: FBR fund manager

December 2, 2011

Headline risk and market volatility is music to the ears of David Rainey, manager of the $660 million FBR Focus Investor Fund Ticker:(FBRVX). When you're managing a portfolio of less than two dozen stocks and the average hold period is nearly...

Dividend-centered fund on a run, up 5.5% this year

November 23, 2011

With market jitters up — and yields on traditional income investments down — stock dividends are looking increasingly attractive, according to Jay Wong, co-manager of the Payden Value Leaders Fund Ticker:(PYVLX). “Our objective is to spin...

Performance of REITs back on the beam

November 14, 2011

Tighter lending standards and a slow-growth economy have laid the foundation for a positive outlook for commercial real estate, according to Rick Romano, manager of the $820 million Prudential Global Real Estate Fund Ticker:(PURAX). “Right...

Yield ahead as dividend-paying companies on the rise

November 3, 2011

In an environment of lower returns both on the fixed- income and equity sides, dividends offer hope and opportunity, according to Ed Perks, manager of the $55 billion Franklin Income Fund Ticker:(FKINX). While the balanced strategy is currently...

Want to keep clients in the market? Look to smooth out the ride

November 1, 2011

In uncertain times, a smooth ride is sometimes the best way to keep investors from heading for the sidelines, according to Matthew Glaser, manager of the $590 million Turner Spectrum Investment Fund Ticker:(TSPCX). “Investment decision making...

This fund seeks to keep commodities from marching with equities

October 21, 2011

As commodities have become increasingly correlated with the broader equity markets, at least one fund is making an effort help commodities maintain their portfolio diversification capabilities. Launched in December, the Equinox Commodity Strategy...

Everybody out of the mortgage pool? That's a mistake, says ING fund manager

October 13, 2011

Government-backed mortgages could be the next best alternative to cash, according Jeff Dutra, manager of the $830 million ING GNMA Income Fund Ticker:(LEXNX). “Investors underserve themselves by not having enough safer investments, and most...

Stock funds: Beta blockers calm nerves, boost returns

October 3, 2011

Avoiding market beta might be one of the surest ways to dampen portfolio volatility, but investors should be mindful of tradeoffs such as missing out on major market rallies. Over the long haul, however, a heavier allocation to low-beta defensive...

It's oil that glitters, not gold, says fund manager

September 21, 2011

Market volatility and continuing macroeconomic threats are not good reasons to move out of stocks — particularly energy stocks — according to Stephen Rogers, manager of the California Investment Equity Income Fund Ticker:(EQTIX). “U.S....

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