Results for "Portfolio Manager Perspectives"

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This tech fund beats benchmarks by avoiding ‘bleeding edge' stocks

September 7, 2011

Looking beyond the technology-centric U.S. market is key to building a solidly diversified portfolio of tech stocks, according to Ian Warmerdam, manager of the $300 million Henderson Global Technology Fund Ticker:(HFGAX). Mr. Warmerdam, who...

Corporate stash of cash is paying dividends for this fund

August 26, 2011

The nearly two-year trend of companies' hoarding cash due to economic uncertainty plays right into the hand of Clare Hart, manager of the $560 million JPMorgan Equity Income Select Fund Ticker:(HLIEX). For a lot of companies, the cash buildup...

Supplies of natural gas bloated, but natural gas stocks still rising

August 23, 2011

Natural gas prices might be hovering near historic lows, but that doesn't mean investors should shy away from the distribution, exploration and production end of the industry. “Right now, the natural gas industry is in a sweet spot,” according...

Emerging idea: A new twist on managing volatility overseas

August 16, 2011

A new exchange-traded fund from Emerging Global Advisors is putting the emerging back into emerging-markets exposure, and it shows. The EGShares Emerging Markets High Dividend/Low Beta ETF Ticker:(HILO) is designed for income and low volatility...

Stock swoon: A ‘selective' buying opportunity?

August 4, 2011

The stock market's slide in the last two weeks is being embraced as a “selective” buying opportunity by Melissa Chadwick-Dunn, part of the four-person team managing the RS Small Cap Growth Fund Ticker:(RSEGX). “We're looking at the pullback...

Fund's long/short strategy efficacious as beta blocker

August 3, 2011

There's no time like the present for a hedged approach to the equity markets, according to Robert Worthington, who oversees management of the $300 million Hatteras Alpha Hedged Strategies Fund Ticker:(ALPHX). “Right now the economic environment...

Quality, cash keep this tech fund on solid ground

August 1, 2011

Even in the rocky world of technology investing, the debt ceiling debate has been an eye-opening experience and has required some portfolio adjustments, according to Kevin Landis, manager of the Firsthand Technology Opportunities Fund Ticker:(TEFQX)....

A different approach to value investing

July 29, 2011

Looking well past the current headlines coming out of Washington helps provide a certain level of calm to Randy Dishmon, manager of the Oppenheimber Global Value Fund Ticker:(GLVAX). “Political turmoil determines the current market environment,...

Finding ‘unloved' opportunities in a uncertain market

July 28, 2011

With the dark cloud of economic uncertainty hanging over Washington, one could make a solid case for the Advisory Research International Small Cap Value Fund Ticker:(ADVIX), which limits exposure to the U.S. dollar by investing primarily on...

Debt drama obscuring great plays in the stock market: Hartford's Carmen

July 27, 2011

The non-stop rhetoric surrounding the debt ceiling does not diminish the fact that there are still good stocks worth buying, according to Michael Carmen, manager of the $2.1 billion Hartford Growth Opportunities Fund Ticker:(HGOAX). “I'm not...

The ‘perfect time' for a covered-call strategy? One PM thinks so

July 18, 2011

Van Hulzen Asset Management is tapping into the options space to add a little extra income to a portfolio of large-cap stocks. The Iron Horse Fund Ticker:(IRHAX), which was launched a week ago, will use a strategy that the $250 million asset...

'Income' no longer a 'dirty word,' says dividend fund manager

July 15, 2011

For companies sitting on huge piles of money, paying out dividends is no longer optional, says Richard Platte, manager of the Ave Maria Rising Dividend Fund Ticker:(AVEDX). “I'd like to think we're at the beginning of an improving environment...

Now is not the time to be stock-shy: Cetera strategist

July 8, 2011

Today's weak jobs report notwithstanding, the economy has moved past last month's “soft patch” and there are reasons to be bullish on equities, according to Brian Gendreau, market strategist at Cetera Financial Group Inc., which has $82...

Short-term junk ideal for navigating long-term risk: RiverPark's Sherman

July 6, 2011

Short-term high-yield debt might be just the thing for those investors sitting on cash but worried about risk, according to David Sherman, manager of the RiverPark Short Term High Yield Fund Ticker:(RPHYX). Mr. Sherman, a subadviser manager...

Leaving the herd allowed this fund to exploit rallies

June 27, 2011

A willingness to separate from the pack is key to successful global equity investing, according to David Fingold, manager of the Dynamic Discovery Fund Ticker:(DWGDX). “You can't beat your competitors by owning the same things they own,”...

Volatile market? Spread your bets, says JPMorgan fund manager

June 22, 2011

When the markets get rocky, it's sometimes best to place smaller bets across more stocks, according to Giri Devulapally, manager of the JPMorgan Large Cap Growth Select Fund Ticker:(SEEGX). Mr. Devulapally strives to keep the $1.8 billion fund...

Scruggs' fund does well when investors are flat-out spooked

June 16, 2011

For some bottom-up stock pickers, the recent market volatility has been akin to an investment sweet spot, according to Steve Scruggs, manager of the Queens Road Small Cap Value Fund Ticker:(QRSVX). “We find that when the markets are pricing...

Market skid just a ‘speed bump,' Astor's Stein says

June 15, 2011

Current market volatility notwithstanding, the economic expansion that began two years ago is still rolling, according to Rob Stein, manager of the Astor Long/Short ETF Fund Ticker:(ASTRX). “The pace is definitely waning and we've definitely...

Nothing middling about performance of this midcap fund

June 1, 2011

By following the conventional wisdom of a barbell portfolio — that is, one with large-cap and small-cap stocks — investors are missing out on the strength of midsize companies, according to Michelle Clayman, manager of the Calvert Capital...

Apocalypse Not: Muni manager sees buying opportunity, not end of days

May 31, 2011

With the municipal bond market so far having suffered none of the Armageddon scenarios predicted late last year, investors are able to enjoy a major buying opportunity in the muni space, according to Tim Pynchon, manager of the $700 million...

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