Results for "Portfolio Manager Perspectives"

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Israel as a hedge against volatility? Remarkably, yes

January 27, 2011

Investing in Israel's brain power and technological innovation has proven easier than getting investors to recognize the opportunity. But that has not discouraged Jamia Jasper, manager of the American Israeli Shared Values Fund Ticker:(AISHX)....

Energy sector to stay white-hot?

January 21, 2011

The trend is your friend in the energy sector, where the rising price of oil appears to be laying the foundation for a prolonged investment opportunity. According to the latest research from Standard & Poor’s Financial Services LLC, oil prices...

New Franklin fund does global locally

January 20, 2011

Franklin Templeton Investments has expanded the adage “all politics are local” to international investing. The Franklin World Perspectives Fund, launched Dec. 16, has raised the stakes on the idea of a globally managed mutual fund for U.S....

Bad press makes bank stocks a good buy, says equity researcher

January 18, 2011

There are currently “too many positives” to not be invested in the stock market, according to Rafael Resendes, co-manager of the Toreador Large Cap Fund Ticker:(TORLX) and co-founder of The Applied Finance Group Ltd, an equity research firm....

Absolute-return strategy absolutely working for this fund manager

January 13, 2011

As the Russell 2000 Index inches ever closer to its July 2007 peak of 855, small-cap portfolio manager Eric Cinnamond is protecting his absolute return strategy with a whopping 35% allocation to cash. “In order to out-perform over the long-term...

Goldman fund seeks to generate income, reduce worry lines

January 11, 2011

For investors seeking low-risk income, the surest route is picking out high-dividend-paying stocks and purchasing options to limit possible losses, according to Donald Mulvihill, manager of the $404 million Goldman Sachs U.S. Equity Dividend...

Muni bond meltdown? Why you don't have to believe the hype

January 6, 2011

The recent wave of fear surrounding the municipal bond markets is overhyped, but the increased focus on the fiscal condition of state and local budgets is a good thing, according to Leslie Barbi, head of fixed income at RS Investments. “It's...

Philip Tasho: Go large in 2011

January 3, 2011

A recovering economy is laying the foundation for a rally in large-cap stocks, according to Philip Tasho, chief executive and chief investment offer at Tamro Capital Partners LLC, a $1.3 billion asset management firm. Despite the fact that investor...

Intrepid's Travis likes safe, boring investments in 2011

December 29, 2010

HED: Intrepid's Travis likes safe, boring investments in 2011 By Jeff Benjamin Safe and boring investments will get the job done in 2011, according to Mark Travis, manager of the balanced and concentrated Intrepid Capital Fund Ticker:(ICMBX)....

Panic in muni market signals a time to buy: Thornburg PM

December 27, 2010

The recent wave of panic sweeping across the municipal bond market is creating buying opportunities for professional money managers, according to Josh Gonze, manager of the $4 billion Thornburg Limited Term Municipal Bond Fund Ticker:(LTMIX)....

‘No limit to the upside of gold': Midas' boss

December 16, 2010

As long as Wall Street continues to expect a reversal of the historic gold rally, mining and production companies will continue to outperform the market, according to Thomas Winmill, president of Midas Management Corp. and manager of the $140...

Build America Bonds an ‘investment no-brainer'

December 15, 2010

As lawmakers prepare to shelve the Build America Bonds program, investors should strongly consider purchasing the government paper, according to Peter Coffin, president of Breckinridge Capital Advisors Inc. But he also warns that the program's...

Semiconductor sector set to surge, says WealthBuilder's boss

December 14, 2010

The technology sector may well be one of the biggest growth stories of 2011, according to Donald Schreiber, chief executive of Wealth Builders Inc., which has $570 million under management. “Companies didn't spend money on technology for the...

Euro debt crisis has hatched new buying opportunities: Payden’s Ceva

December 2, 2010

The current turmoil surrounding European sovereign debt is part of a new cycle that investors will have to learn to navigate, according to Kristin Ceva, manager of the $680 million Payden Emerging Markets Bond Fund Ticker:(PYEMX). “We’ll...

Tocqueville’s Sellecchia: Proceed with caution

November 30, 2010

At current valuation levels, the stock market needs to be approached with caution and patience, according to Vince Sellecchia, manager of The Select Fund Ticker:(DESYX). While Mr. Sellecchia is far from ready to sit on the sidelines, he has...

Aston/Montag & Caldwell’s Thompson high on high-quality stocks

November 29, 2010

The next stage of the market rally will likely favor high-quality stocks, according to Scott Thompson, manager of the Aston/Montag & Caldwell Mid Cap Growth Fund Ticker:(AMCMX). “We would expect stocks to continue to grind higher, but the...

Sweet spot for dividends? Don't ignore mid-caps

November 15, 2010

The outlook for dividend income is bright and could be strong for several years, according to Mike Boyle, a portfolio manager at Advisors Asset Management. Mr. Boyle, who oversees $1.5 billion in unit investment trust assets, said the current...

Lesser-known fund generating big returns, little volatility

November 2, 2010

The use of covered call options is boosting total return and drastically reducing volatility in a little-known large-cap value fund managed by Neiman Funds Management LLC. In addition to outperforming the S&P 500 this year, the Neiman Large...

Wedgewood’s Rolfe: Fishing in ‘unloved pond of inefficiently priced stocks’

October 25, 2010

Gaps in the efficient markets theory create plenty of investing opportunities — even in some of the world’s largest companies, according to David Rolfe, chief investment officer at Wedgewood Partners Inc., which has $775 million under management....

Goldman's Rabinowitz: Health care, technology among best small-cap bets

October 24, 2010

Health care, technology and consumer discretionary stocks are producing some of the best investment opportunities in the small- and mid-capitalization areas, according to Jeff Rabinowitz, manager of the $680 million Goldman Sachs Small/Mid Cap...

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