Results for "Portfolio Manager Perspectives"

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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...

Don't discount discount retailers: Chuck Akre

October 20, 2010

The U.S. consumer's newfound thrift makes investments in healthy discount retailers a sound move, according to Chuck Akre, manager of the Akre Focus Fund Ticker:(AKREX). “With 17% of the population unemployed or under-employed, we know that...

Health care, tech among best small-cap bets, says Goldman’s Rabinowitz

October 18, 2010

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

S&P 500's fair value in 2011? 1,000, says Innealta's Buetow

October 14, 2010

The equity markets are both confused and overvalued, according to Jeff Buetow, chief investment officer of Innealta Capital, which manages nearly $2 billion in assets. Mr. Buetow, who is critical both of the current Federal Reserve policy and...

Gold fever won't break anytime soon, says fund manager

October 13, 2010

While the short-term outlook for gold at current levels might be unclear, the long-term bull market for the precious metal will continue, according to James Dailey, manager of the Team Asset Strategy Fund Ticker:(TEAMX). “The question is not...

Going global? Try U.S. stocks, says FPA Perennial’s Ende

October 11, 2010

Investors looking for more exposure to global markets can increasingly look to U.S. stocks, according to Eric Ende, manager of the FPA Perennial Fund Ticker:(FPPFX). In a concentrated portfolio of 30 U.S.-domiciled companies, 37% of sales last...

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