Results for "Portfolio Manager Perspectives"

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Why Stanley Crouch is playing defense

September 30, 2012

As market watchers debate whether it is too late to catch a piece of the current rally, Stanley Crouch is already playing defense in anticipation of a correction. “I think we have the potential for a pretty significant drop after a very long...

Infrastructure funds provide shelter against inflation: Cohen & Steers

September 26, 2012

In a world of fast-growing and far-reaching infrastructure development, portfolio manager Ben Morton points out that investing in the sector is no longer just about funneling money directly into complex and tax-unfriendly master limited partnerships....

One way to find value: Buy the ugly ducklings

September 24, 2012

Portfolio manager Kent Croft looks beyond all the negative macroeconomic market noise to concentrate on one thing: finding out-of-favor stocks. “Most people right now are worried about everything that can go wrong at a time when you've got...

Not too late to hop on stocks, says RidgeWorth's Sansoterra

September 21, 2012

Investors who continue to pull money out of equity mutual funds are making the mistake of trying to fight the tide, according to Michael Sansoterra, manager of the $300 million RidgeWorth Large Cap Growth Fund Ticker:(STCFX). “Stocks have...

Now's the time to place your chips on chips: Hogan

August 27, 2012

The semiconductor space is poised for a rebound that should represent a particular boost for income-seeking investors, according to Paul Hogan, co-manager of the $120 million FAM Equity Income Fund Ticker:(FAMEX). “When I look at sales growth...

High yield is the real deal, Clark says

August 26, 2012

Brendan Clark, president of Clark Capital Management Group, has been using exchange-traded funds to take advantage of what the bond market is offering, and right now that means high yield. “In the interest rate environment we're in and moving...

With low interest rates, high yield the real deal: Brendan Clark

August 20, 2012

With bond yields hovering near historic lows, there is a case being made for some active trading in the fixed-income space. Brendan Clark, president of Clark Capital Management Group, has been using exchange-traded funds to take advantage of...

Son of Buffett: Five-star fund follows the Oracle's lead

August 13, 2012

As a portfolio manager, Richard Cook refuses to pretend he has the time, energy or resources to track and analyze thousands of individual stocks. Therefore, he limits his analysis to “hundreds of names” so he can invest in about a dozen...

Diversified alpha bets? This alt fund's got them

July 24, 2012

Some alternative strategies just seem to make sense, even if the strategy is a bit complex. That's the case with the Causeway Global Absolute Return Fund Ticker:(CGAVX). While any fund dubbed “absolute return” is automatically setting the...

Junk bin looking mighty attractive right now

July 15, 2012

With yields now hovering at more than 6.5 percentage points over comparable Treasury bonds, it would be foolish to ignore what the high-yield market is offering, according to Jim Shanahan, one of the lead managers of the $11.6 billion JPMorgan...

Large-caps lap Treasuries

July 12, 2012

Sitting in long-term Treasury bonds earning 1.5% seems rather pointless when there are solid large-cap stocks paying dividends in the 3% range. “In a slow-growth environment like this, that's when the higher-quality companies tend to outperform,”...

Junk bin looking mighty attractive right now

July 9, 2012

Are junk bonds the new alternative to stocks? With yields now hovering at more than 6.5 percentage points over comparable Treasury bonds, it would be foolish to ignore what the high-yield market is offering, according to Jim Shanahan, one of...

Why investors should be into Africa

May 3, 2012

In a world of fast-growing economies in the emerging world, it might be easy to overlook Africa, which represents just 4% of global gross domestic product. Such an oversight would be a mistake, according to Larry Seruma, fund manager for Nile...

Still big upside for small-caps, says fund manager

May 1, 2012

Don't let the strong rally in small-caps fool you: There is still plenty of value to be found in smaller-company stocks, according to Marc Roberts, co-manager of the FAM Small Cap Investor Fund Ticker:(FAMFX). While Mr. Roberts' pro-small-cap...

New retail hedge fund keeps strategy, ditches liquidity concerns

April 30, 2012

There have been endless efforts to bring alternative strategies to the retail investor marketplace, but the RiverPark Long/Short Opportunity Fund Ticker:(RLSIX) has finally done it. The fund, managed by Mitch Rubin, was launched on March 30...

In hunt for dividends, small-caps offer big surprise

April 6, 2012

Pairing dividends with smaller companies can provide the best of both worlds, particularly at a time when income is hard to come by, according to Adam Peck, manager of the Heartland Value Plus Fund Ticker:(HRVIX). Mr. Peck, who co-manages the...

These two alternatives funds come with beta blockers

April 2, 2012

Stadion Money Management is making a bigger play in the alternative-investment space with an intriguing new strategy that's designed to prosper in just about any market environment. The Stadion Trilogy Fund Ticker:(STTGX) is one of two new mutual...

Who knew you could make money investing in corporate events?

March 29, 2012

As correlations increase across most asset classes, the idea of investing based on specific corporate events, such as a bankruptcy or merger deal, is certainly one way to add diversification within a portfolio. “These kinds of binary events...

Cheap natural gas has these stocks burning it up

March 23, 2012

The glut of natural gas in the United States has created a unique investment opportunity that could be in place for the next few years, according to Ron Muhlenkamp, manager of the $500 million Muhlenkamp Fund Ticker:(MUHLX). “We expect the...

For inflation protection, this JPMorgan fund doesn't allocate only to TIPS

March 16, 2012

A hedge against inflation is difficult to make without an imminent threat of inflation, but cyclical economic patterns suggests one can never be too careful when it comes to portfolio protection. This is the logic behind the JPMorgan Diversified...

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