Results for "Portfolio Manager Perspectives"

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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...

OppenheimerFunds’ Steinmetz hot on high-quality stocks, low-quality bonds

October 7, 2010

The best opportunities in the market right now are in “high-quality stocks and low-quality bonds,” according to Art Steinmetz, who took over this week as chief investment officer at OppenheimerFunds Inc. “Right now we’re going through...

Porter on gold: Too late to buy, too soon to sell

October 6, 2010

It may too late to jump on the gold bandwagon, but it’s also too early to bail out of the precious metal, according to Jim Porter, manager of the Aston/New Century Absolute Return Fund Ticker:(ANENX). “The [gold] trend is solidly in place,”...

Managed-futures funds shorting U.S. dollar, bullish on precious metals: Equinox's Bornhoft

October 5, 2010

Shorting the U.S. dollar and going long on certain precious and industrial metals are two ways managed-futures funds are providing non-correlated market exposure, according to Richard Bornhoft, chief investment officer of Equinox Fund Management...

Landesman sees roller coaster ride ahead

October 3, 2010

The S&P 500 could fall by as much as 8% over the next three weeks, followed by a 22% rally to close out the year, according to Uri Landesman, president of Platinum Partners LP, a $500 million hedge fund shop. “I'm bearish over the next three...

Stay on the sidelines, says Metropolitan Capital's Snow

September 29, 2010

Stop worrying about a double-dip recession — the current economy is bad enough as it is. That's the message of Sharon Snow, chief executive of Metropolitan Capital Strategies LLC, a tactical asset management shop that's been sitting in cash...

Landesman sees roller coaster ride ahead

September 28, 2010

The S&P 500 could fall by as much as 8% over the next three weeks, followed by a 22% rally to close out the year, according to Uri Landesman, president of Platinum Partners LP, a $500 million hedge fund shop. “I'm bearish over the next three...

Real estate offers income – plus growth: Prudential's Halle

September 23, 2010

A two-pronged approach to the global real estate market can provide both growth and income in a diversified portfolio, according to Marc Halle, manager of the $425 million Prudential Global Real Estate Fund Ticker:(PURAX). Mr. Halle currently...

There's green to be made in grey areas of Europe: Evermore's Marcus

September 22, 2010

As nervous investors have reduced their exposure to Europe over the past few months, some plays on the continent have become increasingly attractive, according to David Marcus, manager of the Evermore Global Value Fund Ticker:(EVGIX) and Evermore...

Gas sector ‘stinks,’ but rally likely, says Harry Rady

September 20, 2010

The market’s negative sentiment toward the energy sector has created a strong buying opportunity in the natural-gas space, according to Harry Rady, manager of the Rady Contrarian Long/Short Fund Ticker:(RADIX). Mr. Rady, who manages $270 million...

Biotech ‘incredibly compelling,' says Goldman's Gallagher

September 7, 2010

The market is poised for a wave of mergers and acquisitions, according to Sean Gallagher, co-manager of the $6 billion Goldman Sachs Mid Cap Value Fund Ticker:(GCMAX). Mr. Gallagher, who helps manage a total of $10 billion in the bottom-up strategy,...

Got guts? Consider financial stocks, says Innealta’s Buetow

August 30, 2010

The next few rounds of corporate earnings reports are going to create some investment opportunities for anyone with the “guts to take on some risk,” according to Jeff Buetow, chief investment officer at Innealta Capital, a firm with $1.2...

Salopek: Market's ‘like picking buckets of money off the ground’

August 27, 2010

A buildup of free cash flow creates an “extremely compelling” case for small-cap stocks, according to Steve Salopek, manager of the $100 million ING Small Cap Opportunities Fund Ticker:(NSPAX). Mr. Salopek, who manages a total of $600 million...

Stocks look cheap vs. bonds, says Perkins

August 26, 2010

Relative to the low yields of bonds, the stock market is attractively valued, according to Tom Perkins, manager of the $81 million Perkins Large Cap Value Fund Ticker:(JAPIX) and the $12.4 billion Perkins Mid Cap Value Fund Ticker:(JMVAX). “There...

‘Oversold’ market superb for stock pickers, says Needham’s Retzler

August 25, 2010

Lower trading volume during the summer doldrums has contributed to an “oversold” stock market, according to Chris Retzler, manager of the Needham Small Cap Growth Fund Ticker:(NESGX). “Right now with many of the larger investors on vacation,...

Time is right for cyclical stocks, says First American's Chalupnik

August 6, 2010

The carnage wrought by the stock market collapse more than a year ago has left a lot of cyclical-sector stocks still looking like great values, according to David Chalupnik, head of equities at First American Funds, which has $90 billion under...

Market sweet spot? Mid-caps, says Baron Opportunity's Lippert

August 2, 2010

You can always find secular-growth stories and investment opportunities — regardless of the market and economic conditions — according to Mike Lippert, manager of the $200 million Baron Opportunity Fund Ticker:(BIOPX). “There is no slowdown...

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