Results for "Portfolio Manager Perspectives"

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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...

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...

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...

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...

Pent-up demand will revive down economy, J.P. Morgan's Kelly says

May 23, 2010

The economy may be bad, but David Kelly has had enough of the “Great Recession” talk. “This is nothing like the Great Depression,” the chief market strategist for J.P. Morgan Asset Management said in a presentation last Monday. “It's...

Eric Newman: "We only want to offer our best stuff'

January 17, 2010

After more than five years of solid performance, including a run last year that saw assets more than double to nearly $1 billion, the TFS Market Neutral Fund (TFSMX) is introducing a “hard close” and will stop taking investments Friday....

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...

Why mid-caps deserve some love, too

March 7, 2011

As long as investors continue to overlook mid-cap stocks, portfolio managers like Pat Dunkerley will continue to enjoy a particular advantage. “Mid-cap stocks tend to be neglected by investors, and portfolio managers tend to sell them too...

U.S. recovery could be rocking the global boat, El-Erian says

February 18, 2011

As turmoil spreads through parts of the Middle East, it is logical that the U.S. economy and stock market can continue, at least for now, on its own “separate course of recovery,” said Mohamed El-Erian, chief executive and co-chief investment...

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....

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...

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)....

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...

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...

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...

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,...

Inflation hedge? Non-correlated investments may fit the bill

June 4, 2010

Making the case for non-correlated investments is always easier when the market is floundering or choppy, which is why the Virtus Alternative Diversifier Fund Ticker:(PDPAX) should start to attract some attention from investors. But looking...

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