Results for "Portfolio Manager Perspectives"

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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...

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...

Data storage, PC makers hitting good patch, says Henderson's Warmerdam

June 1, 2010

Corporate technology upgrades will provide a big boost to parts of the IT sector for the next two to four years, according to Ian Warmerdam, manager of the $190 million Henderson Global Technology Fund Ticker:(HFGAX). The enterprise infrastructure...

How to invest in gold without investing in gold

May 17, 2010

Getting the most out of the rally in gold requires looking beyond the precious metal to the miners, explorers and production companies, according to portfolio manager Robert Cohen. “We still see gold as not being in a bubble,” said Mr. Cohen,...

Fundamentals about to overtake momentum?

May 13, 2010

The stock market has evolved into a tug of war between momentum and fundamentals, according to Christian Hviid, chief market strategist of Genworth Financial Asset Management. “For the time being, momentum has been winning the battle, but...

Floating-rate-loan funds should soar when interest rates do

April 16, 2010

When interest rates start rising the advantage will likely go to portfolios such as the $1.2 billion ING Senior Income Fund Ticker:(XSIAX), which is virtually 100% invested in floating-rate bank loans. The portfolio of mostly first-lien bank...

Emerging markets headed for a slowdown?

April 2, 2010

Emerging-markets investors should stay the course — but buckle up for a bumpy ride. That's the opinion of John Chisholm, chief investment officer at Acadian Asset Management LLC. “It's definitely a volatile area and we suggest investors...

Harry Rady on short-sale targets: 'Like shooting fish in a barrel'

January 20, 2010

Finding stocks to sell short is like “shooting fish in a barrel,” according to Harry Rady, chief executive and portfolio manager at Rady Asset Management LLC. Mr. Rady, who manages $250 million in long-short strategies in both mutual funds...

Marketfield's Michael Aronstein: More bounce for U.S. stocks

January 17, 2010

Strong domestic earnings over the next few quarters will add fuel to the charging U.S. equity market, said Michael Aronstein, manager of the Marketfield Fund (MFLDX). “I think the big surprise to people will be corporate earnings during the...

Small-cap value ready to soar, says Elessar Investment's Giesen

January 6, 2010

The outlook is bright for small-cap-value stocks during this “late phase of the market expansion,” according to Rick Giesen, chief investment officer at Elessar Investment Management LLC. Mr. Giesen, a bottom-up stock picker, compared the...

Don't fight the Fed, says CLS's Guenther

November 19, 2009

The top-down investment strategy continues to be “don't fight the Fed,” according to Dennis Guenther, who manages a total of $2 billion for CLS Investments LLC. “The markets remain in somewhat of a sweet spot, benefiting from both monetary...

Investors' psyches will be ‘wild card' determining market rally or retreat

October 16, 2009

The illogical nature of investor psychology could fuel the next stage of the stock market rally, potentially pushing prices beyond fair-value range, according to Patrick Galley, manager of the RiverNorth Core Opportunity Fund (RNCOX). “While...

ING's Uri Landesman, manager of $1.7B, sees some “surprises” on the horizon

October 13, 2009

As third-quarter corporate earnings reports start rolling out over the next few weeks, Wall Street will be paying particular attention to top-line revenue growth, according to Uri Landesman, head of global growth at ING Investment Management...

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...

With global wealth shift, 'there's always a bull market somewhere'

August 7, 2012

When you manage an international equity strategy, it helps to believe, as Sammy Simnegar does, that "there's always a bull market somewhere — you just have to find it." As manager of the $850 million Fidelity International Capital Appreciation...

Want to keep clients in the market? Look to smooth out the ride

November 1, 2011

In uncertain times, a smooth ride is sometimes the best way to keep investors from heading for the sidelines, according to Matthew Glaser, manager of the $590 million Turner Spectrum Investment Fund Ticker:(TSPCX). “Investment decision making...

Volatile market? Spread your bets, says JPMorgan fund manager

June 22, 2011

When the markets get rocky, it's sometimes best to place smaller bets across more stocks, according to Giri Devulapally, manager of the JPMorgan Large Cap Growth Select Fund Ticker:(SEEGX). Mr. Devulapally strives to keep the $1.8 billion fund...

Quant turned $100K into $220M fund

March 2, 2011

If ever there was a case for sticking with a strategy, it can be found in the aptly named, $220 million Auer Growth Fund Ticker:(AUERX). Although launched as an open-end mutual fund just three years ago, the fund's straightforward, quantitative...

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)....

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