Results for "Portfolio Manager Perspectives"

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‘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...

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...

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...

What’s the ‘Brazil of Asia’ – and why is Art Steinmetz so bullish on it?

August 1, 2010

The general strength of emerging-markets economies — coupled with backsliding by the developed markets — has created appealing investment opportunities in the global fixed-income space, according to Art Steinmetz, chief investment officer...

Non-agency ARMs good bets right now, says Goldman's Swell

July 16, 2010

When Goldman Sachs launched its Strategic Income Fund Ticker:(GSZAX) on June 30, the new offering “filled a missing piece of our fixed-income lineup,” portfolio manager Michael Swell said. The fund is being benchmarked to the market-based...

Winners, losers emerge from health-care Rx

May 17, 2010

Health care reform is a long way from completion, but the opportunities to pick winners and losers in the sector are already here, according to Michael Gregory, manager of the Highland Long/Short Healthcare Fund Ticker:(HHCCX). “The health...

Volatility is threatening recovery, says Wilmington Trust's Macey

May 13, 2010

The already fragile economic recovery in the United States has become even more so since the sudden spike in market volatility, according to Rex Macey, chief investment officer at Wilmington Trust Corp. “We saw some fairly good economic reports...

Landesman on financial reform: Would you hurry it up, please?

April 29, 2010

The best thing about Congress' efforts to push through comprehensive financial reform? Eventually, it will be over, and the markets can adjust accordingly, said Uri Landesman, president of Platinum Partners LP, a $500 million hedge fund shop....

Schneider surprise: Homebuilders, carmakers could be good bets

April 23, 2010

Banks, homebuilders and automakers all look like opportunities to John Schneider, president and chief investment officer of JS Asset Management LLC. “Deep value is what we do, and historically, now is a good time for this kind of strategy,”...

Newest Evermore funds take unusual investment tack

April 20, 2010

If gaining exposure to anything, anywhere in the world, strikes you as a sound investment model, you might want to take a look at brand-new offerings from Evermore Global Advisors LLC. The funds, Evermore Global Value Ticker:(EVGIX) and Evermore...

Easy pickings long gone for contrarian investors

March 19, 2010

The homework assignments are getting more difficult for contrarian value investor Karen Grimes, who manages the $400 million Hartford Value Fund Ticker:(HVFAX). That doesn't mean that she isn't still able to find interesting investment opportunities,...

W.P. Stewart's Tierney: It's a stock picker's market

February 1, 2010

The best investment opportunities are likely to be found in defensive growth stocks, according to Jim Tierney, portfolio manager and analyst with W.P. Stewart & Co. Ltd. Mr. Tierney, whose firm manages $1.6 billion, said that in this environment,...

RiverNorth Capital's Patrick Galley: Secured bank loan assets still look good

January 22, 2010

A 48% allocation to equities reflects a cautious outlook for the stock market by Patrick Galley, manager of the RiverNorth Core Opportunity Fund (RNCOX). “We believe equities are relatively fairly valued right now,” he said. “But we still...

Foreign small-caps still selling at a big discount

December 11, 2009

The rally in international small-cap stocks is far from over, according to Edwin Lugo, manager of the Franklin International Small Cap Growth Fund (FKSCX). Mr. Lugo, whose fund gained 52% this year through November, believes that the stock-picking...

Advanced Equities CIO: Investors must now think outside the box with commodities

October 28, 2009

Growing demand for commodities in emerging and developing markets requires a new way of analyzing commodity investment strategies, according to Thomas Samuelson, chief investment officer at Advanced Equities Asset Management. Mr. Samuelson,...

Evergreen's Margie Patel: Why equities are still the better bet

October 26, 2009

Even though equities are already riding the stock market's rally since March, they're still too attractive to ignore, according to Margie Patel, who manages nearly $1 billion in two balanced funds for Evergreen Investments. By overseeing both...

Genworth CIO Tim Knepp: If you're looking for stability, infrastructure is the answer

October 22, 2009

Global infrastructure investments could represent an opportunity at this stage of the stock market rally, according to Tim Knepp, chief investment officer of Genworth Financial Asset Management Inc., which has $7 billion under management. “If...

Kyle Weaver of Fidelity pursues deep value in secular themes

May 13, 2019

Kyle Weaver doesn't describe his investing style as aggressive, but he does adhere strictly to a three- to seven-year time horizon when picking stocks for the more than $6 billion he manages across three portfolios at Fidelity Investments. Mr....

BDC fund offers IPO investors a way to jump the queue

November 6, 2012

The initial public offering market has slowed considerably over the past few years, but that doesn't mean there are no good opportunities for patient investors. That is the general mindset that financial advisers and investors should embrace...

Investing according to GARP: Seeking companies creating dynamic change or disruption

October 12, 2012

With the global economy in a period of long-term slow growth, it is important to focus on good companies with a small share of a much larger market, according to Jeff Coons, president and co-director of research at Manning & Napier Inc. “You...

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