Results for "Portfolio Manager Perspectives"

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No end to dividend bonanza, says Sterne Agee strategist

January 27, 2012

The U.S. economy is showing real signs of strength, yet investors are still too scared to take advantage of it. That's a big mistake, according to T. Jerry Harris, market strategist with Sterne Agee Group LLC. “Since Christmas, the S&P hasn't...

Dividend-centered fund on a run, up 5.5% this year

November 23, 2011

With market jitters up — and yields on traditional income investments down — stock dividends are looking increasingly attractive, according to Jay Wong, co-manager of the Payden Value Leaders Fund Ticker:(PYVLX). “Our objective is to spin...

Yield ahead as dividend-paying companies on the rise

November 3, 2011

In an environment of lower returns both on the fixed- income and equity sides, dividends offer hope and opportunity, according to Ed Perks, manager of the $55 billion Franklin Income Fund Ticker:(FKINX). While the balanced strategy is currently...

Stock funds: Beta blockers calm nerves, boost returns

October 3, 2011

Avoiding market beta might be one of the surest ways to dampen portfolio volatility, but investors should be mindful of tradeoffs such as missing out on major market rallies. Over the long haul, however, a heavier allocation to low-beta defensive...

It's oil that glitters, not gold, says fund manager

September 21, 2011

Market volatility and continuing macroeconomic threats are not good reasons to move out of stocks — particularly energy stocks — according to Stephen Rogers, manager of the California Investment Equity Income Fund Ticker:(EQTIX). “U.S....

Fund's long/short strategy efficacious as beta blocker

August 3, 2011

There's no time like the present for a hedged approach to the equity markets, according to Robert Worthington, who oversees management of the $300 million Hatteras Alpha Hedged Strategies Fund Ticker:(ALPHX). “Right now the economic environment...

Scruggs' fund does well when investors are flat-out spooked

June 16, 2011

For some bottom-up stock pickers, the recent market volatility has been akin to an investment sweet spot, according to Steve Scruggs, manager of the Queens Road Small Cap Value Fund Ticker:(QRSVX). “We find that when the markets are pricing...

Time to brace for big market swings?

May 25, 2011

The most surprising thing about the recent stock market volatility is that we haven’t seen more of it, according to Bradley Hinton, manager of the $770 million Weitz Partners Value Fund Ticker:(WPVLX). “We’ve been surprised by the general...

Green acres best bet for making green, Yale's Shiller says

May 16, 2011

With the exception of farmland, investors should keep their expectations for investment returns low for at least the next 10 years, according to Robert Shiller, an economics professor at Yale University. Speaking during an opening session of...

No time to get defensive with investments, says this fund manager

April 29, 2011

Despite a number of challenges facing both the economy and the equity markets, this is not the time for defensive investing, according to Mark Schultz, manager of the $245 million MTB Mid-Cap Growth Fund Ticker:(AMCRX). “Our reading of the...

Floating-rate funds taking off

April 13, 2011

Goldman Sachs Assets Management LP has become the latest fund manager to jump into the increasingly popular bank loan mutual fund space. The Goldman Sachs High Yield Floating Rate Fund Ticker:(GFRAX), which launched on March 31, represents the...

Ex-Fairholme managers launch fund

April 13, 2011

As promised and ahead of schedule, veteran money managers Larry Pitkowsky and Keith Trauner have launched the first mutual fund from their new firm, Goodhaven Capital Management LLC. The co-managing partners and co-portfolio managers rolled...

Energy sector to stay white-hot?

January 21, 2011

The trend is your friend in the energy sector, where the rising price of oil appears to be laying the foundation for a prolonged investment opportunity. According to the latest research from Standard & Poor’s Financial Services LLC, oil prices...

Absolute-return strategy absolutely working for this fund manager

January 13, 2011

As the Russell 2000 Index inches ever closer to its July 2007 peak of 855, small-cap portfolio manager Eric Cinnamond is protecting his absolute return strategy with a whopping 35% allocation to cash. “In order to out-perform over the long-term...

Euro debt crisis has hatched new buying opportunities: Payden’s Ceva

December 2, 2010

The current turmoil surrounding European sovereign debt is part of a new cycle that investors will have to learn to navigate, according to Kristin Ceva, manager of the $680 million Payden Emerging Markets Bond Fund Ticker:(PYEMX). “We’ll...

Wedgewood’s Rolfe: Fishing in ‘unloved pond of inefficiently priced stocks’

October 25, 2010

Gaps in the efficient markets theory create plenty of investing opportunities — even in some of the world’s largest companies, according to David Rolfe, chief investment officer at Wedgewood Partners Inc., which has $775 million under management....

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...

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...

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...

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