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Portfolio Manager Perspectives

Displaying 250 results

Topic

Looking under the hood of an ESG-focused high-yield bond fund

Portfolio manager Tim Leary admits it isn't always easy being green

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Uncovering yield in emerging markets not for the faint of heart

Katherine Renfrew talks about balancing risk and reward while going off the beaten path.

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Uncovering yield in emerging markets not for the faint of heart

Katherine Renfrew talks about balancing risk and reward while going off the beaten path.

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  • August 7, 2019

Veteran small-cap manager navigates market cycles with a basic philosophy

Robert Bergson of Northern Trust Asset Management embraces bottom-up stock picking and usually beats his peers.

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  • News
  • June 20, 2019

Weatherbie team turns Alger fund into a top performer

Portfolio manager Joshua Bennett tells InvestmentNews how the 'Weatherbie 50' helped the Alger SMid Cap Focus Fund find its groove.

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  • May 13, 2019

Kyle Weaver of Fidelity pursues deep value in secular themes

High-performing growth fund includes pre-IPO Juul among its top holdings.

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  • News
  • April 24, 2019

American Funds veteran sees bright future for defensive active management

Joyce Gordon reflects on how she became a conservative portfolio manager.

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  • December 11, 2013

Not too late to hop on stocks, says RidgeWorth’s Sansoterra

Plenty of legs left in equity rally; companies flush with cash

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BDC fund offers IPO investors a way to jump the queue

Keating Capital funnels money into companies before they go public; waiting for the dough

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New covered-call fund from M.D. Sass hedges stock and bond markets

Offering uses strategy modeled after existing SMA; alternative to long-short equity investing

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Manager plots strategy for the onset of inflation

Years of quantitative easing will have an effect; many prices already rising.

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  • March 20, 2013

Fund manager waves the red, white and blue

William Smead calls the U.S. 'a paradise for investors'

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New Goldman fund overweights emerging-markets debt

Managers can adjust on the fly, use currencies to capture alpha.

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  • February 12, 2013

A fourth asset class? Investors are piling in

Hedged-equity funds offer downside protection — and some upside

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Get rid of the muni tax break? Then get ready for higher property taxes

Knock-on effect of hiked borrowing costs would force municipalities to raise other levies; robbing Peter

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Why all the fear about the stock market?

Portfolio manager says advisers ready for a wake-up call on new approach to risk.

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Bond fund to pour $100M into post-Sandy rebuild

Community Capital Management expects solid returns as ravaged Northeast communities return

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  • December 3, 2012

Shift to alts: Fund offers wealthy clients easy access to hedgies

Private Advisors Alternative Strategies Master Fund invests directly in dozens of hedge funds

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Giving up possible upside but getting more-predictable income

The latest offering from RiverNorth Capital Management LLC will give up some of the market’s potential upside in…

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Better return with less risk? Dividend-paying small-caps pay off

About 900 companies to choose from; nearly 11% annualized return