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Portfolio Manager Perspectives

Displaying 250 results

Topic
  • November 12, 2012

One way to find value: Buy the ugly ducklings

Portfolio manager Kent Croft looks past negative noise to concentrate on finding out-of-favor stocks

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  • November 12, 2012

Son of Buffett: Five-star fund follows the Oracle’s lead

Cook & Bynum mimic value style of Berkshire boss; few stocks make the cut

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Suddenly, scores of emerging-market funds are emerging

Calvert latest to launch cross-border offering; 547 funds available — and counting

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

In a slow-growth economy, investors should look at good companies with small share of large markets

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  • October 26, 2012

Low volatility on a high-yield bond fund? Swaps are the secret sauce

CDSs have helped Iron Strategic Income Fund steel itself against market gyrations

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Infrastructure funds provide shelter against inflation: Cohen & Steers

As prices go up, so do cash flows from investments; 'lot of money to be spent in this space'

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  • September 30, 2012

Why Stanley Crouch is playing defense

As market watchers debate whether it is too late to catch a piece of the current rally, Stanley…

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Junk bin looking mighty attractive right now

Speculative-grade debt now seen as an alternative to equities, says JPMorgan's Shanahan; balance sheets 'in pretty good order'

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  • September 5, 2012

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

Fidelity's Simnegar sees huge investment opportunities in decline of developed markets, rise of emerging ones

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With low interest rates, high yield the real deal: Brendan Clark

Well-known PM managing to generate reasonable returns by betting on riskier credits; 'opportunistic approach'

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  • August 26, 2012

High yield is the real deal, Clark says

Brendan Clark, president of Clark Capital Management Group, has been using exchange-traded funds to take advantage of what…

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  • August 20, 2012

Now’s the time to place your chips on chips: Hogan

Cyclical semiconductor industry on the cusp of a rebound, says PM; dividends an added draw

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  • August 13, 2012

Diversified alpha bets? This alt fund’s got them

While any fund dubbed “absolute return” is automatically setting the bar way too high, the Causeway Global Absolute Return Fund deserves some credit for making every effort to remove market beta, which theoretically would leave investors with alpha, or absolute returns.

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Large-caps lap Treasuries

Dividends typically pay twice as much as Uncle Sam's paper; P/E ratio on some blue chips as low as 11-to-1

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This fund seeks out innovation in companies large and small

By focusing on the characteristics of business innovation without regard for market capitalization, industry or geographic location, the Alpine Innovators Fund has developed a pattern of often moving independent from the overall market

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For inflation protection, this JPMorgan fund doesn’t allocate only to TIPS

A third of this JPMorgan fund is invested in real estate investment trusts, commodities and inflation-sensitive equities, including metals, mining and infrastructure.

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  • July 15, 2012

Junk bin looking mighty attractive right now

With yields now hovering at more than 6.5 percentage points over comparable Treasury bonds, it would be foolish…

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Why investors should be into Africa

Ignored by most, the huge continent offers remarkable rewards for intrepid investors. At the top of the list: excellent growth prospects and unbeatable diversification.

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Still big upside for small-caps, says fund manager

FAM's Robert says plenty of value left in asset class; his small-cap fund invests only in a small number of companies

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This small-cap fund divides to conquer

RS growth fund splits investments between companies that are promising, developing and proven; fund up 7.4% this year