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Portfolio Manager Perspectives

Displaying 250 results

Topic

Remarkable returns, low volatility? You’ll be surprised where

Africa Composite Index generated 17% annual return over past decade, with fewer market gyrations than U.S.; the next Asia?

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New retail hedge fund keeps strategy, ditches liquidity concerns

New mutual fund RiverPark Long/Short Opportunity Fund launched March 30 and has gained 21.3% so far this year

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Cheap natural gas has these stocks burning it up

Falling prices a boon to companies that convert engines to run off the cheaper fuel, says portfolio manager

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  • News
  • April 19, 2012

Natural resources a natural selection for investors

Evolving world has fewer raw materials, but more demand; time to pounce, fund manager says

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Who knew you could make money investing in corporate events?

Binary strategy tied to company happenings more predictable than macroeconomic plays; bit of brilliance?

Topic
  • March 23, 2012

Bargain pricing has these two companies on Wilmington growth fund’s ‘buy’ list

Mark Schultz, manager of the Wilmington Mid Cap Growth Fund, goes back to the basic with these two stocks.

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‘Buy American’ not the hottest investment strategy: Franklin PM

Home country bias may be comforting, but it will make you poorer, says Rostom

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  • March 15, 2012

These two alternatives funds come with beta blockers

New offerings from Stadion aim to generate equity-like returns with fixed-income-like volatility

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Rising dividends will see investors bail from bonds: Henderson Global manager

Income-seeking investors should take solace in a trend toward rising dividend payouts in 2012, according to Alex Crooke, manager of the $1.2 billion Henderson Global Equity Income Fund.

Topic
  • February 15, 2012

This fund’s dividend hunting ground is the Russell 3000

Smaller but equally attractive dividend payers, often offering the additional boost of faster capital appreciation, can be found in the Russell 3000, said Paul Hogan, co-manager of the $175 million FAM Equity Income Fund.

Topic
  • February 7, 2012

Focus portfolios in the middle of the investment risk spectrum

U.S. economic engine is humming, but sustainability is still in question; investors can find the most attractive risk-reward opportunities in the center of the risk spectrum, and gain protection in high quality and/or dividend growth equities.

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Historic dividend yields have this fund manager singing equities’ praises

Scott Schermerhorn, chief investment officer at Granite Investment Advisors, is so enamored with stock valuations in relation to the strength and direction of dividends that he believes portfolios should be tilted strongly in favor of stocks over bonds.

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In hunt for dividends, small-caps offer big surprise

Plenty of less sizable businesses make substantial payouts to shareholders, says Heartland fund manager

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  • January 26, 2012

No end to dividend bonanza, says Sterne Agee strategist

Cautious investors missing out on solid returns, says Harris; corporate cash 'will continue to pile up'

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‘Hedge fund surrogate’ generating returns of 7%-9%

The Innovator Matrix Income Fund utilizes eight categories of pass-throughs to generate a return of 7%-9%.

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Buying bonds for safety is a losing strategy: Ave Maria manager

Buying bonds for safety, when so many stocks are yielding such attractive dividends, is a losing strategy: Ave Maria manager.

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Tom Forester: Finding value in playing defense

The uncertainty in Europe has pushed the Forester Value Fund Ticker:(FVALX) into a defensive mode, but that's far from sitting on the sidelines, according to Tom Forester.

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Clients feeling sick, but volatility ‘the friend’ of longterm investors: FBR fund manager

Rainey sees big gains to be made off market gyrations, overreactions

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Supplies of natural gas bloated, but natural gas stocks still rising

Index up 6.3% this year, far outstripping S&P 500; 'sweet spot'

Topic

This fund seeks to keep commodities from marching with equities

Launched in December, the Equinox Commodity Strategy Fund separates a universe of 22 commodities into three categories and then uses quantitative formulas to hedge long exposure with short positions.