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Portfolio Manager Perspectives

Displaying 250 results

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Everybody out of the mortgage pool? That’s a mistake, says ING fund manager

Government-backed mortgages could be the next best alternative to cash, according Jeff Dutra, manager of the $830 million ING GNMA Income Fund.

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

Payden Value Leaders rejiggered, now zeroing in on large caps with hefty payouts; it's working, too

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Want to keep clients in the market? Look to smooth out the ride

Lower volatility can keep investors from heading for the hills, says Turner's Glaser

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Stock funds: Beta blockers calm nerves, boost returns

Rate of return to recoup loss greater than the loss itself

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  • October 13, 2011

This tech fund beats benchmarks by avoiding ‘bleeding edge’ stocks

Looking beyond the technology-centric U.S. market is key to building a solidly diversified portfolio of tech stocks, according to Ian Warmerdam, manager of the $300 million Henderson Global Technology Fund.

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Corporate stash of cash is paying dividends for this fund

The nearly two-year trend of companies' hoarding cash due to economic uncertainty plays right into the hand of the $560 million JPMorgan Equity Income Select Fund.

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

Rogers says investors should jump on stocks, particularly those in the energy sector; bullion lacks 'any real yield or value'

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Now is not the time to be stock-shy: Cetera strategist

Today’s weak jobs report notwithstanding, the economy has moved past last month’s “soft patch” and there are reasons…

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Apocalypse Not: Muni manager sees buying opportunity, not end of days

Pioneer muni fund sees increased interest, nice yields as angst subsides

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  • September 27, 2011

Yield ahead as dividend-paying companies on the rise

In season of giving, Franklin's Perks says cash-rich businesses are giving back to shareholders

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Quality, cash keep this tech fund on solid ground

Even in the rocky world of technology investing, the debt ceiling debate has been an eye-opening experience.

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Performance of REITs back on the beam

Real estate trusts throwing off 4.5% return; no ceiling in sight for apartments as homeownership dwindles

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Emerging idea: A new twist on managing volatility overseas

A new exchange-traded fund from Emerging Global Advisors is putting the emerging back into emerging-markets exposure, and it shows.

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  • August 16, 2011

Stock swoon: A ‘selective’ buying opportunity?

The stock market's slide in the last two weeks is being embraced as a “selective” buying opportunity by Melissa Chadwick-Dunn, part of the four-person team managing the RS Small Cap Growth Fund Ticker:(RSEGX).

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Fund’s long/short strategy efficacious as beta blocker

Hatteras fund is smoothing out jags in the market; outperforming S&P 500 and benchmark

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A different approach to value investing

Looking well past the current headlines coming out of Washington helps provide a certain level of calm to Randy Dishmon, manager of the Oppenheimber Global Value Fund Ticker:(GLVAX).

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  • August 16, 2011

Finding ‘unloved’ opportunities in a uncertain market

With the dark cloud of economic uncertainty hanging over Washington, one could make a solid case for the Advisory Research International Small Cap Value Fund Ticker:(ADVIX), which limits exposure to the U.S. dollar by investing primarily on foreign exchanges.

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‘Income’ no longer a ‘dirty word,’ says dividend fund manager

'Income' is no longer a 'dirty word,' says Richard Platte, manager of the Ave Maria Rising Dividend Fund.

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

Famed Yale economist Robert Shiller isn't exactly bullish on most asset classes for the next decade. The only investment he likes? Green acres.

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  • August 4, 2011

The ‘perfect time’ for a covered-call strategy? One PM thinks so

Van Hulzen Asset Management's new Iron Horse Fund will follow an options strategy that the $250 million shop has been applying in separate accounts for nearly a decade.