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Portfolio Manager Perspectives

Displaying 250 results

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Debt drama obscuring great plays in the stock market: Hartford’s Carmen

HMOs, even Apple undervalued, fund manager says; mess in Washington will get straightened out

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Short-term junk ideal for navigating long-term risk: RiverPark’s Sherman

Fund manager generating solid returns with minimal exposure to interest rate risk; plenty of turnover

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  • July 15, 2011

Catholic values-based fund eyeing financial stocks, telecoms

The global markets are flush with opportunities that have been screened for Catholic values, according to Greg Heilman, manager of the new Ave Maria World Equity Fund Ticker:(AVEWX).

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Emerging markets emerging as hot real estate play

Rise of middle class giving rise to property boom, says Cohen & Steers portfolio manager; Brazil tops the list

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Quant turned $100K into $220M fund

Auer Growth Fund has registered just three negative years in past two decades; 'very volatile process'

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Volatile market? Spread your bets, says JPMorgan fund manager

Devulapally advises putting less in more holdings

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  • June 27, 2011

Market skid just a ‘speed bump,’ Astor’s Stein says

Long/short ETF manager likes tech, energy and financial companies

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Nothing middling about performance of this midcap fund

Calvert Capital Accumulation Fund off to a good start this year

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Leaving the herd allowed this fund to exploit rallies

A willingness to separate from the pack is key to successful global equity investing, according to David Fingold, manager of the Dynamic Discovery Fund.

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Floating-rate funds taking off

Investors piling into bank loan mutual funds; inflation protection the lure

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

Queens Road Small Cap Value Fund shines during turbulent markets; sitting on plenty of cash right now

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Time to brace for big market swings?

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).

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Big gains to be made off small-cap financial stocks

Winners emerging amid the extended housing slump, says fund manager David Ellison; companies taking share 'from the guys that screwed it up'

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Intrepid’s Travis likes safe, boring investments in 2011

J&J, Microsoft two solid bets, says fund manager ; 'you have to be very careful in this environment'

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

MTB's Schultz likes energy stocks, not so hot on consumer staple sector

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Oil rocketing Russia to top of fund manager’s picks

Milev says rise in price of crude boosting country to No. 1 choice among emerging European markets

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Portfolio manager is long optimism with equity fund

Dale Harvey of Poplar Forest Partners prefers cheap and out-of-favor stocks

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Real estate momentum building, analyst says

Yablon sees fundamental recovery in property markets around the world

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Post-stimulus, mid-caps won’t be half bad

When the federal government starts weaning the economy off the various stimulus programs put in place after the financial crisis, one fund manager believes high-quality growth stocks once again will start leading the market.

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  • March 10, 2011

Why mid-caps deserve some love, too

Plenty of gems among these mostly under-appreciated stocks, says Scout's Dunkerley