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Portfolio Manager Perspectives

Displaying 250 results

Topic

Porter on gold: Too late to buy, too soon to sell

It may too late to jump on the gold bandwagon, but it's also too early to bail out of the precious metal, according to Jim Porter, manager of the Aston/New Century Absolute Return Fund Ticker:(ANENX).

Topic
  • November 29, 2010

Lesser-known fund generating big returns, little volatility

Covered call options the key to success of Neiman Large Cap Value Fund

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  • November 19, 2010

Aston/Montag & Caldwell’s Thompson high on high-quality stocks

The next stage of the market rally will likely favor high-quality stocks, according to Scott Thompson, manager of the Aston/Montag & Caldwell Mid Cap Growth Fund Ticker:(AMCMX).

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Semiconductor sector set to surge, says WealthBuilder’s boss

Schreiber sees big overlay in undervalued chip-makers

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  • November 2, 2010

S&P 500’s fair value in 2011? 1,000, says Innealta’s Buetow

CIO trimming exposure to risky assets like equities and gold; 'Fed doesn't have a clue'

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Gold fever won’t break anytime soon, says fund manager

Team Asset Strategy's Dailey says falling currencies will continue to boost price of precious metal

Topic
  • October 25, 2010

Health care, tech among best small-cap bets, says Goldman’s Rabinowitz

Health care, technology and consumer discretionary stocks are producing some of the best investment opportunities in the small- and mid-cap space, according to Jeff Rabinowitz, manager of the $680 million Goldman Sachs Small/Mid Cap Growth Fund Ticker:(GSMAX).

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Goldman’s Rabinowitz: Health care, technology among best small-cap bets

Health care, technology and consumer discretionary stocks are producing some of the best investment opportunities in the small- and mid-capitalization areas, according to Jeff Rabinowitz, manager of the $680 million Goldman Sachs Small/Mid Cap Growth Fund (GSMAX)

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  • October 21, 2010

Wedgewood’s Rolfe: Fishing in ‘unloved pond of inefficiently priced stocks’

Gaps in the efficient markets theory create plenty of investing opportunities — even in some of the world's largest companies, according to David Rolfe, chief investment officer at Wedgewood Partners Inc., which has $775 million under management.

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Landesman sees roller coaster ride ahead

The S&P 500 could fall by as much as 8% over the next three weeks, followed by a 22% rally to close out the year, according to Uri Landesman, president of Platinum Partners LP, a $500 million hedge fund shop.

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Sweet spot for dividends? Don’t ignore mid-caps

Cash-rich companies will keep paying dividends for several years, says AAM's Mike Boyle

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Don’t discount discount retailers: Chuck Akre

TJX and Dollar Tree are among fund managers' top holdings; 'strong companies'

Topic
  • October 18, 2010

Going global? Try U.S. stocks, says FPA Perennial’s Ende

Investors looking for more exposure to global markets can increasingly look to U.S. stocks, according to Eric Ende, manager of the FPA Perennial Fund Ticker:(FPPFX).

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Managed-futures funds shorting U.S. dollar, bullish on precious metals: Equinox’s Bornhoft

Shorting the U.S. dollar and going long on certain precious and industrial metals are two ways managed-futures funds are providing non-correlated market exposure, according to Richard Bornhoft, chief investment officer of Equinox Fund Management LLC.

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Stay on the sidelines, says Metropolitan Capital’s Snow

Stop worrying about a double-dip recession — the current economy is bad enough as it is.

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Real estate offers income – plus growth: Prudential’s Halle

A two-pronged approach to the global real estate market can provide both growth and income in a diversified portfolio, according to Marc Halle, manager of the $425 million Prudential Global Real Estate Fund

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Time’s right for riskier global bonds, says Hartford’s Portera

Strong global economic growth "is usually a good recipe for riskier assets."

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Landesman on financial reform: Would you hurry it up, please?

Platinum Partners president just wants the debate to be over so markets can adjust; not 'that big a deal'

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Schneider surprise: Homebuilders, carmakers could be good bets

Don't look now, but these hammered industries may be headed for a rebound, according to the the famed value investor

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Newest Evermore funds take unusual investment tack

Brand-new offerings from Evermore Global Advisors LLC went live in January and hit the major distribution platforms a month ago. Both take a different approach to mutual fund investing.