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Portfolio Manager Perspectives

Displaying 250 results

Topic
  • July 16, 2010

Spooked by spikes? This fund provides buffer against market volatility

Given the recent swings on the stock market, nervous investors might want to consider a fund that dampens volatility. One such fund: the Goldman Sachs Absolute Return Tracker Fund Ticker:(GARTX).

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  • July 16, 2010

Why Exxon is a slick pick: St. James’ Mark

The St. James strategy, which has generated a 10% average annualized return since its 1999 inception, is built on identifying the fair value of less than two dozen stocks.

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Non-agency ARMs good bets right now, says Goldman’s Swell

When Goldman Sachs launched its Strategic Income Fund Ticker:(GSZAX) on June 30, the new offering “filled a missing…

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  • July 6, 2010

Clean energy will deliver the green, says Leuthold’s Kurzman

Sees 20% to 30% returns on clean tech; 'small base' a big plus

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  • June 30, 2010

‘Long only is wrong only,’ says Rick Lake

Volatility has created new opportunities to invest in risk assets “because they've gotten so cheap.”

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  • June 30, 2010

‘Emotional’ market obscuring great stocks, says Goldman’s Barry

Macro events such European debt issues, regulatory rhetoric and high unemployment all create opportunities.

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Winners, losers emerge from health-care Rx

The opportunities to pick winners and losers in the sector are already here, according to Michael Gregory, manager of the Highland Long/Short Healthcare Fund

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How to invest in gold without investing in gold

Companies that mine and produce the precious metal can offer a bigger upside than bullion, says one fund manager

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  • June 21, 2010

Data storage, PC makers hitting good patch, says Henderson’s Warmerdam

Hiatus in IT spending ends, companies look to upgrade network infrastructure; 'valuations look very attractive'

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  • June 21, 2010

Great bet now? Short IPOs, says Direxion’s Schuster

The fund's strategy is designed to be less correlated to the overall equity markets by concentrating on three stages of an IPO.

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  • June 2, 2010

Investors missing out on ‘epic earnings recovery,’ says Putnam’s Thakore

The economy is in a lot better shape than most people think, according to Nick Thakore, manager of the $4 billion Putnam Voyager Fund

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Inflation hedge? Non-correlated investments may fit the bill

Making the case for non-correlated investments is always easier when the market is floundering or choppy, which is why the Virtus Alternative Diversifier Fund Ticker:(PDPAX) should start to attract some attention from investors.

Topic
  • May 30, 2010

Collar Fund’s Schwab uses options to manage risk

The volatility that has crept into the stock market over the past few weeks could turn out to be a selling point for The Collar Fund Ticker:(COLLX), managed by Thomas Schwab.

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Pent-up demand will revive down economy, J.P. Morgan’s Kelly says

The economy may be bad, but David Kelly has had enough of the “Great Recession” talk.

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How to play the new volatility

There's a rollercoaster on Wall Street right now. And it's making retail investors and financial advisers downright queasy. But to one money manager, short-term stock market volatility represents pure opportunity.

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Volatility is threatening recovery, says Wilmington Trust’s Macey

Predicts slow-growth rebound, but double-dip recession a possibility

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Fundamentals about to overtake momentum?

The stock market has evolved into a tug of war between momentum and fundamentals. Which camp is right? Genworth Financial's Christian Hviid believes some investors are ignoring the 'head winds' facing the economy.

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Amid bank carnage, vultures are a good bet, says Burnham’s Schutz

Banks with strong balance sheets are flying lazy circles over weaker rivals. And with 700 banks on the FDIC's worry list, there's plenty of stragglers to go after

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REITs are still a good value, says ING Global’s Ferguson

An upturn is coming in the publicly traded real estate space, and investors need to be nimble to take advantage, says Ritson Ferguson, manager of the $1.9 billion ING Global Real Estate Fund

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Jensen Fund’s Rob McIver: Look for companies with an international presence

Portfolio of just 29 stocks is constructed by screening out any company lacking at least a 10-year record of 15% or more return on equity.