Barry Ritholtz of FusionIQ and The Big Picture blog says September will be a “make or break” month for the cyclical bull market. Ritholtz tells Bloomberg’s “Surveillance” that he is…
Category: Fund Performance
Little-Known Manager, Huge Returns
A recent article in Investment News highlights a mutual fund manager you probably don’t know — but you should. The manager, James Wang of the Oceanstone Fund, has returned 41%…
Top Small-Cap Manager Plays It Safe
Small-cap growth is an area of the stock market that would seem to imply frequent trading and extra risk. But Jeff Cardon, whose Wasatch Small Cap Growth Fund has been…
Top Fund Managers Looking to Bounce Back
Many fund managers with strong long-term track records have been hit hard during the market’s late summer/early fall tumble. But, according to Barron’s, that makes several of those funds attractive…
Top Fund Manager Putting Cash To Work
Steven Romick, who has been one of the U.S.’s top mutual fund managers for over a decade, says he’s tilting his portfolio toward larger firms with international, non-dollar exposure. Romick…
Swensen on the Dangers of Mutual Funds
Yale endowment manager David Swensen has produced exceptional long-term returns over the long haul. And in a recent op-ed for The New York Times, he takes aim at some of…
Bolton Remains Confident in China
While his China-focused fund has struggled in its first year, top U.K. fund manager Anthony Bolton says he’s sticking to his general approach — with some modifications — and continues…
Greenblatt on Why Fund Managers Fail
In an article for RegisteredRep.com, hedge fund guru Joel Greenblatt takes a look at why so many mutual funds fail to beat the market averages over the long haul, and…
Top Managers Shun Bank Stocks
While it’s now more than two-and-a-half years since the collapse of Lehman Brothers and the worst of the financial crisis, several top investors are still avoiding bank stocks. “We find…
#1 Fund Manager Profits from Debt
While debt can be a dangerous thing, Fidelity’s Thomas Soviero — who recently supplanted Ken Heebner as the top-performing fund manager of the past decade — says it can also…