…double-dip recession, and that they have the wind at their backs heading into 2010. “What you have here is a situation where you have low inflation, and an opportunity for…
Search Results for: low-volatility funds
Cohen, Doll & Bogle Weigh In
…(Blackrock Chief Investment Officer for Global Equities): Doll says cyclical positives (low inventories, low interest rates) have been edging out structural concerns in the market. Next year, he thinks growth…
Nygren: Values Are "All Over the Place"
Bill Nygren, whose three Oakmark funds have excelled in 2009 and have strong long-term track records, remains bullish as we head into 2010. Nygren tells CNBC that he’s “very positive”…
Market-Beating Manager Shifts to "High-Quality"
…Osterweis fund has beaten the S&P 500 by fairly wide margins over the past 1, 3, 5, and 10 years, is shifting his portfolio toward “mid-to-large sized companies with low…
Grantham: "Almost a Certain Bet" that Blue Chips Will Outperform
…the March lows, Ford Equity says the lowest quintile in the market based on market cap have beaten the largest quintile by 72 percentage points. “By contrast, in the first…
Inside Rodriguez's Approach
…past 25 years ranks #1 among diversified U.S. equity funds (according to Morningstar). Among the key parts of Rodriguez’s strategy, writes Bloomberg’s Charles Stein: He focuses on two or three…
Tilson & Heins: Healthcare Fears Overdone
…sector trades at just 12 times earnings, or 36% below the P/E of the S&P 500 (historically, such high-quality businesses have commanded higher P/Es than the index),” Tilson and Heins…
Hussman: 80% Chance of 2010 Plunge
John Hussman, whose funds have some of the better long-term track records in the industry despite missing out on much of the ’09 rally, says he sees an 80% chance…
Birinyi Sees Dow 11,000 by Year-End -- But Warns on Emerging Stocks
…in and day out, I think it’s probably not the best place to go.” Birinyi says two factors drive emerging markets: flow of funds, and commodities. And, he says, he’s…
Muhlenkamp High on Healthcare, Tech Stocks
Ron Muhlenkamp, whose fund has bounced back strong this year after a rough stretch and has now beaten 90% of funds in its class in the past decade, is high…