While many investors are fleeing the continent, some top fund managers are finding value in Europe. At the 2012 Morningstar Investment Conference, Longleaf Partners’ O. Mason Hawkins said that P/E…
Tag: Steven Romick
Romick on the Fed's Dangerous Game
Top fund manager Steven Romick says the Federal Reserve’s “grand experiment” of propping up asset values will have “severe ramifications” for investors. Romick tells Morningstar that the Fed is trying…
Romick Not Excited By Market
Top mutual fund manager Steven Romick says he’s “maintaining the status quo” with his portfolio, because he isn’t seeing many enticing opportunities right now. Romick tells Tom Keene on Bloomberg Television’s…
Romick Finding Value in Large-Caps
Top-performing fund manager Steven Romick, who often targets smaller stocks, is finding that the current market environment has larger stocks looking attractive because of their valuations. “We think owning good,…
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…
Romick Keys on Large Caps, Cautiously
Top fund manager Steven Romick says large-cap stocks are offering better values than other options, and is positioning his portfolio to weather a pullback. “Large-cap companies are a much greater…
Romick Looks to Inflation-Fighters
Top fund manager Steven Romick says that in the current environment, he’s focusing on companies that will be able to handle inflation well. “I’m investing in companies we feel can…
Gurus Still Keen on Blue Chips
A number of top value investors are continuing to see big bargains in big blue chips. Among them: money manager and columnist Whitney Tilson. “If you’re worried about a feeble…
Romick Thinks Big, and Global
Steven Romick, whose FPA Crescent Fund has beaten 99% of its peers over the past decade, is high on larger stocks that can take advantage of fast-growing foreign markets. “The…
Romick's Three Current Portfolio Themes
FPA Crescent fund manager Steve Romick, who has a lengthy track record of beating the market, recently talked to Morningstar about his multi-asset approach to portfolio management. Romick says three…