Investment Strategies
Get the latest market outlook, as well as news and analysis on mutual funds, ETFs and alternative investments, all designed to help you construct a well-balanced portfolio for your clients
Investor Advocates Urge DOL to Reverse Policy on Private Equity in 401(k)s
By Bernice NapachNineteen groups argue that private equity options are high cost, complex and often underperform.
June 24, 2020
Liquid Alts Manager of the Year: Eaton Vance"We very quickly exited [our long bond] position because of what we perceived as a negative change in direction in Argentina. That's a quintessential example of how we manage our positions or view our investments."
June 24, 2020
Impact Asset Manager of the Year: Breckinridge Capital"We look at all that data along with the fundamentals to get a more holistic view of an issuer and see what are some potential credit risks there could be that we're not going to see in the financials."
June 24, 2020
International Asset Manager of the Year: ClearBridge"We are fundamental investors and believe we're very good at buying growth stocks that will outperform the market significantly."
June 24, 2020
Small/Mid-Cap Asset Manager of the Year: The London Co."We spend the majority of our time trying to analyze what can go wrong in each decision we make. We don't build feature models and try to outguess every other analyst and PM out there on growth rates and margin expansions."
June 24, 2020
Mid-Cap Asset Manager of the Year: Wells Fargo Asset Management"We focus on companies that ... use their balance sheets in a productive manner," said portfolio manager Bryant VanCronkhite.
June 24, 2020
Large-Cap Equity Asset Manager of the Year: Parnassus"We used that weakness, that really big downdraft in the [2018] fourth quarter to establish very large positions in companies like Microsoft and Nvidia. We saw and took advantage of that downturn to really add some very nice pieces to the portfolio."
June 24, 2020
Large-Cap Equity Asset Manager of the Year: Brown Advisory"The pandemic is a perfect example of how we not only monitor these companies short term, but try to understand how consumer behaviors and corporate spending will change three-, five- or 10-years from now."