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
2012 Small-Cap Equity SMA Manager of the Year: Kayne Anderson Rudnick
By John SullivanResearch is our lifeblood, says Jon Christensen, who manages the small- and mid-cap portfolios, and that has helped the firm weather the rocky ride in the small-cap space.
April 09, 2012
2012 Mid-Cap SMA Manager of the Year: Geneva Capital ManagementGeneva likes mid-cap companies, says principal and portfolio manager Michelle Picard, because theyre past the volatile, entrepreneurial small-cap stage and management is focused, yet they havent reached the large-cap space where growth is harder to achieve.
April 05, 2012
2012 Large-Cap SMA Manager of the Year Co-Winner: Santa Barbara Asset ManagementSanta Barbara's Jim Boothe says he looks for clean balance sheets, very strong cash flow and a commitment to dividends.
April 04, 2012
10 Warning Signs of Springtime Stock Slump: LPL’s KleintopLPL Financial chief market strategist Jeff Kleintop and his team have identified 10 indicators to watch this spring that may warn of an impending slide in the stock market.
April 04, 2012
How the Best Money Managers Exploit Market InefficienciesSeveral winners of this years SMA Managers of the Year highlight the different ways that managers with a strong alpha thesis add value to a portfolio.
April 03, 2012
John Maynard Keynes: Top Money Manager? Columnist’s Opinion Brews ControversyWall Street Journal columnist Jason Zweig creates weekend stir over legendary economists investment record.
April 02, 2012
2012 SMA Managers of the Year: How We Picked ThemAn obvious and oft-asked question after announcing the SMA Managers of the Year is how, exactly, they were chosen? Here's how it works.
April 02, 2012
2012 Large-Cap SMA Manager of the Year Co-Winner: BRC Investment ManagementBRC Investment Management's Large-Cap Concentrated Equity Portfolio is one of two large-cap SMA portfolios honored as a 2012 Separately Managed Account Manager of the Year.