The time is right for higher-quality companies to start leading the stock market rally, according to Steven Pollack, manager of the Robeco Boston Partners Mid Cap Value Fund (BPMIX).
Finding stocks to sell short is like “shooting fish in a barrel,” according to Harry Rady, chief executive and portfolio manager at Rady Asset Management LLC.
The hedge fund industry's premier trade group, the Managed Funds Association, has decided to ban the media from its upcoming annual conference in Key Biscayne, Fla.
Even though equities are already riding the stock market's rally since March, they are still too attractive to ignore, according to Margie Patel, who manages nearly $1 billion in two balanced funds for Evergreen Investments.
Most of the easy money has already been made in this market rally, making 2010 a “stock-picker's market” that requires more investing skill and analysis, says Adriana Posada, manager of the $6.8 billion American Beacon Large Cap Value Fund (AVASX) from American Beacon Advisors Inc.
Socially conscious fund generates strong returns by applying negative and positive screens
Higher-quality high-yield corporate bonds are getting more attractive on a fundamental basis, according to Sabur Moini, manager of the $695 million Payden High Income Fund.
The stock market's sudden downward pattern does not bode well for the rest of 2010, according an analysis of market history.
Regardless of the hedge fund industry's hoopla, a lot of investors are paying too much for the performance they're getting, or hope to get, from alternative strategies.
