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Archive Results for Fund Focus

INTERVIEW: Following Convictions To Bring Home The Investment Bacon

April 29, 2013

When investors pay an active fund manager to hold a “high-conviction” set of stocks, the concentration of equity choices cannot come much more pronounced than at the fund management firm of Polen Capital Management, a Florida-based business. This is very much a “bottom-up”, stock-picking house that adopts the “value” model of investing. And to signify the level of conviction at play, the firm has only owned about 100 issuers’ equities in the past 25 years of Polen Capital’s life - a turnover of about four names a year.

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Guest Opinion: Diversification In The Age Of Globalisation

March 25, 2013

Marc Odo, director of research at software and business intelligence firm Informa Investment Solutions, revisits some of the forgotten truths about diversification. Opinions are the author’s but WealthBriefing is grateful for the right to publish them, and welcomes reader responses. In the wake of the financial crisis five years ago, many investors are questioning the value of diversification.

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Investment View: Collins Stewart WM Takes Cautious Stance, Shy Of Equities

March 13, 2013

There have been enough “false dawns” in the investment world in the past few years for any wealth manager to use strong market periods as an opportunity to grab profits and shelter from financial squalls. And that seems to be the approach of Collins Stewart Wealth Management these days. On a theoretical balanced portfolio at CSWM, where the asset allocation is typically 60 per cent equities, 40 per cent bonds, the portfolio is currently 49 per cent equities, 35 per cent fixed income, 9 per cent “other” (alternatives, etc) and the remainder in cash.

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Guest Comment: The Re-Emergence Of Inflation Expectations In Japan - Nikko AM

February 26, 2013

Editor's note: This article, examining the important issue of inflation pressures and recent global moves to reflate the world economy, looks in particular at Japan, and the actions recently taken by the newly-elected administration. This item is written by Yu-Ming Wang, chief investment officer, international, at Nikko Asset Management. Over the past few years, those who have raised concerns about inflation in the developed economies have been met with scepticism.

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Guest Comment: Biotech Breathes Life Into Equities This Year, Says Swiss & Global

February 20, 2013

Editor's note: This article, by Nathalie Flury, fund manager of the JB Biotech Fund at Swiss & Global Asset Management, takes a look at the biotechnology sector, its specific investment characteristics and impact on the broader equity market. While her views are not necessarily endorsed by this publication, it is delighted to carry this detailed analysis of an important sector. Do please contact me at tom.

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Six Unloved Emerging Markets That Might Win Friends This Year

January 21, 2013

Six emerging market countries – Russia, India, Nigeria, Argentina, Venezuela and Cyprus - are unloved to varying degrees but their governments’ debt might suddenly become more attractive if certain developments occur, an investment house says. All these countries are under a shadow of some kind: fears about political corruption and lack of reform; wrangles over debt repayments; territorial conflicts; far-leftist regimes and or fears about a hard-line regime, noted Adelante Asset Management in a recent briefing for journalists. Stronger Chinese growth in 2013, a slowing in the headwinds buffeting the eurozone and an uptick in US homebuilder sentiment boded well in general for the global economy - and emerging markets - this year, the firm said.

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Aftermath Of Obama Win Spells Good Cheer For Select Sectors: Smith & Williamson

November 16, 2012

In the aftermath of the recent re-election of Barack Obama, managers at the Smith & Williamson North America Trust are keen on sectors such as house-builders, banks, pharmaceuticals and select energy sectors, as they consider all these areas should be strong performers over certain time horizons. After some uncertainty about the outcome of the polls, the decisive result for Obama – albeit having to deal with a Republican-controlled House of Representatives – should be generally positive for equities in the near term and further out, Robert Royle, co-manager, told journalists in a briefing about the firm’s post-election thoughts. He spoke alongside co-manager Tana Focke.

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Guest Article: A Possible Golden Age For Natural Gas

July 20, 2012

Editor’s note: Roberto Cominotto, a fund manager of the JB Energy Transition Fund at Swiss & Global Asset Management, has these comments to make on what he calls a “golden age for natural gas”, a view driven in part by significant developments in the US. The issue is also politically sensitive given the forthcoming US presidential elections in November. Energy policies are high on the agenda for the US elections in November, and natural gas is a hotly-debated topic.

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China's New Leadership - What It Means For Investors - GAM

July 25, 2012

Editor’s note: The following article is from Michael Lai, investment director responsible for GAM’s Asian funds and a co-manager of GAM’s Pacific funds with Ben Williams and Lesley Kaye. Prior to joining GAM in December 1998, Lai was senior vice president at Trust Company of the West (Asia) responsible for Asian portfolios. As always, while this publication does not necessarily share all the views expressed here, it is grateful for the opportunity to publish views from such an investment professional.

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EXCLUSIVE INTERVIEW: Tenax Hunts Gems Among Europe's Unloved Credit Markets

July 4, 2012

It is a familiar complaint: a company has great products and plenty of assets but banks don’t want to provide it with credit. And yet, as is regularly remarked, some institutions and large corporations are sitting on piles of cash and reluctant to spend while the economic outlook is so uncertain. But eventually, if there is a mismatch of supply and demand for cash, then deals can be done.

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