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By John Sullivan, AdvisorOne |
April 25, 2012
Predictions of mass default, European sovereign debt, outlooks from Bill Gross, Bernanke’s shenanigans—anyone still think fixed income isn’t “sexy?”
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By John Sullivan, AdvisorOne |
April 20, 2012
“You don’t have to find every single great stock out there,” says Jennifer Dunne, the firm’s international portfolio manager and senior analyst. “But if you put one in the portfolio, it better go up.”
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By John Sullivan, AdvisorOne |
April 11, 2012
‘Research 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.
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By John Sullivan, AdvisorOne |
April 9, 2012
Geneva likes mid-cap companies, says principal and portfolio manager Michelle Picard, because they’re past the volatile, entrepreneurial small-cap stage and management is focused, yet they haven’t reached the large-cap space where growth is harder to achieve.
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By John Sullivan, AdvisorOne |
April 5, 2012
Santa Barbara's Jim Boothe says he looks for “clean balance sheets, very strong cash flow and a commitment to dividends.”
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By J. Gibson Watson III, CIMA, Envestnet |
April 4, 2012
Several winners of this year’s SMA Managers of the Year highlight the different ways that managers with a strong alpha thesis add value to a portfolio.
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By John Sullivan, AdvisorOne |
April 2, 2012
An obvious and oft-asked question after announcing the SMA Managers of the Year is how, exactly, they were chosen? Here's how it works.
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By John Sullivan, AdvisorOne |
April 2, 2012
BRC 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.
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By John Sullivan, AdvisorOne |
March 26, 2012
The one thing seen among all of these winners? “Dividend yield,” says Gib Watson, president and CEO of Prima Capital, IA's longtime partner in choosing the annual Separately Managed Account Managers of the Year.