Investing in bank loans offers returns that may match or exceed other fixed-income securities with the added bonus of better downside protection in certain circumstances. John G. Popp, portfolio manager of the Credit Suisse Floating Rate High Income Fund, and his team of analysts maintain a diversified portfolio of senior
Not as widely followed by research teams on Wall Street, mid-cap companies tend to have stronger balance sheets than small-cap names while growing at a faster pace than their large-cap counterparts. Brian E. Peery, co-portfolio manager of the Hennessy Cornerstone Mid Cap 30 Fund, explores the combination of nimbleness and
Market momentum can work in your favor if your model knows how to ride it. Markets never move in unison as sectors within them zigzag in their own direction. At Stadion Funds, Brad Thompson and his team have devised indicators that analyze short and long term trends designed to leverage
A mispriced small cap company whose business model generates excess cash flows is undoubtedly a lucrative investment opportunity. Gordon A. Johnson, portfolio manager of the PNC Small Cap Fund, adheres to a strict buy-and-sell discipline while investing in underfollowed companies with management teams committed to long-term organic growth.
When it comes to dividends, history is always on an investor’s side. In the course of a century, dividends have become as important as capital gains as far as total returns are concerned. Jeffery Middleswart and William Andersen, portfolio managers of the Ranger Quest for Income and Growth Fund, stress
Investors are increasingly looking for diversified access to bonds in a flexible and risk-adjusted way. Anthony Davidow, managing director and portfolio strategist, explains how Guggenheim Investments provides a set of ETF strategies with the precision of individual bonds, and the diversification benefits of bond funds.
Investing in real estate can provide diversification away from equity and debt markets in combination with attractive total return characteristics. Steven Brown, portfolio manager of the American Century Real Estate Fund, highlights that various segments in commercial real estate have their own supply and demand dynamics to offer investment opportunities
Commercial real estate spans from industrial properties to recreation and healthcare facilities, residential buildings and regional malls. Geoffrey Dybas, portfolio manager of the Virtus Real Estate Securities Fund, explains how this varied and segmented asset class provides investors with a unique opportunity to diversify their portfolios away from correlation with
In addition to favorable demographic factors, the healthcare sector also attracts investors with the diversity of opportunities among pharmaceutical products, healthcare services and biotech innovations. Andrew Acker and his team at the Janus Global Life Science Fund apply a balanced approach to value and risk in various sub-sectors with the
In times of distress, investors often turn to fixed income securities or dividend-paying corporations in search of income. Mark Spellman, co-portfolio manager of the Value Line Income and Growth Fund, looks for companies with a stable business model and the earnings capacity to generate rising dividends. With diversification in mind,
