Sentences with phrase «at the portfolio manager»

There was a silence during which I looked at the portfolio manager and waited for an indication that this was his attempt at late - evening humor.

Not exact matches

«It's laughable that nobody has paid attention to that,» says Rafi Tahmazian, a portfolio manager with oversight of several energy funds at Canoe Financial in Calgary.

Eve Ellis, a financial adviser and portfolio manager at Morgan Stanley's Matterhorn Group, notes that no causal link has yet been drawn between female leadership and improved performance.

He is among the only folks from the traditional hedge fund world to dive into crypto, most notably following the lead of Mike Novogratz, a former portfolio manager at Fortress.

India, Indonesia and the Philippines would be hit hard if investor pulled their capital for better returns in the U.S., said Sat Duhra, a portfolio manager at Janus Henderson.

«It's going to be critical for earnings growth to kick in in order to sustain the bull market from here and to be able to push stocks higher,» says Sarah Riopelle, vice-president and senior portfolio manager at RBC Global Asset Management.

«It's hard to know what the cause of the delay is,» said John Stephenson, portfolio manager at First Asset Funds.

«People have given up on them,» says Phil Davidson, portfolio manager at the $ 13 billion, value - focused American Century Equity Income Fund.

Paul Meeks, chief investment officer and portfolio manager at Sloy, Dahl & Holst, talks tech stocks amid the recent volatility with Sara Eisen.

«She is going to need to come clean on the extreme nature of her campaign promises,» says Rafi Tahmazian, the senior portfolio manager at Calgary's influential Canoe Financial.

Ian Sexsmith, portfolio manager at Parnassus Investments, says banks» prices don't reflect the potential impact of more consumer lending and lower default rates in a strong economy — a mismatch that's creating some enticing bargains.

Gross, now a portfolio manager at Janus Capital in Denver, starts his day early — really early.

As Michael Browne, portfolio manager at Martin Currie, described, «I honestly don't see how we can find a Brexit proof sector.»

It's just too big,» said David Meier, a portfolio manager at Motley Fool Funds.

Joint - venture partner Cummins, a leading engine manufacturer, and big - name clients such as GM, Volvo and Caterpillar give credibility to Westport's technology, notes Mike Newton, senior vice-president and portfolio manager at Macquarie Private Wealth.

It's the latter two niches that present the best buys, says Dieter Küffer, a portfolio manager at RobeccoSam, a Switzerland - based investment firm.

«It's exhausting, it's draining for a lot of people,» Henry Peabody, a Boston - based portfolio manager at Eaton Vance Management, said by phone.

«People didn't get their fill and they're still hungry for the bonds,» said Robert Arnold, a New York - based portfolio manager at TwentyFour Asset Management, which manages $ 16 billion.

Cole Smead, managing director and portfolio manager at Smead Capital Management, speaks about investing in Apple.

Chris Beer, a portfolio manager at RBC, says that about 80 % of their new production over the next 12 to 18 months will come from low cost and long life mines, which will increase free cash flow.

«From the market's perspective, it was all a constant stream of lollipops,» Kevin Caron, a senior portfolio manager at Washington Crossing Advisors, said by phone.

Christine Tan, a portfolio manager at Gluskin Sheff Associates in Toronto, has found much the same.

Margie Patel, a senior portfolio manager at Wells Fargo Funds, said that she expects to see little to no effect from trade tariffs and has been adding to companies such as PNC Financial Services that have sold off in the market downturn.

«Philosophically, investors [who employ core and satellite] are saying, «For the majority of my portfolio, I want to be well diversified and I want it to perform like the market, but I like the idea of taking some risk in an effort to outperform,»» said Michael Iachini, vice president and head of manager research at Charles Schwab Investment Advisory.

«We're focusing on the companies that regardless of the type of inflation — whether it's commodities or trade or something else — can pass on those costs because they have some sort of structural advantage,» said Eric Marshall, a portfolio manager at Dallas - based Hodges Capital.

Lamar Villere, a portfolio manager at New Orleans - based Villere & Co., said that he has been reducing his exposure of small and mid-cap companies with international revenues and is focusing more on those that dominate their domestic niche in order to offer protection from the effects of tariffs.

Chris Baggini, Facebook shareholder and senior portfolio manager at Turner Titan Fund, told «Squawk on the Street» that his firm holds a long - term view on the stock.

«A large swath of the semiconductor industry is trading at multiples below the S&P 500,» marvels Steve Barwikowski, manager of Fidelity Select Electronics Portfolio.

Scilla Huang Sun, portfolio manager of the GAM luxury brands equity fund at GAM Investments, discusses the high - end watch market.

Ramsey is chief investment officer and a portfolio manager at The Leuthold Group.

These facts lead Jim Barrow, an executive director and portfolio manager at Dallas - based Barrow, Hanley, Mewhinney and Strauss, to doubt the likelihood of a double - dip recession.

Thomas Ross, fixed income portfolio manager at Janus Henderson Investors, speaks Thursday's ECB press conference held by President Mario Draghi.

Catherine Wood, founder and CEO of Ark Invest, and Christopher Retzler, portfolio manager at Needham Funds, are both searching for firms that are going to benefit from the move to the cloud and to mobile.

Sure, in most employer - sponsored retirement plans, portfolio managers at the investment firms working with your employer are the direct stewards of your retirement planning money.

Michael Greenberg, a portfolio manager at Franklin Templeton Solutions in Toronto, agrees U.S. stocks have a sunny outlook over the long term, meaning seven years or more.

Shannon used to run large diversified funds — she was once a star manager at CI Financial — but she now manages portfolios that hold a smaller number of mostly Canadian stocks.

«Following the U.K. election, the relative risk investors saw in European bonds came back and as the situation in Greece develops, risks will hopefully unwind and as we move into a certain environment, we can expect bond markets to continue to normalize,» Thomas Buckingham, portfolio manager of the European Equity Group at JP Morgan Asset Management, told CNBC on Monday.

Utilities and REITs, already the go - to sectors for yield - seeking investors, may still be the best bet, says Ryan Crowther, a portfolio manager at Franklin Bissett Investment Management.

«Even for the patriotic, diehard Canadian who insists on their startup being in Canada, in many cases the company gets to a point where it's forced to sell to a U.S. big tech firm,» said Pashootan, portfolio manager at First Avenue Advisory in Ottawa, a Raymond James company.

Many experts, including Anil Tahiliani, a North American equities portfolio manager with McLean & Partners, expected single - digit returns at best.

Buybacks are a positive sign, but there are question marks for the tech sector, says Marc Franklin, senior portfolio manager at Conning Asia Pacific.

AIMS, which had $ 156 billion in assets under supervision at June 30, is an «open architecture» platform, which means none of the investments Goldman selects can be invested in funds that the bank's own portfolio managers oversee.

«By moving ahead with the tax - free spin - off of the midstream business and merging EQM and RMP — following the previously announced addition of two new directors with midstream experience — we believe the Company has put itself on the best path forward for itself and all shareholders,» Quentin Koffey, portfolio manager at D. E. Shaw, said in a statement.

Not for Kevin Landis, a portfolio manager at Firsthand Funds based in Silicon Valley.

Patrick O'Shaughnessy eventually completed the three - part Chartered Financial Analyst program in the summer of 2014, and was principal and portfolio manager at OSAM before becoming CEO.

At least one portfolio manager remains «very» optimistic about the prospects of the world's second - largest economy.

While some investors may have the impulse to drive away — fast — Ryan Lewenza, a portfolio manager with Raymond James, thinks now's the perfect time to invest your savings at the gas pump into more energy stocks.

«We already have tax cuts and deregulation,» said Edward Keon, portfolio manager at QMA.

Patrick Jahnke, portfolio manager at Deka Investments, which owns BASF stock, said he favored the firm selling its upstream petrochemical assets, saying the benefits of physical proximity to downstream operations could be shared with a new owner.

«All the low - hanging fruit's been picked,» says Matthew Osowiecki, a portfolio manager at Water Island Capital, which specializes in merger arbitrage.