Queens Road manager Steve Scruggs looks for small-cap names that generate copious amounts of cash.
Queens Road manager Steve Scruggs prefers to wait for well-priced investments, even if it means his funds hold significant amounts of cash.
Queens Road manager Steve Scruggs thinks the risk/reward trade-off in financials is less attractive than in other sectors.
...but that alone is not a reason to invest, says the T. Rowe Price Global Stock manager. Instead, production evolution is key.
The T. Rowe Price Global Stock Fund manager likes emerging markets' self-financed growth, very high savings rates, and improved corporate and government balance sheets. Plus, Gensler on getting comfortable with emerging markets capitalism.
If a stock is no longer a buy, you should dump it from your portfolio says T. Rowe Price Global Stock fund's Rob Gensler.
European banks were too stingy when raising capital, leaving them exposed to future downturns, says T. Rowe Price Global Stock fund's Rob Gensler
High fees hurt returns.
First Eagle's Abhay Deshpande on the strategy behind portfolio holdings that fit the mold of Graham's cigar butts and others that are more Buffett-like.
First Eagle's Abhay Deshpande says Japan is a market of stocks, not a stock market, with some picks that can greatly outperform the market as a whole.
First Eagle's Abhay Deshpande says the funds' gold holdings are protection against the world governments' race to debase their currencies.
First Eagle's Abhay Deshpande says the funds have been selective in their debt exposure as many opportunities have dried up.
First Eagle's Abhay Deshpande on the valuation outlook for the portfolio holdings and the opportunity set available to them.
Robert Shiller's S&P CAPE valuation data suggests moderate headwinds for large-cap stock funds, and even active funds may feel the drag.
Lawsuit evidence shows some portfolio counselors voiced concerns in a 2004 internal survey, but the funds' strong performance is hard to fault.
There are several reasons to worry.
How to buy and rebalance effectively.
How Joel Greenblatt's magic formula stacks up against some popular mutual funds.
Even if the market looks dear, stick to your planned allocation or find a seasoned manager who can adjust it for you.
International Manager of the Decade David Herro on the initial steps to unearth value and the crucial steps that follow.
International Manager of the Decade David Herro on misvalued asset managers and his increasing interest in Japanese companies.
International Manager of the Decade David Herro says exposure to emerging markets will boost the beaten-down stocks of BMW, Richemont, Bulgari and others.
Just because an economy is booming doesn't mean you should buy the stocks in that market, says International Manager of the Decade David Herro.
Pegging normal energy prices and shifting cost structures make these firms difficult to value accurately, says Morningstar International Manager of the Decade David Herro.
The Oakmark manager explains the firm's policy of hedging only when the foreign currency looks 20% or more overvalued--and where their hedges are today.
Any time you can broaden your subset, broaden your investable universe, you have a higher probability of achieving success, says the Oakmark manager.
The Oakmark manager says stocks are still cheap today, especially compared with other asset classes.
American's stock and balanced funds held up.
Think about your goals, and learn about market history.
How cash stakes of some American funds have declined, and what the managers of those funds are buying.
How to employ our Fund Manager of the Decade nominees wisely.
Morningstar 2008 Manager of the Year Charlie Dreifus on margins of safety, moats, and his Abe Briloff way with balance sheets.
Morningstar 2008 Manager of the Year Charlie Dreifus' number-one holding also made its way into 'The Intelligent Investor.'
Morningstar 2008 Manager of the Year Charlie Dreifus discusses going up the market-cap ladder for three picks during the severe market downturn.
Morningstar 2008 Manager of the Year Charlie Dreifus says it will probably be more difficult to find reasonably priced small-cap organic growers in the years ahead.
Use these rules to narrow the field.
Buy-and-hold works--if you've got the right allocation to begin with.
Which of these six international funds have something to write home about?
This manager is off the radar but on the mark.
How American Funds' growth offerings have navigated technology.
In his most recent shareholder letter, Oakmark's Bill Nygren takes issue with the gloom and doom view.
As the rally eases off the gas pedal, we take stock of winners, losers, valuations, and the opportunities remaining.
How to implement a Buffett-inspired fund strategy.
Capital Ideas author had knack for making sophisticated research accessible and actionable.
Capital Group expects 820 staff cuts; no investment professionals included in layoffs.
Oakmark manager Bill Nygren says value investors can capitalize when the market believes "normal" will never happen again.
Can you hear me now?
What AT&T's earnings release means for American Funds' big stake in the giant telecom.
Consider small-cap, TIPS, real estate, commodity, and distressed security funds.
If a proposal passes, the firm will have no municipal money market option.