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Investors embraced stock funds in 2014, but only certain kinds

...Consider large-cap stock funds, which generally benchmark themselves against the S&P 500.The struggles of portfolio managers have come because stocks have generally been moving in sync with the broader market. When stock movements are this...

http://chronicle.augusta.com/news/business/2015-01-23/investors-embraced-stock-f
US stocks fall on dismal retail report and a slow growth outlook; Investors flee to bonds

...was a perception that the economy was improving, but that has gotten called into question," said Peter Tuz, a portfolio manager at Chase Investment Counsel, which manages $400 million in assets. "The savings from lower gas prices hasn't...

http://chronicle.augusta.com/news/business/2015-01-14/us-stocks-fall-dismal-reta
US stocks slump as oil rout continues

...was emerging from the Great Recession."It looks as if oil is not through going down yet," said Jim Russell, a portfolio manager at Bahl and Gaynor, a wealth manager. "It's a concern for the market because it does signal probably some global...

http://chronicle.augusta.com/news/business/2014-12-12/us-stocks-slump-oil-rout-c
These retailers could use some holiday cheer

...they're going to close, but it's about doing it on an orderly basis," says David Tawil, co-founder and portfolio manager of Maglan Capital, which follows distressed companies. AEROPOSTALE INC.The problems: Teen retailer Aeropostale...

http://chronicle.augusta.com/news/business/2014-12-05/these-retailers-could-use-
Best to wait until energy stocks hit rock bottom

...years, the sector may have much more muted growth than we saw a couple years ago," Patel says.Lamar Villere, a portfolio manager at Villere & Co., which manages $3 billion in assets, has also been selling shares of his energy stocks on the...

http://chronicle.augusta.com/news/business/2015-01-18/best-wait-until-energy-sto
Charles, Nola Falcone kept connections to Augusta

...she told The Augusta Chronicle in the mid-1990s. She joined Chase Manhattan Bank and then Lieber and Co. as a portfolio manager and securities analyst. By 1985, Falcone had risen to the president of Evergreen Total Return Fund, a mutual fund...

http://chronicle.augusta.com/news/crime-courts/2015-01-05/charles-nora-falcone-k
US-Cuba diplomatic thaw could benefit industries

...of rum and cigars."We've been positioning ourselves for this day for many years," says Erik Herzfeld, co-portfolio manager of the Herzfeld Caribbean Basin fund, which has been investing in "the cruise lines, infrastructure (companies...

http://chronicle.augusta.com/news/business/2014-12-17/us-cuba-diplomatic-thaw-co
Global bonds market fears sale struggles

...tumbling. It's a situation known as "liquidity risk," and some bond pros are scrambling to prepare for it.Portfolio managers are hoarding cash. BlackRock, the world's largest fund manager, is suggesting regulators consider new fees...

http://chronicle.augusta.com/news/business/2014-10-04/global-bonds-market-fears-
Is Federal Reserve really driving stock prices? The assumption is dubious

...the hands of institutional portfolio managers ? the "big boys." (The...FIRMS generally will benefit, portfolio managers forecast rising returns for...Too many economists and large portfolio managers naively believed, and still...

http://chronicle.augusta.com/opinion/opinion-columns/2014-09-14/federal-reserve-
Fund managers, investors seek bonds that make difference

...sleepy and boring," says Benjamin Bailey, co-portfolio manager of the Praxis Intermediate Income fund (MIIAX...kids right away," says Delmar King, another co-portfolio manager of the Praxis fund. "That's the one that's...

http://chronicle.augusta.com/news/business/2014-09-08/fund-managers-investors-se