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Mid-cap stocks are mistakenly overlooked

...the sweet spot," says Mariana Connelly, a client portfolio manager at J.P. Morgan Asset Management. "Unlike small...bottom lines, says Bryant VanCronkhite. He is a portfolio manager at Wells Fargo Advantage Special Mid Cap Value fund...

http://chronicle.augusta.com/news/business/2014-04-18/mid-cap-stocks-are-mistake
Once-soaring tech stocks sink in sobering comedown

...same index."This is like a little bubble that kind of popped up in the past year or so," said Daniel Morgan, a portfolio manager at Synovus Trust Company, who focuses mostly on technology. He noted that most tech stocks besides iPhone maker...

http://chronicle.augusta.com/news/business/2014-04-11/once-soaring-tech-stocks-s
NY judge sentences SAC Capital in $1.8 billion fraud deal

...allegations. He has not been charged criminally.The government brought the charges after concluding that numerous SAC portfolio managers and research analysts engaged in insider trading in at least 20 publicly traded stocks. It said the illicit trading...

http://chronicle.augusta.com/news/business/2014-04-10/ny-judge-sentences-sac-cap
Can the calm last in the municipal bond market?

...1913, and ever since then there have been people in Washington looking to take it away," says Gene Gard, a co-portfolio manager of Dupree Mutual Funds, which invests about $1.3 billion in municipal bonds. "It could happen someday, but...

http://chronicle.augusta.com/news/business/2014-03-09/can-calm-last-municipal-bo
Bond funds picking up so far in 2014

...Company Insti tute."Fixed-income is still the most effective mitigator of equity risk," says Jim Lauder, a portfolio manager of the Wells Fargo Ad van tage Dow Jones Tar get Date mutual funds. "If you look at what happens when the world...

http://chronicle.augusta.com/news/business/2014-02-17/bond-funds-picking-so-far-
The mutual fund fee that might be good for you

...and the proceeds go to the fund and its remaining investors."We will never get rid of it," says Bill Mann, portfolio manager at Motley Fool's mutual funds, all of which have redemption fees. "It is a force for good." Among the funds...

http://chronicle.augusta.com/news/business/2014-01-24/mutual-fund-fee-might-be-g
NY jury convicts former SAC Capital Advisors portfolio manager of insider trading charges

...former SAC Capital Advisors portfolio manager was convicted Thursday of helping...profits.Martoma is the eighth portfolio manager or research analyst at SAC Capital...convicted former SAC Capital portfolio manager Michael Steinberg on insider...

http://chronicle.augusta.com/news/business/2014-02-06/ny-jury-convicts-former-sa
Bigger worries are swirling around small stocks

...honestly ridiculous right now," says Adam Strauss, a portfolio manager at the Appleseed fund (APPLX).His fund can buy...heavily tied to global GDP," says Robert Lanphier, portfolio manager at William Blair's Small-Mid Cap Growth fund...

http://chronicle.augusta.com/news/business/2013-12-12/bigger-worries-are-swirlin
Mutual funds go from worst to first, again

...for the First hand Alternative Energy fund wasn't the result of an overhaul of its philosophy or process, said portfolio manager Kevin Landis. Many of the stocks that the fund owns were also in the fund last year, such as Power Integrations...

http://chronicle.augusta.com/news/business/2013-11-10/mutual-funds-go-worst-firs
Twitter soars in market debut

...premium price.Thursday's stock surge was "really not as important as you might think," said Kevin Landis, a portfolio manager with Firsthand Funds, who owns shares in Twitter. "What really matters is where the stock is going to be in six...

http://chronicle.augusta.com/news/business/2013-11-07/twitter-soars-market-debut