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Of Mutual Interest: Taxes matter in fund investing, even when there's no bill

...In contrast, a large-cap fund doesn't have to unload Apple if its stock keeps rising, says Michael Buek, portfolio manager at Vanguard.To limit distributions at his Tax-Managed Small-Cap fund, Buek aggressively sells stocks when...

http://chronicle.augusta.com/news/business/2015-05-23/taxes-matter-fund-investin
Regaining strength: Emerging-market funds cruising again

...in the same direction," says Patricia Ribeiro, portfolio manager at American Century's Emerging Markets fund. She...prices have run up so quickly that Paul Attwood, portfolio manager at the Huntington Global Select Markets fund, wants...

http://chronicle.augusta.com/news/business/2015-05-15/regaining-strength-emergin
REITs and rising rates: Pushing against conventional wisdom

...At the Forward Select Income fund, for example, Portfolio Manager Joel Beam has traditionally been so optimistic that...there to be a panic," says Jason Yablon, global portfolio manager at Cohen & Steers, which specializes in real-estate...

http://chronicle.augusta.com/news/business/2015-04-17/reits-and-rising-rates-pus
Business news

...reversed two convictions and appeared to narrow the definition of insider trading. It said the defendants involved ? portfolio managers Anthony Chiasson of New York and Todd Newman of Needham, Massachusetts ? were too far removed from the source...

http://chronicle.augusta.com/news/metro/2015-04-03/business-news
Of Mutual Interest: Will shrinking earnings halt the stock market's run?

...habits. That should boost consumer-oriented companies, like restaurant chains and retailers, says Susan Bao, a portfolio manager who co-manages JPMorgan Asset Management's U.S. Large Cap Core Plus Fund."As we go into the latter part...

http://chronicle.augusta.com/news/business/2015-04-10/mutual-interest-will-shrin
Of Mutual Interest: Muni bond returns to be more muted

...rates, long-term rates could continue to stay low given how weak inflation is. That's one reason Josh Gonze, a portfolio manager at Thornburg Investment Management, is staying neutral on interest rates and refraining from leaning on just short-term...

http://chronicle.augusta.com/news/business/2015-03-27/mutual-interest-muni-bond-
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-