A handful of quality small-cap funds have shone brighter than their peers when the market has tumbled.
Concerns about Chinese growth, Russia, and global liquidity have driven the prices of several quality stocks to appropriate buying levels, says Oppenheimer manager Justin Leverenz.
When stocks have dropped, these funds tend to outperform their peers.
Short-sighted panic-selling has offered good opportunities to buy Ukraine's dollar-denominated government bonds, which are backed by solid fundamentals, says Templeton Global Bond manager Michael Hasenstab.
A past Morningstar Manager of the Year oversees this portfolio, which has fewer holdings than some of its peers but asymmetric sector weightings.
These actively managed offerings are led by experienced managers and have beaten their benchmarks during the past decade.
Marsico Capital CEO Tom Marsico favors the growth prospects of these biotech companies that are producing novel drugs for unmet medical needs.
The tech giant is lacking a high-impact product that would bring its shares back to the peak prices of 2012, says Marsico Capital CEO Tom Marsico.
With macro conditions improving so far in 2013, Marsico Capital CEO Tom Marsico is more optimistic on economically sensitive ideas presently he was at the beginning of the year.
T. Rowe Price seeks permission to create actively managed ETFs that are not transparent, a corporate-bond manager leaves PIMCO, and new managers are named to Oppenheimer Moderate and Ivy Global Natural Resources.