The ongoing rally in the equity markets continues to limit the buying and selling activity of our top managers.
More volatile equity markets impact the buying and selling activity of our top managers.
Our managers are still finding attractive opportunities in a more richly valued market.
Hugging the benchmark tends to be less common in the small-cap arena, as these funds demonstrate.
While a majority of our top fund managers are outperforming this year, three of them truly stand out from the rest given their ability to outperform the market over all time periods.
Are the market's financially healthy laggards finally poised to lead?
Interest in Apple is heating up as the price falls, but how deep is the conviction?
Increased investor inflows and portfolio reshuffling (driven in part by a fairly valued market), has added breadth to the high-conviction and new-money purchases we've seen so far from our top managers.
While Warren Buffett may have put the kibosh on a dividend for Berkshire's shareholders, he and the rest of our Ultimate Stock-Pickers continue to hold stocks yielding more than the S&P 500 Index.
Matthews makes a manager change and more.