Also joining Meister will be ex-Omega and Sandell portfolio manager Nick Graziano and ex-SAC Capital portfolio manager Mike Doniger.
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LaSalle Investment Management portfolio manager Ernst-Jan de Leeuw, who picks stocks for the Chicago firm's institutional clients, enjoyed a 57% return last year on British real estate shares.
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Another fan of emerging-market debt: Morgan Harting, senior portfolio manager and emerging-markets multi-asset team leader at AllianceBernstein Investments Inc.
He is portfolio co-manager with Mark Johnson.
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The goal of this monthly column is to give readers some insights into the mind of the professional investor by highlighting some of the nuts-and-bolts issues I consider as a portfolio manager of municipal bonds at TIAA-CREF.
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Barnet Sherman is a director and the portfolio manager of the TIAA-CREF Tax-Exempt Bond Fund at TIAA-CREF.
Oliver Pursche is co-portfolio manager of GMG Defensive Beta Fund, which holds shares in the companies listed in this post.
Oliver Pursche is co-portfolio manager of GMG Defensive Beta Fund.
When long-term bull markets hit they hit big, lasting more than 20 years, on average, and producing total real returns of nearly 16%, according to Mr. Timmer, who's also co-portfolio manager of Fidelity Global Strategies Fund.
Based on the Duane Reade and drugstore.com acquisitions, Walgreen may fancy themselves a multi-brand portfolio manager.
Commentators have speculated over whether Buffett would add a third, fixed income-focused portfolio manager to the mix.
Moreover, there are few buyers, says Mark Dow, an emerging-market portfolio manager at Pharo Management in New York.
The Seoul-born portfolio manager for Mirae Asset in Hong Kong runs the three year old Asia Great Consumer Fund (MGCEX).
"Suntech's default may impact market sentiment in the short term, " said Bryan Collins, fixed-income portfolio manager at Fidelity Worldwide Investment.
They included Gordon Crawford, a well-known portfolio manager, says a bank official.
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In my case, as a portfolio manager of municipal bonds at TIAA-CREF, I get asked about investing.
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"Apple bonds are a low-risk alternative to Treasury...bonds in this yield-grabbing environment, " said Mark MacQueen, co-founder and portfolio manager at Sage Advisory Services Ltd.
Wendy Trevisani, associate portfolio manager with Thornburg Investment Management, says E-Trade will succeed with its diversification from pure trading into banking and lending products.
Wendy Trevisani, an associate portfolio manager with Thornburg Investment Management, picks E-Trade.
Depending on where interest rates head, "we could see an increase in this type of activity, " says Brad Blackwell, portfolio business manager of Wells Fargo's home-mortgage unit.
"I see a pickup of interest, increased interest from family offices and fund of funds, " says Harvey Sawikin, founder and portfolio manager of Firebird Management, a New York-based fund that focuses on Eastern Europe.
Portfolio manager Thomas Soviero looks for companies that issue lower-quality debt or those with leveraged balance sheets.
Lawrence Creatura, portfolio manager at Federated Investors, says that strong third-quarter corporate earnings have contributed to higher equity prices since the summer, aided by the anticipation of quantitative easing.
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Of course not, the marketer may say-before he even checks with the portfolio manager.
FORBES: Pension Consultant Conflicts of Interests (April 1, 2002 )
Special Offer: Be your own hedge fund manager and build your own market-neutral portfolio.
For example, a portfolio manager who feels that his or her fund is over-allocated to office properties and under-allocated to industrial could swap a portion of the office exposure for industrial without actually buying or selling properties.
Already, two former SAC Capital traders and an analyst at the hedge fund have pleaded guilty to insider trading, and a former portfolio manager Michael Steinberg has been named as an unindicted co-conspirator, but is yet to be charged.
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Portfolio Manager David Fingold of Dynamic Funds likes the direction of Dresser-Rand Group, up 20% through November 2010.
"If you make six or seven of these companies into a portfolio, you'll be the best-performing fund manager in the country two years out, " he says.
The compliance director, a lawyer, patiently explains that as an employee of the manager there is little he can do other than discuss the matter with senior management-a small group which includes the guilty portfolio manager.
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