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I'm a (for now anonymous) manager of a long-short fund which is not open to external investors. I have extensive experience on Wall Street and in the technology industry. I look for strong trends and reasonable valuations (GARP?), particularly in the technology and media sectors. Recently, for... More
  • Conversation with a Wealth Manager: Look Out for the Inflows 1 comment
    Apr 28, 2009 06:26 AM | about stocks: SPY, DIA, QQQQ, IWM, IWO, TWM, TZO, TZA

    I was chatting the other day with a friend who manages money for private clients, using separate accounts. He focuses on asset allocation using no-load mutual funds. Here's what he said:

    - Staying 100% in cash was the right move a year ago. But it's really tough to justify that to clients when you're taking a 1-2% fee from them.

    - The biggest fear any money manager has is staying out of the market when there's a rebound.

    - The recent rebound caught many money managers by surprise, and they are now starting to increase portfolio allocations to stocks.

    - Expect significant cash inflows into stocks.

    - Massive inflows = continuation of the market's rebound. 

    Themes: rally, recovery, inflows, asset allocation Stocks: SPY, DIA, QQQQ, IWM, IWO, TWM, TZO, TZA
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This post has 1 comment:

  •  
    Thank you!


    On Apr 29 08:23 AM dividendgrowthinvestor wrote:

    > Hedged in is a GREAT READ and anyone who reads him daily will be
    > MUCH wiser because of it
    2009 Apr 29 02:36 PM Reply
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