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Fidelity Select Defense Aerospace posts

Quant Focuses on Fidelity's Best Fund Managers

Posted Jul 15th 2010 1:10PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Mutual Funds

"Our Global Quant Portfolio (which delivered a 41% gain in 2009, is designed to be long-only and global; the portfolio is best suited for investors with a minimum time horizon of 10 years," says Jim Lowell.

The editor of Fidelity Investor explains, "The portfolio is made up of 10 funds; 6 domestic equity managers, 3 international equity managers and one top-rated sector manager. Here, we review one fund from each group.

"Our quantitative methodology follows a stringent framework of input and output; in this case, our purely quantitative manager ranking system is the core decision maker of who is and is not included this portfolio.

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Favorite funds for defense & aerospace

Posted Sep 26th 2008 1:30PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Mutual Funds, Stocks to Buy

"Defense stocks never looked more attractive than they do now," says Jim Powell, who looks at two favorite ways to play the defense sector.

In Global Changes & Opportunities Report, he says, "The drop in defense stocks has more to do with the overall bear market in stocks than to any problems within the sector itself."

"Recent quarterly earnings from many defense companies are up, with signi?cant gains in revenues and earnings.

"Defense stocks have also been pushed down due to worries that the presidential election might go to Senator Obama, who is not expected to be a strong a supporter of the military. Historically, however, Republican and Democratic spending on defense has been about the same.

"Some investors may also be nervous about buying defense stocks if the U.S. is likely to reduce its presence in Iraq over the next few years.

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