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One of the top performers in the U.S. growth fund sector has lost his appetite for tech. Jerry Jordan has booted almost all his Apple (AAPL) holdings from his portfolio, and he's done the same with Google (GOOG). Both, Jordan says, have become too expensive. In fact, he's getting out of almost all U.S. and European tech companies for that reason -- and is turning his attention to China.
Jordan tells Reuters, "The growth [in China] is much faster, it's much more of a green field opportunity."
Continue reading Top growth fund manager sours on Apple, U.S. tech
"We are adding Artisan Opportunistic Growth (ARTRX), which we consider a 'new opportunity,' for long-term ivvestors, to our Best Buys portfolios," explains Mark Salzinger.
The mutual fund specialist and editor of The No-Load Fund Investor explains, "Launched lst September, the fund fits neatly into one of our key strategies for maximizing risk-adjusted returns: It's a new, small and flexible fund from experienced, highly successful managers.
"This new fund is managed by Andrew Stephens, James Hamel and Shayne John-the same trio of managers who guide Artisan Mid Cap to excellent long-term results.
Continue reading Artisan (ARTRX): An 'opportunistic' best buy
| # | Blogger | Posts | Cmts |
|---|---|---|---|
| 1 | Joseph Lazzaro | 101 | 0 |
| 2 | Tom Johansmeyer | 94 | 3 |
| 3 | Connie Madon | 50 | 0 |
| 4 | Steven Mallas | 42 | 0 |
| 5 | Mark Fightmaster | 39 | 0 |
| 6 | Tom Taulli | 38 | 0 |
| 7 | Steven Halpern | 29 | 0 |
| 8 | Trey Thoelcke | 28 | 0 |
| 9 | Melly Alazraki | 25 | 0 |
| 10 | Zac Bissonnette | 23 | 0 |
| 11 | Paul Foster | 23 | 0 |
| 12 | Jim Cramer | 20 | 0 |
| 13 | Brent Archer | 20 | 0 |
| 14 | Jon Ogg | 20 | 0 |
| 15 | Brian White | 20 | 0 |
| 16 | Eric Buscemi | 17 | 0 |
| 17 | Elizabeth Harrow | 17 | 0 |
| 18 | Sheldon Liber | 13 | 0 |
| 19 | Beth Gaston Moon | 8 | 0 |
| 20 | Sam Collins | 7 | 0 |
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