Ben Baris • July 24, 2014
Glenview’s Larry Robbins and Omega Advisors’ Leon Cooperman both touted life sciences stalwart Thermo Fisher Scientific at the recent Delivering Alpha conference.
Julie Segal • July 21, 2014
Leon Cooperman, Larry Robbins and Greg Williamson were among a group of top investors who shared their insights with us for an upcoming video series.
July 21, 2014
Matt Kamm of Artisan Partners considers three factors before investing in equities: competitive protection, reasonable valuation and accelerating profit cycles.
Aaron Timms • July 16, 2014
As established, ‘old’ tech and media firms pursue new partnerships, some VCs see more opportunity in companies like Google and Facebook than the next wave of disruptive startups.
July 16, 2014
Get real-time updates on the conversations happening at the annual Delivering Alpha conference, hosted by Institutional Investor and CNBC.
David Turner • July 15, 2014
With inflation stirring, corporations have started using their cash to boost return on equity and reward investors.
July 14, 2014
Troughing business cycles and poorly structured industries are two things Mark Finn of T. Rowe Price looks for when identifying high quality companies to invest in.
Katie Gilbert • July 10, 2014
Since taking root in the U.S. renewable energy market a year ago, yield cos are gaining steam among a variety of investors for their steady dividends.
Craig Mellow • July 09, 2014
A year and a half after its IPO, MOEX shares are proving to be a rare investor magnet amid the region’s geopolitical uncertainties.
July 07, 2014
Companies with high returns on capital, sustainable competitive advantages and good balance sheets are those that will win over time, say ClearBridge Investments's Brian Angerame and Derek Deutsch.
Vita Bekker • July 01, 2014
Facing a sluggish economy and weak markets at home, Brazil’s asset managers are looking to expand in Latin America and beyond in search of growth.
June 30, 2014
Over 90 percent of Loomis Sayles's assets under management have outperformed their benchmarks over the past 5 years. Portfolio manager Rick Raczkowski explains how.
June 23, 2014
Daring to be different involves taking risks, says Dan Roberts of Mackay Shields, and that's how you spot opportunities.
S.L. Mintz • June 20, 2014
Among the important lessons learned from our First-Quarter 2014 Corporate Buyback Scorecard: Return on investment means little if your buyback lacks size.
Jan Alexander • June 18, 2014
KKR's 2012 acquisition of Girish Reddy's fund-of-hedge-funds firm Prisma was a move in the right direction. Two keys to its success: Ties to Goldman Sachs and the promise of independence.
June 16, 2014
J.P. Morgan portfolio managers Tom Luddy and Susan Bao describe how the firm's culture and strong belief in the importance of future cash flow impact their investment decisions.
Dave Iben • June 15, 2014
Russia has its problems, but investors who have recently abandoned the country are missing a once-in-a-lifetime opportunity.
June 11, 2014
Bruce Berkowitz, II's 2014 Money Manager of the Year, describes the value approach that has paid off for investors in his Fairholme Fund.
Julie Segal • June 11, 2014
The renowned value investor explains why it’s crucial to stick with your investment convictions when everybody else is running in the other direction.
Craig Mellow • June 09, 2014
Russia is gung ho about HFT according to the Moscow Exchange’s Roman Sulzhyk, but China and India have taken steps to discourage this practice.
© 2014 Institutional Investor LLC. All material subject to strictly enforced copyright laws.
Please read our
Term and Conditions and