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Jackie Davalos

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'Most people are afraid': Tocqueville PM James Hunt's contrarian calls

'Most people are afraid': Tocqueville PM James Hunt's contrarian calls

citywireusa.com — James Hunt believes true contrarian investors should be attracted to fear. It’s an approach that has reaped rewards for his Tocqueville International Value fund.

'He was screaming at us': Meet the manager who stood up to Russia

'He was screaming at us': Meet the manager who stood up to Russia

citywireusa.com — A run-in with a former Soviet leader wasn't enough to put TCW's Penny Foley off her stride. She's still putting her 40 years experience to work on the front line of emerging market debt.

Do infrastructure funds still have return potential?

Do infrastructure funds still have return potential?

citywireusa.com — Investors have been buying big in infrastructure recently, but harder times might be on the horizon.

Boutique of the Week: SKY Harbor

Boutique of the Week: SKY Harbor

citywireusa.com — SKY Harbor’s Hannah Strasser and Anne Yobage are making their mark in ESG-oriented high yield after more than 30 years in the industry.

Costs v conflicts: Should researchers run their own funds?

Costs v conflicts: Should researchers run their own funds?

citywireusa.com — As Morningstar unveils the manager line-up for its long-awaited range of mutual funds, we take a look at the rationale for the move, from it and other gatekeepers.

'A suicide mission': Gundlach questions Fed hikes as debt expands

'A suicide mission': Gundlach questions Fed hikes as debt expands

citywireusa.com — Gundlach warned of a weaker dollar, slowing global growth and overvalued corporate bonds in a webcast on Tuesday.

Fresh flows show macro strategies are back in fashion

Fresh flows show macro strategies are back in fashion

citywireusa.com — Greater investor interest in macro strategies is helping the category overcome a difficult start to the year.

Top tech PMs look beyond FANGs for bite

Top tech PMs look beyond FANGs for bite

citywireusa.com — The casual investor could be forgiven for thinking two things about the technology sector. Firstly, that tech just means the FANG stocks: Facebook, Amazon, Netflix and Google. Secondly, that the sector has had a tricky time in 2018. Neither is quite true.

Boutique of the Week: Inside a Nobel Prize winner's fund

Boutique of the Week: Inside a Nobel Prize winner's fund

citywireusa.com — Most investors try to avoid mistakes, but the portfolio managers at Fuller & Thaler Asset Management actively seek them out. The important distinction is that they try to look for the mistakes that other investors have made in an effort to exploit them.

Emerging market managers spy Russian returns

Emerging market managers spy Russian returns

citywireusa.com — Russia may be generating plenty of negative headlines, but positive returns are on offer for those willing to invest.

'The bane of my existence': Investors seek $20m from collapsed vol fund

'The bane of my existence': Investors seek $20m from collapsed vol fund

citywireusa.com — Investors in LJM's liquid alts fund have lost millions after volatility spiked in February, forcing the manager to shut up shop

How do you solve a problem like Korea?

How do you solve a problem like Korea?

citywireusa.com — Troubles with the North have made the headlines, but South Korea is facing up to the challenge of reform.

'I'm often the only woman in the room': Why manager research needs diversity

'I'm often the only woman in the room': Why manager research needs diversity

citywireusa.com — Citywire brought together some of the most influential women in manager research to discuss the lack of gender diversity in asset management, possible solutions to that, and the wider problems of measuring manager performance.

Hedge funds eye renaissance as volatility returns

Hedge funds eye renaissance as volatility returns

citywireusa.com — Hedge funds are blooming as investors get nervous about the bull run in equities.

'Have the confidence to say you belong': 8 top women investors share their success stories

'Have the confidence to say you belong': 8 top women investors share their success stories

citywireusa.com — ‘Have the confidence to say you belong’: 8 top women investors share their success stories

Liquid alts fund falls 56% as volatility bet backfires

Liquid alts fund falls 56% as volatility bet backfires

citywireusa.com — The LJM Preservation & Growth fund has dropped 56% since the start of the week as its volatility strategy backfired dramatically when the Cboe Volatility Index (VIX) spiked. Wall Street's fear index has shot up during this week's sell-off, spiking at almost 50 early Tuesday morning, before dropping off to finish the day at around 37.

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