Covestor portfolio managers in the news

Covestor portfolio managers have looked into their crystal balls and shared their 2015 outlooks with several major media outlets in recent months.

Jane Edmondson, who oversees the Mid Cap Quant portfolio and Barry Randall, who runs the Crabtree Technology portfolio, were both selected for US News & World Report’s Top 15 Investing Tips for 2015.

crystal ball 2015 outlook

Banks and smartphones

Edmondson suggested “banking on regional banks” as her 2015 tip of the year.

“Shares of regional banks are particularly leveraged to rising interest rates. The ongoing housing recovery has improved the quality of their balance sheets, positioning them for growth,” she said.

Randall recommended smartphone suppliers’ stocks for the US News annual top investing tips feature.

“You don’t have to care [which smartphone] wins in the retail marketplace, because your company is already supplying the eventual winner.”

Other Covestor portfolio managers in the news:

  • Dan Plettner, who manages the Long / Short Opportunistic portfolio and four other portfolios on Covestor, was featured in a profile by The Street TV: Closed End Fund Investor Reveals His Strategy for Unlocking Value.
  • Hengfu Hsu, CEO of Analytic Investment Management, who offers eight portfolios on Covestor, including the Opportunistic Value portfolio, shared his 2015 outlook on The Street. Hsu predicted that the bears will probably come out of hibernation when broad-based investors turn to buy-and-hope strategies again and become euphoric about the stock market.
  • Bill DeShurko, founder of 401 Advisor who runs two portfolios, including the Dividend and Income Plus portfolio, told Main Street that most investors should stick with an asset allocation strategy.

Photo Credit: Bonita Suraputra via Flickr Creative Commons