John Coumarianos
John Coumarianos
aggressive although attention cash confident earnings flow generation help miss peers prospects send stock tech
We're confident about the longer-term prospects for the fund. Although it may not keep up with its more aggressive peers in a tech rally, we think its attention to long-term cash flow generation can help it in a slower-growth environment, when an earnings miss can send a richly priced stock reeling.
grown houses hurt money wire
The big wire houses haven't grown up as money managers, which has hurt them.