John Coumarianos
John Coumarianos
grown houses hurt money wire
The big wire houses haven't grown up as money managers, which has hurt them.
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.