Die besten Nordamerika Aktienfonds - Seite 3

Going forward, we believe that companies are poised to begin hiring as they work to keep pace with rising demand. Typically, employment rises after big gains in productivity, which is common at the end of recessions and the beginning of recoveries. In the fourth quarter we continued to see a surge in productivity as companies squeezed more out of remaining workers to boost earnings."

Joshua Chisari, Portfolio Manager "UBS (Lux) Eq S - USA Growth (USD) P-acc" (11.03.2010): "The unprecedented stimulus has already, and will continue to, had a very positive impact on the economy and as an extension the market. The key to watch will be how stimulus is extended and as certain plans roll off, in particular the portfolio of bad MBS that the government has amassed, how the unwinding is handled."

e-fundresearch: "Welche Über- und Untergewichtungen haben Sie derzeit in Nordamerika Aktien umgesetzt?"

Portfoliomanagement Janus Capital Group, "Janus US Twenty A USD Acc" & "Janus US All Cap Growth A USD Acc" (11.03.2010): "Over- or underweight positions are a residual of our bottom up stock selection approach. We have multiple US-focused strategies with each oneuniquely positioned based on the portfolio manager's or portfolio management team's individual holdings."

Eric McLaughlin, Senior Investment Specialist, U.S. Equities, "Fortis L Equity Growth USA Cap" (11.03.2010): "Our portfolio is designed to be well diversified and neutral versus the Russell 1000 Growth Index at the sector and industry group level. Rather than have our portfolio managers and analysts spend their time making top-down decisions, they spend all their time analysing companies so they can build the portfolio with their highest conviction stock ideas. We don’t have over and under weight positions from an allocation perspective, but we do at the stock level, where we implement our high conviction ideas."

Joshua Chisari, Portfolio Manager "UBS (Lux) Eq S - USA Growth (USD) P-acc" (11.03.2010): "We are currently finding the greatest opportunities in the Health Care and Consumer Discretionary spaces where valuations don't come close to fairly reflecting the potential for the future growth of these companies. On the other end of the spectrum we are underweight Consumer Staples where, because of their defensive nature and the market environment of the last few years, we are not finding the same valuation opportunities."