Ankur Crawford, Thomas O'Halloran, and Patrick KellyAlger Funds; Lord Abbett; Akin Oyedele/Business InsiderThe stock market surged by more than 20% in 2024, surprising most strategists.Growth-focused mutual fund managers excelled, driven by investments in technology firms.They remain optimistic for 2025, despite concerns over valuations and tariff impacts.This year's 25% stock-market surge surprised most strategists, though a handful of fund managers seemed to know what was coming.An analysis of the top-performing mutual funds of 2024 found that, unsurprisingly, growth-minded managers fared best again this year.Artificial intelligence remained all the rage, as investors poured money into mega-cap technology companies like Nvidia and Alphabet that are at the forefront of this movement.
How The Top Stock Fund Managers Of 2024 Outwit Their Peers — And Their Big Bets For 2025
cji@businessinsider.com (Christine Ji,James Faris,Laila Maidan,William Edwards), Business Insider
Sun, 12/29/2024 - 3:30am
Topics: going into 2025, i halloran: lord abbett focused fundmatthew deciccio, thomas o akin oyedele/business insiderthe president-elect trump wall street journal december shilpa marda mehra fed meta platforms eli lilly coherent9 mario abularach stephen mortimerhartford growth opportunities the mag servicenow8 john rabroker faang rocket lab mastercard7 m nelsoncalamos timpani smid growth russell brandon nelson gdp axon enterprise axon october sterling infrastructure adma biologics radnet ftai aviation fair issac the descartes systems group godaddy natera6 matthew decicco vernon bicelord abbett focused akin oyedele/business insider2024 lord abbett focused growth mercadolibre natera applovin5 patrick kellyalger focus equity blackwell rubin taiwan semiconductor manufacturing vertiv holdings dennis lynch lynchmorgan stanley investment managementafter sandeep sam g chainan january united states cloudflare affirm samsara microstrategy global e online roblox3 wronaone rock big tech ai."ticker onerxyear-to-date enphase energy palantir technologies ambarella asml microsoft2 advanced micro devices june ticker bfocxyear-to-date uber semiconductor1 doyle's kinetics paradigm tpl corp landbridge live nation entertainment caci international howard hughes franco-nevada cboe global markets associated capital group brookfield asset managementread ankur crawford thomas o'halloran patrick patrick kellyalger business insider alphabet magnificent seven tesla meta wall street shilpa mehra fidelity trend mehra mag nvidia apple ai november amazon microsoft meta axon enterprise stephen mortimer hartford growth opportunities mortimer broadcom netflix spotify keith lee henry he john rabroker american century focused dynamic growth morningstar salesforce chipotle mexican grill rock nelson calamos timpani smid growth axon enterprise ai ai applovin vernon bice o'halloran bice decicco september crawford kelly alger focus equity nvda app environmental taiwan vertiv lynch david cohen sandeep chainan morgan stanley insight the trade desk doordash shopify wrona coinbase amd fobes berkshire focus vertiv doyle kinetics paradigm paradigm pacific land texas brookfield top stock peers bets companies return potential technology company strong software performance returns driven higher team firms healthcare drive list years services bullish competitive revenue primarily utilities lead hardware broaden outperformance helped ability mutual valuation economy economic multiples early believes products rates caps consumer positive allocation data picks broader sectors advantages cheap robust largely due late high profits backdrop massive analysis reflects discretionary demand build centers mega-cap deploy outperformed healthy marked stalwarts concerns small strategists tariff benefit told positions quality faster mega success sheet gfl confident valuations benefited favorite diversified semiconductors catch estimate consistently beneficiaries crypto place seek bottom-up people unique means challenge areas revisions names western expects strategies support power played reports portfolio electricity beat above-average launch prospects
BING NEWS:
- Looking for Managers Who Focus on the Big Picture? Consider a Macro Fund.
Bernstein isn’t someone who ignores the big picture. While most fund managers are self-styled bottom-up stockpickers who study individual companies, he has a top-down macroeconomic focus on broad ...
12/31/2024 - 8:35 pm | View Link - How the top stock fund managers of 2024 outwit their peers — and their big bets for 2025
How 2024's top-performing fund managers leveraged AI and growth stocks, with insights into their strategic bets for the market in 2025.
12/28/2024 - 9:31 pm | View Link - More
Welcome to Wopular
Wopular is an
online newspaper rack,
giving you a summary view of the top headlines from the top news sites.
Senh Duong (Founder)
Wopular,
MWB,
RottenTomatoes
MoviesWithButter : Our Sister Site
- "Expendables 4" Starts Shooting This Fall, Says Randy Couture at the Arnold Sports Festival more
- “Expendables 4” Gets Funding Interest from “Ip Man 3” Financier more
- "Ip Man 3" Distributor Suspected of Box Office Fraud, Parent Company Loses $200M in Market Cap more
- Yen Targets "Ip Man 4" for 2018 Release; Discusses Film with Director, Producer more
- "Ip Man 3" Shatters Expectations with $72M Opening [China Box Office] more