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Posts Tagged ‘Katrina Dudley’

Picking Stocks, Stock-by-Stock

March 7, 2012 Comments off

Who doesn’t love a bargain? Scoring something sought-after at a discount can be as thrilling for shoppers on Main Street as deal-hunters on Wall Street. Ferreting out finds takes time, though, and not everyone has the patience—or the resources—to do that legwork.  But Katrina Dudley, portfolio manager with Mutual Series® , is a savvy stock shopper with ample amounts of both. Read on for a taste of her stock-picking approach as inspired by the Mutual Series’ guiding principle:  “buy a dollar’s worth of assets at a discount.”         

  • Macro considerations are important, but they don’t change our stock-by-stock selection process
  • Volatility is here to stay, but it can create opportunity 
  •  We’re looking at the company-level impact of macro influences like eurozone austerity
  • Many European companies are readjusting their cost base, becoming more competitive Read more…
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