Perform Newsletter

Perform (Funds) Newsletter - First Quarter 2012

Here's your digital first-quarter 2012 edition of Perform, the quarterly newsletter of Turner Investments.

In this issue, you'll see these stories:

• Why we think financial-services stocks could be among the market leaders in 2012.
   
• Why Frank Sustersic, senior portfolio manager/global security analyst, prizes health-care companies that don’t need a rebound in utilization rates to grow.
   
• Why we think earnings should propel stocks higher in 2012, in the view of Mark Turner, president and senior portfolio manager.
   
• Why we think growth stocks should be a part of any truly diversified global stock portfolio, according to our latest position paper by Chairman and Chief Investment Officer Bob Turner.
   

We welcome your feedback on Perform. Please e-mail us at jpolicastro@turnerinvestments.com.

The views expressed represent the opinions of Turner Investments and are not intended as a forecast, a guarantee of future results, investment recommendations, or an offer to buy or sell any securities. There can be no guarantee that Turner will select and hold any particular security for its client portfolios. Earnings growth may not result in an increase in share price. Past performance is no guarantee of future results. For institutional client and intermediary use only.