Randall Coleman

About Randall Coleman

Randall Coleman, CFA is a portfolio manager focused in international and small/mid cap securities. Before joining ACM, Randall was the co-manager of the Salient Dividend Signal Strategy® portfolios. Previously, Randall was a portfolio manager and analyst for Berkeley Capital Management. In 2008, Forward Management acquired Berkeley, and subsequently in 2015, Salient acquired Forward. Before joining Berkeley in 2001, Randall was a portfolio manager at London Pacific Advisors, specializing in small and mid-cap domestic equities. He has worked as a computer programmer and as a lobbyist aid in California state government. Randall is a CFA® charterholder and holds a Bachelor of Arts from the University of California, Davis as well as an MBA from Thunderbird, the American Graduate School of International Management.

By Randall Coleman, Portfolio ManagerFootball is back. I’m not much of a sports fan, but I’m vaguely aware of the phenomenon. I know the basic rules of each game, the color and shape of the ball or puck or whatever it is they score with. I know when the season rolls around because the office…

By Randall Coleman, Portfolio Manager US traded China ADRs were dealt a severe blow last week by regulators on both sides of the Pacific, causing a dramatic and uneven loss of value in China-based stocks. The brunt of the damage came from the for-profit education industry in China, where regulators have mandated companies move to…

Corporate Raiders! Barbarians at the Gate! Activist Investors! Today’s activist headlines are definitely not the same as the likes from 20 years ago. Yes, Carl Icahn and Nelson Peltz are two of the most recognized names when the topic of corporate raiders comes up, but the eye-catching ones today show the evolution of activism in…

This week marks a year since pandemic lockdown altered our lives forever. To say it has been a strange year would be a gross understatement. It has been extraordinarily strange. Everything changed. Work, travel, living arrangements, simple trips to the store, doctor visits, movies, coffee shops, football games, baseball games, birthday parties, you name it,…

The word of the week is “inauguration.” Wednesday is inauguration day, bringing with it all the pomp, circumstance and government transition associated with it. The United States will have a new president and vice president and how will markets will react? (Quiz time!): Stocks will A. Surge; B. Plummet; C. Remain Unchanged; D. None of…

Tuesday, November 3rd is coming fast. That this particular Tuesday is a presidential election day comes as no surprise. Since 1845, the first Tuesday after the first Monday in November has been election day, and in years divisible by four, that Tuesday is a presidential election day. Markets don’t like surprises and it’s hard to…

When I wrote this weekly commentary in July, Elon Musk had just overtaken Warren Buffet on the Bloomberg Billionaires Index. Well, what a difference six weeks can make. As of August 31, Elon had rocketed ahead of Warren, adding another $33 Billion to his nest egg. In that commentary, I posed a simple question: how…

Financial websites were abuzz Friday afternoon with the news that Elon Musk had overtaken Warren Buffet on the Bloomberg Billionaires Index. Tesla (founded by Musk) shares popped 10% that day, adding $6 Billion to Musk’s personal fortune. For the year-to-date period, Tesla has gained a whopping 269%. Meanwhile, the world’s preeminent blue blood investor, Mr….

I had the dubious honor of writing this commentary last time on January 27, just before things got really weird. In that piece, I posed two questions: Will it get worse? and Will it be disruptive? As the months drew on, my questioning changed. I wrestled with the question of permanence versus transitory behavioral changes….

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