Richard England, manager of the $1.6 billion
Calvert Equity Portfolio [
see profile], is bullish on the “unloved” financial sector,
InvestmentNews reports.
England, who manages the fund along with two other PMs and five analysts on a subadvisory basis at
Atlanta Capital Management LLC, is currently overweight financial sector stocks to the tune of 17.5 percent versus a 14 percent weighting by the S&P 500. England reportedly favors JPMorgan Chase & Co., Wells Fargo & Co., Franklin Resources Inc.
[see profile], and T. Rowe Price Group Inc.
[see profile].
In addition, England is also reportedly bullish on technology stocks. 
Edited by:
Hung Tran
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