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BusinessWeek March 22, 2004	A Bargain Hunter With A Wide Scope Bill Fries weaves many investing disciplines together at the Thornburg Value Fund
Financial Planning May 1, 2005 Ilana Polyak	Fund Manager Profile: Uncommon Value Thornburg's William Fries stays ahead of the pack by keeping his mandate flexible.
Investment Advisor April 2006 Kathleen M. McBride	Anything but Middling Munder's Mid-Cap Core Growth Fund's Tony Dong has prospered by finding growth wherever.
Registered Rep. March 1, 2003 Stan Luxenburg	Going to Extremes Used as the "explore" part of a "core and explore" strategy, focus can indeed help produce alpha (outperformance).
Financial Planning January 1, 2006 Donald Jay Korn	Outlook 2006 An informal survey of investment strategists found an upbeat economic outlook for 2006: Panic and Euphoria... Has Technology's Time Come?... Bond Parsing... Overseas Picture... Fiscal Forecast...
Financial Advisor August 2010 Marla Brill	Bad News Bull This value manager looks for companies that he considers undervalued, consistent earners or emerging franchises.
Financial Advisor November 2004 Marla Brill	To The Contrary Victory Diversified manager finds success in taking a different point of view.
Financial Planning August 1, 2005 Donald Jay Korn	In Front of Your Face Financial services funds have been among the most consistent performers in the last five years. Then why do investors have so little regard for them?
Financial Advisor June 2006 Marla Brill	Going Everywhere For the first time in its five-year history, Thornburg Core Growth Fund -- a multicap growth fund that usually leans toward small- and mid-cap stocks -- is finding more enticing investment opportunities in larger companies.
Registered Rep. February 1, 2005 Stan Luxenberg	Look Over There, but Beware Though foreign shares can help to diversify portfolios, some advisers are wary of the sudden move abroad. International stocks can be volatile.
Investment Advisor January 2006 Kathleen M. McBride	China Hand As advisors seek portfolio diversification for their clients, investments in emerging markets have been receiving a great deal of attention. Here, Templeton World China Fund's Mark Mobius discusses his $151 million top-performing equity fund.
Financial Advisor July 2005 Marla Brill	A Fund For Tough Times More advisors are using the Permanent Portfolio Fund as a hedge. The fund balances its position in value-oriented commodity stocks with a 15% allocation to aggressive growth stocks in about a dozen industry groups.
Investment Advisor January 2006 Kathleen M. McBride	Many Happy Returns Stratton Growth Fund has displayed a disciplined approach to all-cap value investing that has outperformed for decades.
Financial Advisor August 2005 Marla Brill	Poised For Improvement Manager of the Nicholas Limited Edition Fund contends that as the economic recovery matures, investors will once again give the nod to small growth companies with steady earnings.
Financial Advisor November 2003 Marla Brill	Al Frank Fund Chief Struts His Stuff John Buckingham of the Al Frank Fund looks to play a recovering economy.
The Motley Fool March 24, 2005 Nathan Slaughter	Mutual Fund Meltdown Have you assembled your funds in a carefully orchestrated portfolio or in a haphazard collection? Collecting mutual funds is not a safe pastime. It's a financial disaster waiting to happen.
BusinessWeek March 22, 2004	Q&A with Bill Fries The Thornburg Value Fund's manager says he adds some growth picks to his portfolio to create "a product that's good for all seasons"
Registered Rep. November 1, 2005 Stan Luxenberg	The Worthy Tired of lackluster performance, investors have been ignoring large-cap domestic funds. Instead, foreign funds are all the rage. But, there are still good reasons for many investors to consider active large-cap managers.
Financial Advisor June 2004 Kevin M. Wilson	Why Value Beats Growth Portfolios using asset allocation combined with value investing produce better financial results. How should you advise clients to invest?
Financial Advisor June 2005 Marla Brill	Fishing For Fallen Angels Putnam's David King shops for bargains among tarnished growth stocks.
Financial Planning January 1, 2005 Donald Jay Korn	Another Ride Are advisers and their clients really ready to get on the technology fund roller coaster again?
Financial Advisor October 2005 David Reilly	Is Risk Really A Four Letter Word? Once esoteric investing strategies, such as managed currency and commodity futures, real estate, short selling, arbitrage and event-driven strategies, allow portfolio risk management to be taken to the next level. Advisers, take note.
BusinessWeek September 12, 2005 Lewis Braham	Building A Focused Fund Of Your Own Portfolios of under 50 stocks have outrun the market with less risk. Here's how they do it.
The Motley Fool January 20, 2006 Doug Short	Competing With the S&P 500 If you want to increase your chance of beating the S&P 500 year after year, one good way is to broaden your investment choices to include a generous mix of smaller caps and international equities. Mutual funds and ETFs offer an easy means to get that degree of breadth.
Financial Advisor April 2004 Jeff Schlegel	Seeing More Growth In Growth Observers predict continuing opportunities in growth funds this year.
Investment Advisor March 2006 Kathleen M. McBride	Acting Like He Thinks If you're considering a large-cap growth fund, don't forget James P. O'Shaughnessy's Dreyfus Premier Alpha Growth Fund/B. Here's an interview with the fund manager.
Investment Advisor September 2005 Kathleen M. McBride	Bank on It David Ellison of the FBR Small Cap Financial Fund uses a "mathematical hunt and peck" method to find sterling bank stocks.
Financial Planning April 1, 2006 Len Reinhart	The Equity Puzzle Stocks are a critical component of lifetime investment plans, but clients need more than cookie-cutter allocations and market-mirror index funds.
Financial Advisor January 2006 Marla Brill	Bold Bets Fund managers who run concentrated portfolios offer a refreshing departure from the increasingly popular practice of far-reaching, benchmark-centric investing.
Entrepreneur December 2004 Dian Vujovich	Black Gold Oil is key to the success of ING's Russia Fund.
Financial Advisor December 2005 Eric L. Reiner	Where Are We Headed? Investment experts reveal where they believe the returns are as slower growth is predicted for 2006.
Financial Advisor January 2006 Marla Brill	Waiting For The Worm To Turn John Wallace, manager of the RS Midcap Opportunities Fund, says 2006 could be the year for growth stocks to rebound.
Financial Planning November 1, 2005 Bob Hirschfeld	Good News for Growth Large-cap growth funds are finally starting to buck a five-year trend.
BusinessWeek April 17, 2006 Roben Farzad	Blue Chip Blues How long will the stocks of America's largest companies remain weaklings on Wall Street?
Financial Planning May 1, 2005 Donald Jay Korn	Foreign Intrigue Financial planners need a passport to follow the money that's flooding into overseas mutual funds, but the wave may be about to break.
BusinessWeek October 10, 2005 Lewis Braham	The Growing Interest In Growth Stocks Lately growth stocks are outrunning value funds.
Registered Rep. March 1, 2006 Stan Luxenberg	The Problem of Success If you overweighted clients' small-cap stock funds exposure a few years back, you're looking like a genius. But what now? Anyone seeking a small-cap choice faces a hard problem: Nearly all the top candidates have been closed.
Financial Advisor October 2004 Alan Lavine	Pondering The Fate Of Mid-Cap Stock Funds Is the market rotating away from this once-hot sector?
Financial Planning March 1, 2006 Solow & Kitces	Test Your Tactical IQ One of the most basic decisions a planner must make is whether to follow a passive or active approach to managing client portfolios. Take this quiz to see if you're ready to become a more active asset allocator.
Financial Planning April 1, 2005 Kristen French	5 Investors to Follow A look at five fund managers with a winning view of the world. #1: The Leisure-Time Investor... #2: The International investor... #3: The Preservationist...
The Motley Fool August 25, 2004	Asset Allocation for Retirees A helpful way to approach asset allocation is to jot down how much you have, how much you want to withdraw each year, how quickly you expect your nest egg to grow invested in your various options, and how long your money needs to last.
Financial Advisor February 2004 Marla Brill	Searching Overseas Causeway fund looks for value in Europe and Asia.
Financial Advisor April 2006 Blank & Psoras	When Sin Is Superior Eliminating vice stocks from portfolios may mean lower returns.
Financial Advisor January 2005 Alyn Ackermann	International Rules Financial professionals look to international equities for earnings growth. The correlation between U.S. markets and larger companies in developed markets, and large-cap corporations around the world, has steadily increased in recent years.
Investment Advisor November 2006	Blending In Nicely Although value stocks have outperformed growth over the past few years, some observers believe growth is poised for a rebound. By investing in a blended fund, one can possibly ignore the eternal pendulum between growth and value.
Entrepreneur June 2005 Dian Vujovich	Living Large Large-cap companies are looking attractive again.
Investment Advisor August 2005 Angelina Dance	S&P Mutual Fund Sector Focus: Small-Cap Growth Still Packing a Punch Growth investing, particularly in the small-cap sector, has traditionally been considered a high-risk approach, yet in the past several years has proven to be rewarding.
Financial Planning January 1, 2005 Bernard R. Horn	Global Goodies It's not risky to invest overseas--in fact, it's riskier not to. Exchange rates and political and economic risks can mitigate returns, but experienced global equity managers know how to navigate foreign markets by making solid stock picks.
Financial Planning January 1, 2005 Donald Jay Korn	Fancy Footwork Just as the economy is expected to muddle through this year, consensus forecasts indicate parallel plodding in the financial markets, with unspectacular returns for stocks and bonds. Financial planners seeking to thrive in 2005 may need to develop new tactics.
Financial Advisor December 2004 Raymond Fazzi	Are Low Returns Here To Stay? With the economy on course for more than 3% growth this year, there is reason to hope for sustained growth in 2005. Some market watchers say that as investors come to grips with low returns, there may be a movement of investment dollars from passive to active management vehicles.