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Registered Rep. February 1, 2006 Stan Luxenberg	Do-It-Yourself Funds of Funds The real deal breakers for financial advisors with wealthy clients who have sophisticated needs are that hedge funds tend to be illiquid and lack transparency. Here's how to use mutual funds that use hedge fund strategies to solve this problem.
Registered Rep. February 1, 2005 David A. Twibell	On Neutral Ground Interest in market-neutral strategies exploded during the bear market, and the funds have sustained their popularity through the market's comeback.
Financial Planning September 1, 2006 David A. Twibell	When Neutral Is Good Market-neutral funds seek to minimize market risk while generating equity-like returns.
Financial Advisor June 2005 Alan Lavine	Market-Neutral Funds For Sideways Markets Inconsistent past performance means advisors must proceed with caution. Unfortunately, the funds with the best longer-term track records are closed to new investors. Nevertheless, their performance is worth noting in case they reopen.
BusinessWeek September 13, 2004 Anne Tergesen	Time To Hedge On Hedge Funds? New research shows that returns are sliding, and some don't help you diversify.
Financial Planning July 1, 2005 Donald Jay Korn	How Super Are Hedge Funds? They're today's happening investment, but advisers and clients who are swooning over hedge funds should bear in mind that there are many reasons these super-investments don't deserve their glorified image.
Financial Advisor August 2007 Marla Brill	Hedging Your Bets A growing group of market-neutral mutual funds have distilled the essence of hedge fund investing into a more regulated, liquid and accessible format.
Financial Planning December 1, 2007 Donald Jay Korn	Hedge Funds Redux Despite a midsummer month's nightmare, hedge funds are still pointing to successful records and raking in money.
Investment Advisor August 2005 Jeff Joseph	Hedgeworld Hedge Fund Focus: Institutions Are Still Committed Two recent surveys provide insights into the current state of hedge funds and their longer-term performance.
BusinessWeek December 12, 2005 Lewis Braham	Funds Made To Deliver "Absolute return" mutual funds aim for a positive result no matter how the stock market does.
Financial Advisor January 2006 Evan Simonoff	The Return Of Activist Investing Franklin-Templeton's Mutual Recovery fund is a hedge fund alternative. The fund focuses on three investment strategies: risk arbitrage, distressed securities and special situations., according to manager Mike Embler.
Financial Advisor October 2011 Juliette Fairley	Staying Afloat Hedged equity mutual funds provide protection against downside risk, but they are costly.
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 December 1, 2009 Donald Jay Korn	Hedge Fund Backlash Investors deserted hedge funds in droves in 2008, angered by the perceived arrogance of managers who weren't holding up to their promises.
Financial Planning August 1, 2008 William Harding	A Different Mix As investors suffer through this year's unstable market, the wounded are talking about alternative investments.
The Motley Fool March 19, 2004 Rick Aristotle Munarriz	3 Tasty Fund Plays Not all mutual funds are created equal or equally bad.
Registered Rep. September 1, 2005 Stan Luxenberg	Convertible Opportunities With prices down now, this could be an opportune moment to build a long-term position in convertibles. Despite the recent woes, convertibles have produced an impressive long-term record.
Financial Advisor November 2003 Alan Lavine	Alternate Ways To Hedge Portfolios Should you put your well-heeled clients into unregistered or registered hedge funds? Or is it better to select a mutual fund that uses hedge-fund tactics and is managed by a registered investment company?
AskMen.com April 14, 2002 Rashmikant Patel	Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs...
Registered Rep. November 1, 2002 Dave Tsujimoto	In Defense of Hedge Funds Here's why any rep with high-net-worth clients ought to become familiar with the nuances of hedge funds.
The Motley Fool March 2, 2005	Hedge Funds Explained While the word "hedge" conjures up images of investors cautiously hedging their bets, hedge funds are often extra-risky, volatile investment vehicles that demand huge upfront investments, sometimes in the millions.
Financial Planning December 1, 2005 Marshall Eckblad	Hedge Funds Behind the Curtain New research shows the theoretical underpinning of a potential future line of mutual funds that will offer various hedge fund strategies to average investors.
Financial Planning December 1, 2008 Suzanne McGee	The Perfect Alternative Is there an asset class for your clients portfolios whose price moves in the opposite direction to that of mainstream investments like stocks and bonds?
Registered Rep. March 1, 2005 Neil O'Hara	Dearth of Easy Pickings? Now that retail investors are able to partake of hedge funds in unprecedented numbers, some are calling hedge investing a bubble about to be popped... Largest SEC Registered Funds of Funds... Hedge Fund Index Performance...
Financial Planning July 1, 2005 Ilana Polyak	Fund Manager Profile: The Bad-News Bear The Prudent Bear's David Tice, a perennial short-seller, sees a whole lot of pain coming to the market. He wouldn't have it any other way. In his fund, Tice shorts about 100 individual stocks.
Registered Rep. June 1, 2005 Stan Luxenberg	This Year's Model Now that technology is out of favor, new specialists have appeared, promising to produce returns in erratic markets. With the U.S. trade deficit swelling, several funds offer protection against the falling dollar.
BusinessWeek July 18, 2005 Adrienne Carter	Pushing Index Funds A Bit Higher Mutual funds that start with indexing and then tweak here and there to help increase returns.
Investment Advisor October 2007 Jeff Joseph	Sub-Prime Returns Redux August appears to have been the worst month for hedge funds since May 2006, when 70% of all hedge funds fell. The first two weeks of the month saw continued woes in subprime mortgage securities.
Financial Advisor January 2005 Marla Brill	Investment Moves For 2005 Advisors proceed cautiously as interest rates rise and the dollar falls.
Financial Advisor May 2004 Gene Swanzey	Hedge Funds Can Complement Modern Portfolio Theory Active management can result in higher risk-adjusted returns.
Financial Planning February 1, 2006 Joan Warner	The Case For Portable ALPHA As international markets become more correlated, the need for financial advisers and money managers to access greater diversification -- while hedging risk -- could make this strategy investing's next hot model.
Financial Advisor February 2004 Evan Simonoff	The Other Side Of Hedge Funds Some advisors are using hedge funds to minimize risk, not boost returns.
Registered Rep. June 1, 2004 Stan Luxenberg	Escape Is Rarely the Safest Bet Don't tell Brandywine Fund that fleeing stocks for cash is a safe, conservative maneuver. Several mutual funds now have a substantial portion of their assets in cash. Is this a good idea?
Finance & Development June 1, 2006 Angel Ubide	Demystifying Hedge Funds In an effort to soothe worries about transparency and supervision, public authorities are trying to develop new approaches to meet the public's need for financial system stability and investor protection while enabling investors to enjoy the benefits that hedge funds bring to financial markets.
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.
Registered Rep. February 28, 2007 Stan Luxenberg	A Market Sell Off? What Market Sell Off? How did these mutual funds, designed to act like hedge funds, perform when the market sank on Feb. 27? Analytic Global Long/Short... Arbitrage... Diamond Hill Focus Long/Short... etc.
Registered Rep. November 1, 2005 Stan Luxenberg	Alpha Dogs To protect clients, financial advisors should consider mutual funds with steady results and strong risk-adjusted returns. Sounds obvious, right? But doing so may mean taking a pass on a fund with gaudy returns. Big returns often equate big risks.
Registered Rep. March 1, 2003 Grove & Prince	The Affluent Are Searching for Relief in Alternatives The rich shouldn't care if it's a bull or bear market. That's because the rich have so many investment options -- they can go completely short, or pick a cocktail of alternative investments, that, theoretically, could hedge away risk. Surveys show the affluent are doing exactly that.
On Wall Street October 1, 2009 Elizabeth Wine	Hedge Funds: Are They Worth It? Strategists in the wirehouses and elsewhere say hedge funds were wrongly maligned, and that the good funds can still serve the purpose of diversifying a portfolio and reducing risk.
Registered Rep. January 1, 2006 Stan Luxenberg	Housewarming Come April, Merrill Lynch will remove its famous name from the brokerage's own funds to relaunch them under a new (as yet to be determined) name to compete on their own. But all the major wirehouses have struggled to sell their proprietary mutual funds.
Financial Planning March 1, 2006 Craig L. Israelsen	Hidden Measures How did U.S. stocks perform versus U.S. equity mutual funds last year? The market-cap bias in measuring stock returns tends to obscure the true return picture.
Financial Planning July 1, 2006 Dan Wheeler	Hedge Funds, Unplugged Take the buzz out of the hedge fund phenomenon, and you may find less electricity than you think.
The Motley Fool January 23, 2004 Whitney Tilson	Buffettesque Superinvestors The author talks about 12 up-and-coming, mostly unknown investment managers whom he believes will substantially outperform the market over time. They manage money in very different ways, but all are from the intellectual village of Graham-and-Doddsville.
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.
Investment Advisor February 2009 Beth Piskora	The Long and the Short of It As 2008 played out, filled with bad news from the hedge fund industry, the practice of shorting stocks -- a popular hedge fund strategy -- got dragged through the muck. But many investment pros continue to believe shorting makes sense, some of the time, for some investors.
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.
Financial Advisor April 2010 Jeff Schlegel	An Alternative World A growing number of financial advisors and their clients are clamoring for alternative investments in the wake of the massive market maelstrom of '08-'09, but it's a broad space requiring lots of due diligence.
Financial Planning March 1, 2005 Israelsen & Clement	Of Stocks and Funds Financial advisers need to explain to their clients that diversification can be a double-edged sword; protection against loss can sometimes insulate against return. Here's a performance comparison of individual stocks vs. equity funds in 2004.
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.
HBS Working Knowledge October 6, 2003 D. Quinn Mills	The Problem with Hedge Funds Hedge funds are the New Big Thing -- and that's bad for the average investor, says professor D. Quinn Mills. An excerpt from Wheel, Deal, and Steal.