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BusinessWeek April 19, 2004 Lewis Braham	Recipe For Gains Harin de Silva, president of Analytic Investors Inc., uses a quant strategy for investing that minimizes downside risk for his mutual funds.
Financial Planning August 1, 2007 Ilana Polyak	Fund Manager Profile: The Long and Short of It Long-short strategies may be the pick of the moment, but Harindra de Silva's Old Mutual Analytic Defensive Equity fund has been a lasting leader.
BusinessWeek December 11, 2006 Anne Tergesen	A New Way To Beat The Market? So-called 120/20 funds use leverage and short sales to boost bullish bets.
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.
Financial Advisor November 2007 Brad Zigler	The Long And Short Of It Only time will tell if short-enabled mutual funds live up to the expectations of their creators or are, as some critics contend, a mistake in the making.
The Motley Fool August 13, 2007 Amanda B. Kish	Hedging Their Bets? Some mutual funds are starting to look like hedge funds. And many don't do very well. Most investors are better off sticking to broad-market mutual funds or exchange-traded funds.
Financial Advisor October 2011 Juliette Fairley	Staying Afloat Hedged equity mutual funds provide protection against downside risk, but they are costly.
Financial Advisor April 2006 Raymond Fazzi	A Look At New Horizons At a time when the margin for error is growing thinner and thinner in investment management circles, some are asking whether advisors and their clients are adequately served by cap-weighted benchmarks.
Financial Advisor March 2007 Eric Rasmussen	Catching Wind With Short Sails Are new strategies from long-short managers more sophisticated, or just riskier?
Financial Advisor April 2006 Blank & Psoras	When Sin Is Superior Eliminating vice stocks from portfolios may mean lower returns.
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 December 1, 2005 Donald Jay Korn	Hot Commodities Real assets are on a tear. Better yet, they offer great diversification and a hedge against inflation. The current trend probably has room to run, and there are other very real reasons to allocate a regular portion of clients' portfolios to commodities.
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.
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.
Financial Advisor May 2004 Joel Bruckenstein	Software With A Conscience A new online service, IWF Advisor from IdealsWork Financial, may offer advisors a solution to the tricky problem of finding a cost-effective way to align a client's social agenda and financial needs.
BusinessWeek February 9, 2004 Lewis Braham	That's Some Sharp Hedging A fund in double digits since 2000 chalks up some of its success to its hedging strategy.
Financial Advisor April 2005 Marla Brill	The Stage Is Set Fund manager Jill Evans thinks dividend-paying stocks will fare well this year.
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.
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.
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.
Real Estate Portfolio Sep/Oct 2004 Ilana Polyak	Hedging Their Bets Hedge funds increasingly look to REITs, but should investors look at hedge funds?
Financial Planning March 1, 2010 Donald Jay Korn	Digging for Dividends According to Morningstar, there are 56 mutual funds with the word "dividend" in their name, plus another 33 dividend ETFs.
BusinessWeek April 25, 2005 Robert Barker	Dividend Income Without The Hassle The low tax rate on qualified dividends are nice, but the rules over what makes a dividend qualified are tricky. The iShares Dow Jones Select Dividend Index Fund and PowerShares High Yield Equity Dividend Achievers Portfolio track high-dividend stocks, but you still have to be careful at tax time.
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.
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.
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?
BusinessWeek April 17, 2006 Roben Farzad	Blue Chip Blues How long will the stocks of America's largest companies remain weaklings on Wall Street?
The Motley Fool April 28, 2005	Your 60-Second ETF Education When you need a little something for your portfolio, consider an exchange-traded mutual fund (ETF).
Knowledge@Wharton August 13, 2003	Risks and Costs of Socially Responsible Investing Investors concerned about social, environmental, labor or religious issues may be willing to sacrifice some financial return. But how much must they give up?
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 Advisor December 2004 Christopher P. Parr	Look Mom! I Beat the S&P Again! Legg's Value Trust---relative fund superstar or absolute media hype?
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?
Registered Rep. April 1, 2005 Stan Luxenberg	Explore Beyond the Core Exchange-traded funds are excellent choices for advisors seeking a core holding for clients. But the most intriguing ETFs are the less well-known funds that can increase returns, often while dampening risk.
Investment Advisor April 2006 Ben Warwick	The Puzzler: The Tilt of Beating the Market? The uncorrelated nature of portfolio tilts creates a type of safety net that puts the advisor in the driver's seat. Combined with tax-loss selling and account rebalancing, portfolio tilts are a powerful addition to an arsenal and a nearly fool-proof way to generate alpha for clients.
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.
The Motley Fool October 15, 2008 Selena Maranjian	A New Way to Battle the Economy Should you defend your portfolio with the new Sabrient Defensive Equity Index ETF?
Financial Advisor March 2006 Marla Brill	Courting A New Crowd Rydex Investments hopes to move beyond market timers to mainstream financial advisors.
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 April 23, 2009 Dan Caplinger	Investments That Don't Stand a Chance An active fund that only seeks to match its benchmark is a waste of your money. If that's all a fund can offer, you're much better off going with the index fund.
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).
The Motley Fool September 8, 2004 Tim Beyers	What Is a Good Dividend? One expert tours the market to find out what makes a worthwhile dividend.
The Motley Fool August 9, 2004 Mathew Emmert	Diversifying Your Dividends Exchange-traded funds (ETFs), and closed-end mutual funds (CEFs) offer some of the best solutions for most income investors.
Salon.com June 13, 2000 Steve Bodow	The great mutual fund rip-off Millions sink money into them, but do you really know what your fund manager is up to?
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.
The Motley Fool October 24, 2005 Mathew Emmert	Dividends Go Mainstream Soaring demand among dividend-based exchange-traded funds shows that the yield is once again in vogue.
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.
Financial Advisor January 2005 Marla Brill	Investment Moves For 2005 Advisors proceed cautiously as interest rates rise and the dollar falls.
The Motley Fool January 14, 2005 Shannon Zimmerman	ETF Tip No. 4: Get Smart Why it's smart to own actively and passively managed funds.
The Motley Fool April 28, 2009 Dan Caplinger	The Best Method for Simple Investing Depending on how you invest, making the right choice between ETFs and index mutual funds will give you exactly the portfolio you want.
Registered Rep. March 1, 2005 Stan Luxenberg	Looks Like a Hedge Fund, Smells Like For clients who cannot --- or will not --- try hedge funds, there is a compelling alternative: mutual funds that follow hedge-like strategies. Here are some options.