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BusinessWeek
December 12, 2005
Adrienne Carter |
Against The Grain Investing David Winters, a student of maverick Michael Price, opens his own mutual fund.   |
Financial Advisor
September 2006
Marla Brill |
Riding The Value Train Wintergreen Fund's David Winters embraces the unloved and keeps management on its toes. |
Financial Planning
October 1, 2011
Ilana Polyak |
At Home, Overseas You might think a portfolio dominated by companies based in the U.S. and Europe would make its manager nervous. Yet David Winters, skipper of the $1.6 billion Wintergreen Fund, sees tremendous opportunities. |
The Motley Fool
April 28, 2005
Selena Maranjian |
Mutual Funds Pushing for Good Governance Many fund families are supporting reforms for corporate America. |
BusinessWeek
February 12, 2007
Gene G. Marcial |
Weyerhauser: A REIT? Weyerhaeuser has become a very attractive play in an otherwise boring industry - on both fundamental and technical factors. |
BusinessWeek
October 24, 2005
Aaron Pressman |
Activist Funds Make Waves A new class of social investor doesn't believe in boycotting problem companies - it's opting to reform them from within |
The Motley Fool
September 17, 2008
Morgan Housel |
Morgan Stanley Dazzles, Sort Of A good quarter, sure, but I'm interested on where the bank can go from here. |
The Motley Fool
August 16, 2006
Alex Dumortier |
No Swiss Miss at UBS The world's largest wealth manager, UBS AG, reported second-quarter earnings that pleased shareholders. Are there any clouds that threaten this Swiss banker's sunny day? |
The Motley Fool
February 23, 2011
Alyce Lomax |
Corporations, Come Clean on Contributions Transparency about political contributions decreases reputational risk, boycotts, and backlash. |
AFP eWire
February 20, 2006 |
Socially Responsible Investment Assets Growing Faster Than Other Funds According to a recent report, nearly one out of every 10 dollars under professional management in the United States today is involved in socially responsible investing. |
The Motley Fool
October 26, 2011
Alyce Lomax |
Are Special Interests Taking Over Your Companies? Shareholder democracy isn't the problem; passive investing is. I ran a search on Proxy Monitor's site for socially based shareholder resolutions filed at public companies by "special interest" activists from 2008 until the present. |
The Motley Fool
October 23, 2006
Alex Dumortier |
Merrill Brings Home the Bacon The firm's solid third-quarter performance comes as no surprise to investors. |
The Motley Fool
November 3, 2010
Alyce Lomax |
A Shadowy Risk for Shareholders Activist investors could push corporations to disclose political campaign donations. |
The Motley Fool
October 6, 2006
Tim Beyers |
Better Know a Stock Picker Up this week is all-cap maverick David Winters. Is this fund for you? Wintergreen: Fund size... 1-year return... 5-year return... Top 10 holdings... etc. |
The Motley Fool
May 4, 2009
Selena Maranjian |
These Fund Companies Are Letting Us Down It's ridiculous, but some fund firms are supporting excessive CEO pay. |
Registered Rep.
August 1, 2005
Kristen French |
Next Year's Model If the one-stop shop is out, what new formula will take its place? In many ways, the Citi/Legg Mason swap looks like an ideal prototype. The thing is, a swap like that is not likely to be repeated. |
The Motley Fool
November 10, 2010
Alyce Lomax |
Big Money Backs Social Responsibility's Rise Investors vote with their dollars in favor of better-behaved businesses. |
BusinessWeek
September 2, 2010
Moore & Mildenberg |
In the Battle of the Big Brokers, Merrill Is Winning Merrill Lynch earns higher profits with fewer advisers, thanks to a smooth integration with Bank of America and more cross-selling. |
The Motley Fool
October 21, 2009
Morgan Housel |
Morgan Stanley's Back in the Game It's good news that Morgan Stanley's trading unit is firing on all cylinders. But the idea of a Wall Street arms race to profitability should please no one. |
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. |
The Motley Fool
November 2, 2006
Richards & Hanson |
Beat the Pros at Their Own Game Which is the better hypothetical long-term investment, owning stock mutual funds or the common stocks of the companies that run those mutual funds? |
The Motley Fool
June 21, 2006
Stephen D. Simpson |
Morgan Stanley's Mighty Swing The investment bank knocks results out of the park. Can it last? Investors, take note. |
The Motley Fool
January 21, 2011
Alyce Lomax |
Shareholders Demand Some Fracking Answers This controversial method of extracting oil and gas has reached investors' radar. |
The Motley Fool
August 13, 2008
Alex Dumortier |
Is UBS Calling the End of Universal Banks? UBS is reversing its "one bank" strategy by giving increased autonomy to its three businesses: Investment Banking, Wealth Management, and Asset Management. |
Investment Advisor
December 2006
Robert F. Keane |
Hearts & Minds Ultimately, socially responsible investing is just another tool that advisors can use to help clients achieve their financial goals. |
Registered Rep.
September 17, 2008
John Churchill |
Morgan Stanley Earnings Up, Stock Down; Wealth Management Unit Raking In Assets And Advisors Morgan Stanley, perhaps in an effort to quell investor fears that it was on similarly shaky ground as Lehman Brothers, pre-announced its third-quarter earnings yesterday, surprising analysts with census beating results. |
The Motley Fool
January 24, 2006
S.J. Caplan |
Read Those Proxy Statements in 2006 Shareholder resolutions are an increasingly important vehicle for shareholder activism of all sorts. |
The Motley Fool
October 11, 2006 |
On Funds and Meetings If you hold shares through a mutual fund, can you attend annual company meetings? |
The Motley Fool
December 20, 2005
Stephen D. Simpson |
Will Morgan Stanley Come Back? Investors who thought that the return of John Mack to Morgan Stanley would mean instant and glorious change might be feeling a bit disappointed about now. |
CFO
September 1, 2010
Joseph McCafferty |
Who's in Charge Here? Listening to shareholders is easy. Making sense of their concerns is not. |
HBS Working Knowledge
August 22, 2007
Robin Greenwood |
The Hedge Fund as Activist Do hedge funds improve management of the companies they invest in? |
The Motley Fool
November 4, 2008
Alex Dumortier |
The Market Is Wrong on UBS UBS appears to have turned the corner in restoring investor confidence, but do fundamentals back this up? |
The Motley Fool
October 13, 2008
Morgan Housel |
Morgan Stanley's Brush With Death Please oh please, let's hope this one does the trick. |
The Motley Fool
October 16, 2006
Dumortier & Khattab |
Investment Banks Under the Microscope Investors, which Wall Street firms make the grade? Goldman Sachs... Lehman Brothers... Bear Stearns... Morgan Stanley... Merrill Lynch... etc. |
The Motley Fool
May 21, 2010
Alyce Lomax |
Foreshadowed Losses You Shouldn't Ignore You might one day regret that complacent proxy vote. |
BusinessWeek
March 3, 2011
Christopher Condon |
The Rise of the Registered Investment Adviser Providing mainly fee-based guidance, they now help manage $1.7 trillion in assets |
The Motley Fool
April 15, 2011
Alyce Lomax |
Keeping Score at Major Companies Big issues abound in proxy statements this year. Don't miss your chance to chime in. |
BusinessWeek
January 17, 2005
Justin Hibbard |
Morgan Stanley: No Stars -- And Lots Of Top Tech IPOs The firm has perfected the long-term team approach to landing high-quality clients that are ready to go public. |
BusinessWeek
July 25, 2005
Stanley Reed |
The Master Of Zurich How Peter Wuffli turned around UBS- and brought the glory days back to Swiss banking. |
BusinessWeek
July 28, 2003
Roberts & Clifford |
Morgan Stanley: What Great Wall? In a joint venture, the big U.S. bank breaks into China's financial sector |
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. |
The Motley Fool
April 6, 2011
Dan Caplinger |
5 ETFs for the Socially Responsible Investor You can do good and still make a profit from your investing with these socially responsible ETFs. |
The Motley Fool
September 21, 2006
Ryan Fuhrmann |
Motley Fool Double Take: Morgan Stanley Bulges Forward Morgan Stanley reported another strong quarter, but has all the easy money in the stock now been made? |
The Motley Fool
June 22, 2004
Roger Nusbaum |
The House of Morgan Stanley Morgan Stanley has had its fair share of wrongdoing, but despite its warts, the brokerage firm should continue to thrive. |
The Motley Fool
June 22, 2011
Alyce Lomax |
A Different Kind of Climate Change Environmental and social shareholder proposals are gaining traction. |
The Motley Fool
June 7, 2010
Dan Caplinger |
The Best Way to Win With Mutual Funds Are fund companies themselves a better bet than their funds? |
The Motley Fool
March 11, 2011
Alyce Lomax |
When Shareholders Show True Grit Buy-and-hold investors who hold their ground when the market flees, entrepreneurs who doggedly pursue their ambitions, and activist shareholders who won't stop pushing for the right kind of change all deserve our thanks -- and our applause. |
The Motley Fool
April 29, 2011
Alyce Lomax |
Shedding Light on Hidden Agendas Disclosing political contributions is a smart business move. After all, if you've invested in a publicly traded company, wouldn't you want to know whether it's supporting politicians, causes, or agendas with which you disagree? |
Financial Advisor
August 2005
Alan Lavine |
Socially Conscious Investing Gets Results Broad acceptance follows solid performance by socially responsible investment indexes and funds. |
Registered Rep.
May 1, 2005
Will Leitch |
So They've Got That Going for Them...Which Is Nice For all the problems it's been having in the last several months, Morgan Stanley can hang its hat on this good news: It is now the largest securities firm in the country. |
