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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. |
Investment Advisor August 2006 Kathleen M. McBride |
Discipline, Dividends, Diversification Quality companies yield dividends at opportune prices at Allianz NFJ Dividend Value Fund. Here's an interview with two of the fund's managers, E. Clifton Hoover and Benno Fischer. |
Investment Advisor January 2007 Kathleen M. McBride |
Risks & Rewards An obsession with managing risk has resulted in lower volatility and decades of solid returns for Charles Royce's $3.8 billion Pennsylvania Mutual Fund. |
The Motley Fool September 10, 2007 Amanda B. Kish |
A Fund Changes Its Stripes The FBR Small-Cap Fund is changing its mandate, lifting its market cap limitations, re-creating the fund as an all-cap strategy, and changing its name to the FBR Focus Fund, all without giving investors a say. |
The Motley Fool August 17, 2006 Tim Beyers |
Better Know a Stock Picker Up this week is small-cap superstar Chuck Akre and his FBR Small Cap fund. |
The Motley Fool July 9, 2004 Jeff Hwang |
The Magnitude of Pennsylvania's Slots The new law allowing the installation of up to 61,000 slot machines at 14 sites in that state is interesting for several reasons. So who wins, and how much? |
Investment Advisor October 2009 Savita Iyer-Ahrestani |
Mutual Fund Spotlight: Firm Foundation Chuck Akre will use the three-legged strategy he used to great effect at FBR Focus for his new eponymous fund. |
Investment Advisor May 2006 Kathleen M. McBride |
When Smaller Equals Better Perritt MicroCap Opportunities Fund offers micro-cap growth tempered with value discipline. Here's an interview with Michael Corbett, president and lead portfolio manager. |
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. |
Financial Planning March 1, 2007 Craig L. Israelsen |
Tales of the Tape When you look at annual returns, stocks, equity mutual funds and indexes tell surprisingly different stories. |
The Motley Fool July 27, 2010 Amanda B. Kish |
3 Off-the-Radar Small-Cap Gems These quality funds can give your portfolio the exposure it needs. |
Entrepreneur October 2006 C.J. Prince |
Buyback Bonanza Big companies with excess cash have jumped on the buyback bandwagon and are milking it for all it's worth. Should you do the same? |
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. |
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 September 1, 2006 Scott A. Leonard |
The Smaller, the Better Rumors that the small-cap effect is dead are most definitely premature. By focusing on the smallest of the small caps, financial advisors can see that the small-cap effect appears to be alive and well. You just need to know where to look for it. |
Financial Advisor August 2009 Marla Brill |
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices. |
Financial Planning December 1, 2005 Donald Jay Korn |
Seven-Year Hitch? Small-cap stocks have been big winners ever since the last century, but keeping the good times rolling could be a major challenge for financial planners. |
The Motley Fool December 24, 2009 Todd Wenning |
3 Stocks for the Patient Investor Patience and focus are the keys to success. |
Financial Planning September 1, 2013 Ilana Polyak |
At Hennessy Focus, an Exclusive Strategy Amid ownership shifts, Hennessy Focus is still looking for a few (very few) reasonably priced stocks that it can hold for years. |
Investment Advisor May 2008 Kathleen M. McBride |
No Mimicry Here An aversion to risk and comfort with a portfolio that doesn't mimic indexes has helped Delafield Fund perform well over the long haul. |
On Wall Street September 1, 2008 J Gibson Watson |
The Sleeping Bear Has Emerged. Now What? The hardest-hit market segments are often the ones that will lead the pack during the subsequent recovery. |
The Motley Fool May 25, 2006 Nathan Slaughter |
A Closer Look at Casino Stocks The stock market, much like blackjack, can be an easy way to lose money, particularly when players try their hand without first understanding the rules of basic strategy. For those new to the gaming industry, consider this three-part series a primer for investors on when to stand, when to fold, and when to double down. |
Financial Planning May 1, 2008 Craig L. Israelsen |
Mega Protection The performance of U.S. stocks in 2007 resembled, to a surprising degree, the performance of stocks in 2000 -- a year widely perceived as a bear market. One big difference, however, was the performance of mega-cap stocks. |
The Motley Fool March 23, 2009 Chris Jones |
Honey, They Shrunk My Market Cap How deteriorating market capitalizations change portfolio managers' investment universes. |
Investment Advisor January 2007 Palash R. Ghosh |
Wearing Many Caps Equity mutual funds that invest without regard to market-cap size are difficult to characterize -- for they possess the stability of larger-cap stocks, the growing maturity of mid-cap issues, as well as the volatility and high potential of smaller-cap names. |
Investment Advisor January 2006 Kathleen M. McBride |
Silk Purses Medal winning fund managers in 2005 drilled for returns and explored overseas. The best performing fund in any of S&P's categories for 2005 is the BlackRock Global Resources Portfolio/Institutional. |
The Motley Fool April 4, 2007 Amanda B. Kish |
Finding Needles in Funds' Haystack 7,000 reasons to separate good funds from bad ones. Too often, investors look first for funds with the highest recent returns, then perform due diligence only on funds at the top of that list. |
The Motley Fool May 28, 2009 Dan Caplinger |
3 Keys to Avoiding Bad Investments When truly great funds reopen, you should be the first to step up and buy. But not every newly opened fund is great. Before you pick a reopening fund, be sure that it's really the best place for your money. |
Investment Advisor August 2009 Vaughan Scully |
The ETF Advisor: Those Outperforming Small Caps Exchange traded funds offer a relatively convenient and cost-effective way to invest in small cap stocks. |
Registered Rep. November 1, 2002 Stan Luxenberg |
When Funds Put Up the Velvet Rope For months, advisors looking to invest in a solid small cap fund have been faced with a growing problem: Many of the best ones have been closed to new investors. If there are ways to access a closed fund manager, should you do it? Probably not. |
Financial Advisor September 2010 Bruce W. Fraser |
Are Small Caps' Outsized Gains Over? Momentum seems to favor small-cap stocks over their large-cap counterparts. |
The Motley Fool October 15, 2007 Selena Maranjian |
When Funds Undergo Personality Changes The fund you own may not be the fund you bought. How much should that worry you? |
Financial Planning January 1, 2006 Craig L. Israelsen |
Think Inside the Box The many investments within a style box are not all alike. Market-cap variance can lead to significant performance differences within style boxes -- particularly among large-cap funds. |
Financial Planning October 2, 2007 Craig L. Israelsen |
Smoothing the Path When comparing active and passive management, financial planners should look at the performance of the whole portfolio. What you find may surprise you. |
Financial Advisor February 2007 Marla Brill |
Staying In Front Fund manager Jim Margard thinks small-company stock will outperform this year -- barely. |
Financial Planning November 1, 2007 Gene Fama |
Small-World Investing Do international stocks really give you higher returns with less risk? |
The Motley Fool September 22, 2009 Robert Steyer |
Atlantic City Takes a Beating The recession and out-of-state competition continue to hurt casino revenue in Atlantic City. |
Financial Planning April 1, 2010 Craig L. Israelsen |
Size Matters U.S. equity mutual funds do not mirror the overall domestic stock market. That isn't necessarily bad, it's just the way it is. |
BusinessWeek June 12, 2006 Lewis Braham |
Try These SmallCaps On For Size Funds little enough for veteran managers to run nimbly come out as winners. |
The Motley Fool April 22, 2005 Selena Maranjian |
Not Your Father's Mutual Fund Funds have changed a lot -- and not for the better. Select carefully. |
Financial Planning February 1, 2005 Israelsen & Farr |
Now You See It... Domestic small-cap equity funds, particularly those with a value tilt, are a fundamental component of any well-designed equity portfolio. The trick is finding ones that are for sale. |
The Motley Fool February 9, 2007 Jeff Hwang |
Gaming Roundup: Charles Barkley Scores The gaming week in review: Las Vegas Sands... WMS Industries... Penn National Gaming...Harrah's... |
BusinessWeek May 3, 2004 Lauren Young |
Small-Caps That Still Want You Many hot small-company stock funds are closed to newcomers. Check out these small-cap funds that still welcome new investors. |
Financial Advisor September 2009 Raymond Fazzi |
A Small Risk Conventional wisdom says small caps are riskier than their large-cap counterparts, but they remain a basic building block in retirement portfolios. |
The Motley Fool September 9, 2011 Selena Maranjian |
Here's What Chuck Akre Has Been Buying See what the smartest investors have been up to. Chuck Akre founded Akre Capital Management in 1989. This value investor licks his lips during market slumps like these. |
On Wall Street September 1, 2011 Elizabeth Wine |
Active Resistance It's not been a good recovery for actively managed mutual funds. Investors have been steadily pulling money out, while sending waves of cash into passively managed index funds and exchange-traded funds. |
The Motley Fool May 12, 2004 Rex Moore |
The Beauty of ROE It's a simple measure of management effectiveness. Return on equity, or ROE, helps us determine how well management creates value for shareholders. |
Financial Planning October 1, 2006 Stephen Savage |
When To Sell a Mutual Fund Applying common-sense guidelines is easy; making a real-world decision is often fraught with difficulties. |
The Motley Fool December 21, 2006 Joseph Khattab |
A Fool's Gaming Outlook Keep an eye on these casino stocks. Boyd Gaming... Harrah's... Wynn Resorts... etc. |
BusinessWeek January 24, 2005 Lewis Braham |
Spotting The Very Brightest Stars Our ratings help you find your way through a crowded mutual-fund universe. James Small Cap Fund... American AAdvantage Small Cap Value... American AAdvantage Small Cap Value... etc. |