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Financial Advisor March 2007 Eric Rasmussen |
Catching Wind With Short Sails Are new strategies from long-short managers more sophisticated, or just riskier? |
Financial Planning May 1, 2008 Elizabeth O'Brien |
Foul-Weather Friend The five-star Diamond Hill Long-Short fund outperformed the markets significantly this year. |
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 Planning May 1, 2008 David Adler |
The Short Story With no sign that the real estate or credit markets have bottomed out, and every sign that consumers are running out of money, long-short funds may be well situated to take advantage of this new era. |
BusinessWeek October 1, 2007 Anne Tergesen |
Long-Shorts That Dodged The Blows How three funds succeeded in a summer when most hedge-like strategies failed. |
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. |
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 Planning December 1, 2011 Ilana Polyak |
Gateway to Protection It's still hard to ignore just how fragile the U.S. economy is, with an anemic growth rate and stubbornly high unemployment on top of the hobbled real estate market and troubles in Europe. Yet most fund companies haven't been sitting idly by |
Registered Rep. October 1, 2006 Kristen French |
Long-Short Funds Catching On Long-short mutual funds have gotten more popular with investors in the last few years, as they increasingly look for low-volatility returns in an unpredictable market. |
Financial Advisor October 2011 Juliette Fairley |
Staying Afloat Hedged equity mutual funds provide protection against downside risk, but they are costly. |
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. |
Investment Advisor July 2007 Kathleen M. McBride |
A Long-Short Story Ric Dillon, co-portfolio manager of the $1.6 billion Diamond Hill Long-Short Fund, wants to make money regardless of how the market is doing. |
Financial Planning November 1, 2012 Allan S. Roth |
Unappealing Alternatives: Investors Flock to Alternative Mutual Funds and ETFs Investors have been flocking to alternative mutual funds and ETFs - and are being punished for it. |
Financial Advisor October 2009 Marla Brill |
Leaving The Pack Marketfield Fund manager Michael Aronstein believes the economic recovery will be more pronounced than many people expect. But watch out for the long term. |
The Motley Fool January 28, 2011 Dan Caplinger |
Why This Smart Strategy Backfired Absolute-return funds seem like a great idea, but they've performed horribly lately. |
Registered Rep. January 21, 2011 Stan Luxenberg |
Fund Families Rolling Out Absolute Return Funds Seeking to reach skittish investors, fund companies have been introducing a wave of absolute return funds. |
Financial Planning November 1, 2005 Donald Jay Korn |
Leaning Toward Lockstep Correlations between U.S. and foreign markets are increasing, but adherents insist that foreign investing can still reduce risk. |
The Motley Fool September 8, 2010 Amanda B. Kish |
Another Investing Fad Bites the Dust Say sayonara to 130/30 mutual funds. |
The Motley Fool June 4, 2009 Dan Caplinger |
These Buyers Will Launch Stocks Higher For fund managers who've kept money on the sidelines this year, the pressure's on to get fully invested -- and when those holdouts start buying, they'll likely push stocks even higher. |
BusinessWeek July 15, 2010 |
Strategies for Capitalizing on Alternative Assets A high-net-worth financial adviser talks about how to hedge your bets. |
Financial Advisor September 2012 Eric Rasmussen |
Absolute Tonic Water? Fund firms are offering an apple to investors: absolute positive returns. |
The Motley Fool March 10, 2011 Amanda B. Kish |
An Investment Idea You Can Bypass Watch out for 130/30 funds. |
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. |
The Motley Fool September 11, 2006 Zoe Van Schyndel |
Hedge Fund Wannabes If you have champagne tastes but a beer budget, hybrid mutual funds can represent a practical way to get hedge-fund-like exposure. Templeton Global Long-Short... Diamond Hill Focus Long/Short... Hussman Strategic Growth... |
The Motley Fool July 15, 2010 Dan Caplinger |
Turn Your Worst Stock Ideas into Profits Long-short funds make money buying and shorting stocks. |
Investment Advisor July 2007 Palash R. Ghosh |
Travel The World, While Staying Home Global equity funds differ from international stock funds in that they have the latitude to invest in U.S. stocks as well as foreign companies. |
Entrepreneur August 2006 Jennifer Pellett |
Safe Bet? What's new in the mutual fund market. |
The Motley Fool July 21, 2010 Amanda B. Kish |
The Next Big Investing Fad Alternative funds are promising, but don't expect to recoup all your losses. |
Financial Advisor May 2011 Jeff Schlegel |
Mainstreaming Alternatives Financial advisors are taking a shine to alternative investments. |
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. |
The Motley Fool April 27, 2004 Shannon Zimmerman |
Check Volatility at the Door Sector funds can be a lot more risky than they at first appear. Even true champion funds aren't risk-free, but a history of keeping volatility in check adds to their appeal. |
BusinessWeek December 17, 2009 Tara Kalwarski |
Alternative Assets for the Masses More private equity and hedge-fund-like products are being aimed at individual investors. Should they jump in now that they have the chance? |
Financial Advisor December 2009 Evan Simonoff |
Absolute Return Obsession With the correlation landscape changing, the interest in absolute return funds is growing. |
The Motley Fool September 3, 2010 Alex Dumortier |
How to Earn 48% in a Bear Market Opportunities exist for a strategy of shorting speculative or overvalued stocks and hedging these shorts with long positions in higher quality stocks. |
Registered Rep. November 6, 2014 David Armstrong |
Drowning in Liquid Alts Liquid alternative funds, which seek to replicate hedge fund strategies in registered mutual fund structures, should play a substantial role in most client portfolios. |
Financial Advisor December 2008 Eric Uhlfelder |
Where Are We Headed? This year will be remembered as one of the worst investors have ever known. Extreme caution is required before moving back into the markets in 2009. |
The Motley Fool September 11, 2008 Zoe Van Schyndel |
Do Fund Ratings Matter? Learn how to pick a winning fund. |
The Motley Fool September 14, 2011 Travis Hoium |
Don't Be Scared Out of Your Shorts About Shorting Shorting stocks can be intimidating for beginning investors. But this simple strategy could help it find a place in your portfolio. |
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 Planning June 1, 2008 David A. Twibell |
Hedge Your Bets During these troubling times, how can advisors help clients protect their investment portfolios? There are a number of viable strategies. |
The Motley Fool July 11, 2007 Amanda B. Kish |
Tips for Tracking Turnover In mutual funds, how much turnover is too much? |
The Motley Fool May 7, 2009 Ivan Martchev |
Don't Trust the Rally in Financials Large short positions in the financial sector will act like lighter fluid poured on wet wood. Yes, the fire burns spectacularly for a short while, but in the end, all you get is smoke. |
Registered Rep. July 6, 2006 Kevin Burke |
Morningstar Joins Hedge Fund-Data Crowd Financial advisors looking for more information on hedge funds can now turn to Morningstar. |
The Motley Fool May 4, 2007 Zoe Van Schyndel |
Trade Like a Hedge Fund Although this strategy is often used by hedge funds and applied to equities, you can also build your own 130/30 portfolio using ETFs. |
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. |
Investment Advisor April 2010 Robert J. Lindner |
Expert's Corner: Putting It in Neutral Advisors can improve a client's portfolio by using a market neutral strategy. |
Financial Advisor May 2009 David J. Drucker |
Does Asset Allocation Need A Facelift? Has the 2008 stock market changed the rules of asset allocation and how we manage asset volatility? |
The Motley Fool November 24, 2009 Amanda B. Kish |
Bad News for the Rally The stock market is up more than 60% from its lows this past March, and investors have reacted with one overriding emotion -- fear. |
Financial Planning April 1, 2010 Robert Isbitts |
Keep the Bulls Running There is a great chance that, regardless of economic and market conditions, you as an advisor can still find the bulls out there lurking, as long as you have the right investment styles and asset classes populating your portfolio. |
The Motley Fool July 10, 2009 Dan Caplinger |
3 Winners You Can Feel Confident About If your fund manager owns a good-sized stake in your fund, you can feel more confident that you're making the smart choice. Here are three where the managers own substantial positions in their funds. |