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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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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 mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
October 2011
Juliette Fairley
Staying Afloat Hedged equity mutual funds provide protection against downside risk, but they are costly. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
September 8, 2010
Amanda B. Kish
Another Investing Fad Bites the Dust Say sayonara to 130/30 mutual funds. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
July 15, 2010
Strategies for Capitalizing on Alternative Assets A high-net-worth financial adviser talks about how to hedge your bets. mark for My Articles similar articles
Financial Advisor
September 2012
Eric Rasmussen
Absolute Tonic Water? Fund firms are offering an apple to investors: absolute positive returns. mark for My Articles similar articles
The Motley Fool
March 10, 2011
Amanda B. Kish
An Investment Idea You Can Bypass Watch out for 130/30 funds. mark for My Articles similar articles
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. mark for My Articles similar articles
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... mark for My Articles similar articles
The Motley Fool
July 15, 2010
Dan Caplinger
Turn Your Worst Stock Ideas into Profits Long-short funds make money buying and shorting stocks. mark for My Articles similar articles
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. mark for My Articles similar articles
Entrepreneur
August 2006
Jennifer Pellett
Safe Bet? What's new in the mutual fund market. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
May 2011
Jeff Schlegel
Mainstreaming Alternatives Financial advisors are taking a shine to alternative investments. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
Financial Advisor
December 2009
Evan Simonoff
Absolute Return Obsession With the correlation landscape changing, the interest in absolute return funds is growing. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
September 11, 2008
Zoe Van Schyndel
Do Fund Ratings Matter? Learn how to pick a winning fund. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
July 11, 2007
Amanda B. Kish
Tips for Tracking Turnover In mutual funds, how much turnover is too much? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles