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The Motley Fool
March 19, 2004
Whitney Tilson |
The Disgrace of Soft Dollars Massachusetts Financial Services Co. (MFS), the oldest and 11th-largest mutual fund company, announced this week that it has stopped paying brokers in "soft dollars." I can hear the yawns across America, but this is an important issue because investors are being bilked out of billions.   |
BusinessWeek
June 6, 2005
Anne Tergesen |
A Fee Frenzy At Hedge Funds Add in extra charges for items such as audits, account administration, and trader bonuses, and the average hedge-fund investor pays as much as 3.5% of assets a year. |
HBS Working Knowledge
October 6, 2003
D. Quinn Mills |
The Problem with Hedge Funds Hedge funds are the New Big Thing -- and that's bad for the average investor, says professor D. Quinn Mills. An excerpt from Wheel, Deal, and Steal. |
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
November 15, 2005 |
Hedge Funds, Explained While the word "hedge" might conjure up images of investors cautiously hedging their bets, hedge funds are often extra-risky, extra-volatile investment vehicles that demand huge up-front investments, sometimes in the millions. |
BusinessWeek
December 20, 2004
Anne Tergesen |
Funds: Going The Hybrid Route Mutual funds that ape hedge-fund tactics can help you profit from a tepid market. Unfortunately, some hybrid funds with strong track records are closed to new investments. Still, some good opportunities remain. |
BusinessWeek
May 10, 2004
Lewis Braham |
A Pipeline To Bargain Deals Through little-known Private Investments in Public Equity (PIPEs), sophisticated investors buy shares of listed stocks at favorable terms. |
The Motley Fool
September 10, 2004
Whitney Tilson |
Where Are the Superinvestors? A high percentage of the best money managers is unavailable to the general public. The truly exceptional money managers are in hedge funds. My hypothesis is that, on average, the lowest-caliber investors are individuals and mutual fund managers. |
Registered Rep.
March 1, 2005
Chris O'Leary |
The High Cost of Admission To justify their existence in client portfolios, funds of funds need to post double-digit returns in order to really experience some net (read: after-fee) gains. And 2004 didn't deliver on these promises. |
The Motley Fool
March 27, 2008
Sham Gad |
What's Your Investment Manager Worth? Finding the investment manager who suits your investment profile requires worthwhile effort. Don't pay if you're not getting good value. |
Knowledge@Wharton
February 26, 2003 |
The Perils of Hedge Fund Regulation Hedge fund products are increasingly available to a broader audience than previously had access to this asset class. A barrage of news reports focused on hedge fund fraud and blowups raises the idea that regulation might provide a useful fix. So should hedge funds be regulated? No. |
Financial Advisor
March 2005
Cohen & Overgard |
So Many Hedge Funds ... So Little Time Similar to concerns about the myriad of mutual fund choices, investors face a similar dilemma about how to choose a successful hedge fund. Thus, selecting a hedge fund can be a daunting task, but not an impossible one for the educated investor. |
Knowledge@Wharton
September 24, 2003 |
Mutual Fund Scandals: Once Again, Individual Investors Are the Losers Is the mutual fund industry going to become mired in the kind of scandal that has afflicted so many public companies over the past few years? |
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. |
BusinessWeek
November 10, 2003
Jeffrey M. Laderman |
Mutual Funds: What To Do Now Wondering how to cope with the growing scandal? Here are some answers. |
The Motley Fool
February 18, 2004
Robert Brokamp |
The Fund Fees You Don't See A study shows that almost half of shareholder costs are undisclosed or nearly impossible to find. While the recent mutual fund scandals raise serious questions about whom we should trust with our money, the actual dollar cost to most individual investors isn't that high. There are far more significant ways funds siphon off our dollars. And they're just as hidden. |
Entrepreneur
January 2004
Scott Bernard Nelson |
Under Fire Is it still possible to invest without getting burned? |
Registered Rep.
December 2, 2003
Will Leitch |
Spitzer, OCC Issue Corporate Death Penalty The news came right before the Thanksgiving holiday, so you might have missed it. But let there be no doubt: The mutual fund investigations have now gone nuclear. |
Financial Advisor
November 2003
Leola Ross |
Why High Hedge Fund Fees Are Justified The relatively high fees charged for hedge funds may cause some of your clients to have second thoughts about investing in them. Here's why it can be worth paying the price for truly active management. |
BusinessWeek
October 20, 2003
Dwyer & Thornton |
Mutual Funds Feel The Heat Did they feed information to hedge funds, brokers, and others? |
BusinessWeek
May 14, 2007
Goldstein & Rosenbush |
Hedge Fund Fees: The Pressure Builds As hedge fund performance weakens, some investors are seeking ways to cut expenses. |
The Motley Fool
June 2, 2006
John Finneran |
Hedge Fund Wizards Money managers cast spells over the market -- and reap huge rewards. Hedge funds operate in a haze. Penetrating how they earn returns and take risks is tough, but is a good exercise for investors. |
Financial Advisor
November 2003
Alan Lavine |
Alternate Ways To Hedge Portfolios Should you put your well-heeled clients into unregistered or registered hedge funds? Or is it better to select a mutual fund that uses hedge-fund tactics and is managed by a registered investment company? |
The Motley Fool
August 26, 2004
Robert Brokamp |
My Fund Manager Ate My Retirement! How much of your investment is consumed by your mutual fund's expenses? |
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. |
Entrepreneur
February 2004
Scott Bernard Nelson |
Good Funds Gone Bad Should you dump shares of fund companies implicated in scandals? |
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 Advisor
November 2004
David A. Twibell |
Understanding Exchange Funds Diversify clients' concentrated positions while deferring taxes with exchange funds. |
Registered Rep.
February 1, 2006 |
Everybody Into the Alpha Pool In this short excerpt of his book, Hedgehogging, Barton Biggs describes what to look out for when examining hedge funds. |
Wall Street & Technology
January 5, 2005
Maria Santos |
The Cost of Compliance The U.S. Securities and Exchange Commission has come under scrutiny again following the adoption of a recent rule regarding hedge funds. |
The Motley Fool
July 15, 2004
Tim Beyers |
SEC Hedges on Funds The Securities and Exchange Commission (SEC), in a hotly contested battle, chose to force more regulation on the fund industry. A new rule requires hedge funds to register. |
Financial Planning
July 1, 2005
Donald Jay Korn |
How Super Are Hedge Funds? They're today's happening investment, but advisers and clients who are swooning over hedge funds should bear in mind that there are many reasons these super-investments don't deserve their glorified image. |
The Motley Fool
March 19, 2004
Rick Aristotle Munarriz |
3 Tasty Fund Plays Not all mutual funds are created equal or equally bad. |
Registered Rep.
November 1, 2002
Dave Tsujimoto |
In Defense of Hedge Funds Here's why any rep with high-net-worth clients ought to become familiar with the nuances of hedge funds. |
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. |
The Motley Fool
October 28, 2005
Dayana Yochim |
Great Commercial. Good Broker? Investors, ignore the clever ad campaigns of brokerage firms and focus on what's best for your wallet. Here's a brief guide to choosing a broker. |
BusinessWeek
May 2, 2005
Adrienne Carter |
Mutual Funds: Why Fees Still Defy Gravity Investors are seeking answers about why annual fees are assessed when fund company assets have increased. Now regulators want to know, too. |
Investment Advisor
December 2005
Savita Iyer |
Transatlantic Teachers Hedge funds are big news in the U.S., but old news in Europe. What can we learn from Europe's approach to hedge funds? |
AskMen.com
Luis Rodrigues |
Mutual funds With interest rates remaining as low as they are, more and more people are looking towards the stock market to earn a higher return on their money investing. |
The Motley Fool
September 6, 2006
Dan Caplinger |
Fend Off Fund Fees: Part 2 Here are more tips to save cash by avoiding unnecessary mutual fund fees. |
BusinessWeek
November 10, 2003
Dwyer & Borrus |
The Coming Mutual-Fund Reforms As mutual-fund abuses mount, regulators and lawmakers promise tough new rules. |
Financial Planning
August 1, 2011
Suzanne McGee |
Hedging the Risk It's hard for most advisors to undertake the level of due diligence required to figure out which hedge fund managers can genuinely add alpha, and which ones are breaking the law. |
The Motley Fool
May 17, 2007
Selena Maranjian |
How Ridiculous Is $14 Billion for Hedge Funds? Are the steep fees worth it, or are there better, cheaper alternatives to hedge fund investing? Such as top-notch mutual funds. |
The Motley Fool
October 16, 2006
Zoe Van Schyndel |
Tax-Efficient Investing Strategies Don't get so carried away in the quest to avoid paying taxes that you skip good returns solely for a reduced tax bill. It may seem attractive to eliminate taxes altogether, but for most investors, taxes are inevitable. Manage them wisely. |
CFO
June 1, 2005
Alix Nyberg Stuart |
How to Talk to a Hedge Fund Hedge funds have massive amounts of capital at their disposal and today's experts warn that shunning fund managers is a bad idea for your investor-relations department. |
Registered Rep.
February 1, 2011
Stephen Roseman |
Hedge Fund Myths Mean Missed Opportunities Misperceptions about what hedge funds do need to be set straight. Individuals won't be able to make educated investment decisions about them unless they understand what they are -- and are not. |
HBS Working Knowledge
December 15, 2003 |
Readers Respond: Is This the Twilight Era for the Managed Mutual Fund? Business leaders and managers who can't recognize public and investor trust as a fundamental requirement of their business should be fired or barred for life... As soon as I can beat the market on my own, I'm out of mutual funds... etc. |
Registered Rep.
November 1, 2004
Nicholas Tsafos |
The Liquidity Fetish Since retail investors have been following institutions in seeking alternative investments, particularly hedge funds, it is important to understand how illiquidity can affect clients' hedge fund investments. |
The Motley Fool
June 10, 2004
Selena Maranjian |
Profiting From My Mistakes If you want to make a profit, then do as I say, not as I've done. The author has been investing for a decade now, and she's made her share of missteps along the way. Take time to learn from her mistakes so you can avoid the same pitfalls. |
Financial Advisor
April 2008
Eric L. Reiner |
Hedging Your Bets Richard Lee Jr. presides over the 50-person Dallas advisory Lee Financial Corp. A private placement fund of hedge funds that Richard Lee Jr. uses for clients returned nearly 20% last year. |
