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BusinessWeek March 22, 2004 |
A Bargain Hunter With A Wide Scope Bill Fries weaves many investing disciplines together at the Thornburg Value Fund |
Financial Advisor October 2004 Marla Brill |
Looking At The Long Term Despite recent setbacks, this fund's winners have outpaced losers over time. |
BusinessWeek March 22, 2004 |
Q&A with Bill Fries The Thornburg Value Fund's manager says he adds some growth picks to his portfolio to create "a product that's good for all seasons" |
Investment Advisor April 2006 Kathleen M. McBride |
Best of Breed The 2006 Separately Managed Accounts Awards recognize excellence in products and managers. Small Cap: Riverbridge Partners, Small Cap Growth... Tax Efficiency: KCM Investment Advisors, Large-Cap GARP Equity... etc. |
Investment Advisor March 2006 Kathleen M. McBride |
Acting Like He Thinks If you're considering a large-cap growth fund, don't forget James P. O'Shaughnessy's Dreyfus Premier Alpha Growth Fund/B. Here's an interview with the fund manager. |
Financial Advisor January 2006 Marla Brill |
Bold Bets Fund managers who run concentrated portfolios offer a refreshing departure from the increasingly popular practice of far-reaching, benchmark-centric investing. |
Registered Rep. November 1, 2005 Stan Luxenberg |
The Worthy Tired of lackluster performance, investors have been ignoring large-cap domestic funds. Instead, foreign funds are all the rage. But, there are still good reasons for many investors to consider active large-cap managers. |
Investment Advisor April 2006 Palash R. Ghosh |
S&P Mutual Fund Focus: Greater Expectations After six years of underperformance, many observers believe that large-cap growth stocks are poised to make a comeback. Here's a look at Marsico 21st Century Fund... Gartmore U.S. Growth Leaders/IS... etc. |
BusinessWeek August 1, 2005 Lauren Young |
A Green Light For Blue-Chip Funds Returns have been off lately, but funds investing in big-cap stocks are set to rebound. |
Financial Advisor June 2005 Marla Brill |
Fishing For Fallen Angels Putnam's David King shops for bargains among tarnished growth stocks. |
BusinessWeek February 7, 2005 Robert Barker |
Still Sweet On Dividend Stocks Still under 3%, the yields on five-year, AAA-rated municipal bonds won't be funding many ocean cruises this winter. That's why I've been keeping my eye on an alternative: dividend-paying stocks. |
Financial Advisor August 2004 Alan Lavine |
Small-Cap Funds Start Exhibiting Caution Several managers believe next year will be better than this year. But they are also realistic. |
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. |
The Motley Fool December 22, 2005 Bill Barker |
50 Years of Market Whomping Time-tested strategies are good all the time. Small caps had a better year than large caps -- again. And value stocks outperformed growth stocks -- again. |
Financial Planning June 1, 2009 Ilana Polyak |
Not How, But How Much As difficult as the recent market has been for dividend payers, managers Brian McMahon and Jason Brady, of Thornburg Investment Income Builder fund, were able to take advantage of the fund's flexible strategy to find income in other places. |
BusinessWeek September 12, 2005 Lewis Braham |
Building A Focused Fund Of Your Own Portfolios of under 50 stocks have outrun the market with less risk. Here's how they do it. |
Entrepreneur September 2004 Dian Vujovich |
Way to Grow Large-cap growth funds may not sound exciting, but there's a solid place for them in a diversified portfolio. This fund uses a computer model to pick its winners. |
Investment Advisor October 2005 Ben Warwick |
The Puzzler: Large Cap or Small? We all know that when it comes to stocks, size matters. But bigger isn't always better, especially when the subject under discussion is the equity market. |
The Motley Fool August 18, 2004 Matt Logan |
Beat the S&P 500 Legg Mason's Mary Chris Gay talks about why the S&P crushes most fund managers and how to beat it. |
Financial Advisor April 2005 Raymond Fazzi |
Stunted Growth Still-rattled investors crowd onto the value bandwagon. |
Financial Advisor June 2006 Marla Brill |
Going Everywhere For the first time in its five-year history, Thornburg Core Growth Fund -- a multicap growth fund that usually leans toward small- and mid-cap stocks -- is finding more enticing investment opportunities in larger companies. |
Investment Advisor January 2006 Kathleen M. McBride |
Off the Grid Financial professionals discuss whether style boxes are necessary. |
The Motley Fool January 25, 2005 Shannon Zimmerman |
Time to Buy Here's a tip for fortifying your portfolio during troubled times: Growth funds are on sale. Get 'em while they're not hot. |
Financial Advisor May 2005 Evan Simonoff |
The Quest For Value Gets Tricky After five years of what some would call a bear market and others would term a sideways market, most serious investors are reaching the conclusion that most financial assets are fully and fairly priced. |
Investment Advisor November 2006 |
Blending In Nicely Although value stocks have outperformed growth over the past few years, some observers believe growth is poised for a rebound. By investing in a blended fund, one can possibly ignore the eternal pendulum between growth and value. |
Financial Planning November 1, 2005 Randy Lert |
Stick to Your Guns! Investment managers have stayed bullish on investment underdogs despite a market that has been going the other way. Their favorite category by far is large-cap growth stocks, yet according to several surveys, those stocks only rose 1.7%. |
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. |
The Motley Fool August 17, 2004 Shannon Zimmerman |
Time to Buy? The market downturn this summer has handed smart fund investors a world-class opportunity to go shopping down the equity market's large-cap growth aisle. |
Registered Rep. July 1, 2005 Stan Luxenberg |
A Tough, but Smart Sell Plenty of clients detest bond mutual funds, but a bond fund can be less volatile than a small portfolio of individual bonds. The typical fund is broadly diversified and includes hundreds of names. |
BusinessWeek May 2, 2005 Mara Der Hovanesian |
On the Sunny Side of the Street Is the economy overheating or heading for a nasty fall? Both fears have many investors heading for the exits. But many investment pros are sticking with stocks. |
The Motley Fool March 17, 2005 Robert Brokamp |
Stocks for the Really Long Term Yes, stocks are the long-term investment of choice. But at any price? |
BusinessWeek August 4, 2003 Lewis Braham |
Funds That Make the A-List These funds are proving to be stalwarts in a still-iffy market |
The Motley Fool April 29, 2005 Bill Barker |
Using a Chimp to Improve Your Returns Jeremy Siegel's constant posits that annual real returns for the stock market over the long term will always be 6.5% to 7% per year. But there's a way for you to improve on that. |
The Motley Fool June 16, 2006 James Early |
10 Ways to Make Money in Stocks A few carefully chosen blue-chip stocks can make a great foundation for a successful long-term portfolio by offering solid returns with a little bit less downside volatility. And that can be a pretty good deal in a crazy market like this one. |
The Motley Fool February 19, 2010 Amanda B. Kish |
Are Insiders Buying or Selling? These signs are encouraging for some companies, but not others. |
The Motley Fool May 11, 2004 Shannon Zimmerman |
Building the Perfect Portfolio Smart asset allocation is critical to successful fund investing. Staying the course is a fine idea, but because your goals and tolerance for risk are bound to change over time, the perfect portfolio will always be a work in progress. |
The Motley Fool January 14, 2005 Shannon Zimmerman |
ETF Tip No. 4: Get Smart Why it's smart to own actively and passively managed funds. |
The Motley Fool May 18, 2011 Matt Koppenheffer |
Can You Really Make Money in Blue Chips? There are good opportunities among the large caps, but you have to be choosy. |
The Motley Fool September 28, 2004 |
How to Think About Diversification There's no absolute best number of stocks to own. Too few and you've taken on too much risk. Too many and you've diluted the power of your holdings more than you had to. |
The Motley Fool September 7, 2004 Salim Haji |
How Many Stocks Should You Own? Diversification into stocks you don't fully understand could increase risk within your portfolio. |
The Motley Fool August 8, 2007 Tim Beyers |
Who's Buying Now? Sometimes insiders are buying for all the right reasons. Who's at it this week? American Capital Strategies... Capital Trust... Hertz Global Holdings... etc. |
Financial Advisor February 2004 Eric L. Reiner |
The Road To Recovery How you can help clients profit from the economic recovery. |
The Motley Fool November 5, 2004 Selena Maranjian |
10 Big Investing Mistakes Some mistakes are not always mistakes. |
Investment Advisor April 2007 Kathleen M. McBride |
Par Excellence 2007 Separately Managed Accounts Awards: Thornburg Investment Management Value Equity... TCW Investment Management Relative Value Large Cap... etc. |
Real Estate Portfolio Sep/Oct 2003 Lynn Novelli |
First Rate Times have been very good for Thornburg Mortgage, but what impact will interest rate hikes have? |
Investment Advisor April 2008 McBride & Iyer-Ahrestani |
At the Summit The Thornburg Value Equity team efficiently and effectively delivers targeted, institutional-quality money management to high-net-worth individuals. |
Financial Advisor December 2005 Eric L. Reiner |
Where Are We Headed? Investment experts reveal where they believe the returns are as slower growth is predicted for 2006. |
Financial Advisor February 2004 Raymond Fazzi |
Mutual Funds Finally Start To Rebound But how long will the rally last? |
On Wall Street January 1, 2009 J Gibson Watson |
International Investing Offers Opportunities An SEC rule in October opened the floodgates for American Depository Receipts -- what does that mean for you and your clients? |
The Motley Fool February 6, 2006 Tim Hanson |
325 Incredible Returns Small caps are one area of the market where the individual investor has the opportunity to earn phenomenal returns, but there are also pitfalls. Investors must consider their investments very carefully. |