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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 mark for My Articles similar articles
Financial Advisor
October 2004
Marla Brill
Looking At The Long Term Despite recent setbacks, this fund's winners have outpaced losers over time. mark for My Articles similar articles
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" mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
June 2005
Marla Brill
Fishing For Fallen Angels Putnam's David King shops for bargains among tarnished growth stocks. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
April 2005
Raymond Fazzi
Stunted Growth Still-rattled investors crowd onto the value bandwagon. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
January 2006
Kathleen M. McBride
Off the Grid Financial professionals discuss whether style boxes are necessary. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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%. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
BusinessWeek
August 4, 2003
Lewis Braham
Funds That Make the A-List These funds are proving to be stalwarts in a still-iffy market mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
February 19, 2010
Amanda B. Kish
Are Insiders Buying or Selling? These signs are encouraging for some companies, but not others. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
February 2004
Eric L. Reiner
The Road To Recovery How you can help clients profit from the economic recovery. mark for My Articles similar articles
The Motley Fool
November 5, 2004
Selena Maranjian
10 Big Investing Mistakes Some mistakes are not always mistakes. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
February 2004
Raymond Fazzi
Mutual Funds Finally Start To Rebound But how long will the rally last? mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles