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Financial Advisor September 2006 Marla Brill |
Riding The Value Train Wintergreen Fund's David Winters embraces the unloved and keeps management on its toes. |
The Motley Fool October 6, 2006 Tim Beyers |
Better Know a Stock Picker Up this week is all-cap maverick David Winters. Is this fund for you? Wintergreen: Fund size... 1-year return... 5-year return... Top 10 holdings... etc. |
BusinessWeek January 22, 2007 Roben Farzad |
A Bigger Voice For Small Investors With corporations under mounting pressure to acknowledge shareholder rights, ordinary mutual fund managers are increasingly asserting themselves on behalf of smaller investors. |
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 January 7, 2004 |
Beating the Market Can an actively managed mutual fund consistently post market-beating returns? |
BusinessWeek June 26, 2006 Lauren Young |
Mutual Funds: Back In Action Sure, the markets are jittery, but mutual funds are doing a better job for investors since the dot-com smashup. Long-term returns are up, fees are down, and, despite ETFs and hedge funds, money is rolling in. |
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. |
AskMen.com April 14, 2002 Rashmikant Patel |
Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs... |
Financial Planning October 1, 2011 Ilana Polyak |
At Home, Overseas You might think a portfolio dominated by companies based in the U.S. and Europe would make its manager nervous. Yet David Winters, skipper of the $1.6 billion Wintergreen Fund, sees tremendous opportunities. |
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 April 13, 2004 Selena Maranjian |
Wondering About Magellan A recent Money magazine article asked a question that's on the minds of many mutual fund investors: "Can Magellan Bounce Back?" |
Financial Planning October 2, 2007 Elizabeth O'Brien |
Bookshelf Dump all your retail mutual funds! That's the message that Ric Edelman shouts in his book, The Lies About Money. |
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. |
Financial Planning January 1, 2006 Steve Deutsch |
Parallel Universes Allocations to separate accounts and mutual funds are strikingly similar, but advisers should hesitate to make returns-based conclusions, particularly when it comes to separate accounts relative to other investment vehicles. |
The Motley Fool December 29, 2003 |
What's a Mutual Fund? It's sort of like an investing club. |
Wall Street & Technology October 27, 2005 Eugene Gilerson |
Mutual Funds Wake-Up Call The developing new market landscape has made it clear that mutual fund families will have to take decisive technological actions to keep their share of the market and sustain profitability. |
Investment Advisor October 2009 |
The Soapbox: What You Need to Know About Hedge Fund Conversions Not all hedge funds can be seamlessly converted into mutual funds. |
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. |
Registered Rep. March 1, 2003 Grove & Prince |
The Affluent Are Searching for Relief in Alternatives The rich shouldn't care if it's a bull or bear market. That's because the rich have so many investment options -- they can go completely short, or pick a cocktail of alternative investments, that, theoretically, could hedge away risk. Surveys show the affluent are doing exactly that. |
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. |
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. |
HBS Working Knowledge December 1, 2003 |
Is This the Twilight Era for the Managed Mutual Fund? What is the answer to allegedly poor mutual fund governance practices? Can mutual fund directors, often responsible for dozens of funds in a fund family, be expected to exercise adequate oversight? Or must practices be corrected through added regulation? Or is the problem deeper than this? |
The Motley Fool January 5, 2007 Selena Maranjian |
Recent Trends in Mutual Funds Most of us hold some mutual funds. See how they've been growing lately. |
Registered Rep. October 1, 2006 John Churchill |
Investing on Faith Fees and performance may be at the top of the list of mutual fund characteristics investors look for, but don't count out faith. |
The Motley Fool December 4, 2006 Dan Caplinger |
10 Trillion Reasons to Invest Mutual funds keep raking in the money. |
The Motley Fool November 10, 2004 Selena Maranjian |
Privatized Social Security: Trouble for Funds? The possible plan may not be a mutual fund windfall. The greatest challenge may lie with the investors themselves. Most simply will not be equipped to manage their own retirement funds. |
The Motley Fool April 21, 2005 |
Don't Buy the Dividend! There's a bad time to buy into mutual funds. |
The Motley Fool April 22, 2005 Selena Maranjian |
Not Your Father's Mutual Fund Funds have changed a lot -- and not for the better. Select carefully. |
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 September 6, 2006 Dan Caplinger |
Fend Off Fund Fees: Part 2 Here are more tips to save cash by avoiding unnecessary mutual fund fees. |
The Motley Fool February 28, 2005 |
Understanding "Window Dressing" Some mutual funds are pulling the wool over your eyes. |
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. |
HBS Working Knowledge December 8, 2003 |
Readers Respond: Is This the Twilight Era for the Managed Mutual Fund? I am skeptical of the ability of fund managers to consistently beat the market... I believe that we have probably seen the beginning of the decline of the actively managed mutual fund... The mutual fund scandal will shift public trust towards index funds... etc. |
The Motley Fool October 16, 2006 Dan Caplinger |
Get More Than You Pay For Although open-end mutual funds make up the majority of all mutual funds available to investors, there's another type that acts much differently. Closed-end mutual funds, carry with it inefficiencies that astute investors can observe and use to their advantage. |
The Motley Fool June 17, 2009 Dayana Yochim |
It's Time for Your Quarterly Cash Checkup Make sure your money is working hard and smart for your future. |
Entrepreneur August 2006 Jennifer Pellett |
Safe Bet? What's new in the mutual fund market. |
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. |
Registered Rep. May 18, 2004 John Churchill |
The Only Game in Town Survey shows a majority of investors still think mutual funds provide the best opportunity for a diversified portfolio, and many do not think the mutual fund improprieties are widespread across the industry. |
Investment Advisor January 2006 Jeff Joseph |
Hedgeworld Hedge Fund Focus: Full Speed Ahead for Hedge Funds SEC regulation, demand for additional transparency, and tales of occasional fraud are but speed bumps on a trajectory that could see hedge fund assets quadruple by the end of the decade. |
The Motley Fool July 6, 2004 |
Seeking Outstanding Mutual Funds Don't settle for below-average performance when you can earn average or better. |
Financial Planning April 1, 2005 Jennifer A. Liptow |
White Paper A report finds that financial advisers are reaping the benefits of the increasing dollars flowing into mutual funds via 12b-1 fees. |
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 October 11, 2006 |
On Funds and Meetings If you hold shares through a mutual fund, can you attend annual company meetings? |
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. |
BusinessWeek December 12, 2005 Lewis Braham |
Funds Made To Deliver "Absolute return" mutual funds aim for a positive result no matter how the stock market does. |
Financial Planning July 1, 2006 Dan Wheeler |
Hedge Funds, Unplugged Take the buzz out of the hedge fund phenomenon, and you may find less electricity than you think. |
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. |
Financial Advisor October 2011 Juliette Fairley |
Staying Afloat Hedged equity mutual funds provide protection against downside risk, but they are costly. |
The Motley Fool January 13, 2004 Selena Maranjian |
The Fund Fee Fracas Are mutual fund fees too high? |
Investment Advisor March 2007 Martin de Sa'Pinto |
Want Less Risk? Try Hedge Funds Hedge funds endow a portfolio with good protection against anomalous downturns in both equities and bond markets. |