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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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 7, 2004
Beating the Market Can an actively managed mutual fund consistently post market-beating returns? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
AskMen.com
April 14, 2002
Rashmikant Patel
Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs... mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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?" mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 29, 2003
What's a Mutual Fund? It's sort of like an investing club. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 4, 2006
Dan Caplinger
10 Trillion Reasons to Invest Mutual funds keep raking in the money. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
April 21, 2005
Don't Buy the Dividend! There's a bad time to buy into mutual funds. mark for My Articles similar articles
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. 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
September 6, 2006
Dan Caplinger
Fend Off Fund Fees: Part 2 Here are more tips to save cash by avoiding unnecessary mutual fund fees. mark for My Articles similar articles
The Motley Fool
February 28, 2005
Understanding "Window Dressing" Some mutual funds are pulling the wool over your eyes. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
July 6, 2004
Seeking Outstanding Mutual Funds Don't settle for below-average performance when you can earn average or better. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 11, 2006
On Funds and Meetings If you hold shares through a mutual fund, can you attend annual company meetings? 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
The Motley Fool
January 13, 2004
Selena Maranjian
The Fund Fee Fracas Are mutual fund fees too high? mark for My Articles similar articles
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. mark for My Articles similar articles