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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. |
Financial Advisor June 2010 Riva D. Atlas |
A Creditor's Feast Investors who snatched up distressed debt made big money in 2009. Some opportunities remain. |
Financial Advisor August 2007 Marla Brill |
Hedging Your Bets A growing group of market-neutral mutual funds have distilled the essence of hedge fund investing into a more regulated, liquid and accessible format. |
Financial Advisor November 2007 Marla Brill |
Three Roads To Value Merger arbitrage and undervalued stocks are appealing to Franklin Templeton's Mutual Qualified Fund manager Anne Gudefin, but she's waiting on distressed debt. |
Financial Advisor February 2, 2009 Alan Lavine |
Distressed Assets Gone Wild There are several ways for financial advisors to get in on the distressed asset action by investing in private equity, in hedge funds, or in mutual funds that invest in distressed bonds and stocks. |
Registered Rep. October 26, 2012 Brad Zigler |
Is It Prime Time for Event Driven ETPs? Portfolios pursuing event-driven (ED) strategies attempt to profit from mergers, restructurings, shareholder buybacks, tender offers, debt exchanges and private security offerings. There are some, but not many, event driven ETFs available. |
Financial Planning September 1, 2006 David A. Twibell |
When Neutral Is Good Market-neutral funds seek to minimize market risk while generating equity-like returns. |
Financial Advisor February 2006 Alan Lavine |
Alive And Well The ongoing merger boom keeps feeding the risk arbitrageurs' bottom line. Financial advisors have a number of options if they want to invest clients' cash in mutual funds that could benefit from merger deals. |
Registered Rep. February 1, 2005 David A. Twibell |
On Neutral Ground Interest in market-neutral strategies exploded during the bear market, and the funds have sustained their popularity through the market's comeback. |
Financial Advisor September 2009 Gail Liberman |
How Liquid Are Client Mutual Funds? In a falling market, a fund's securities that appear to be liquid suddenly may have no market. |
Registered Rep. February 1, 2006 Stan Luxenberg |
Do-It-Yourself Funds of Funds The real deal breakers for financial advisors with wealthy clients who have sophisticated needs are that hedge funds tend to be illiquid and lack transparency. Here's how to use mutual funds that use hedge fund strategies to solve this problem. |
Financial Planning December 1, 2008 David E. Adler |
Vultures Circling Instead of a bear market, the developing investment environment could be characterized as a vulture market. But at the moment the vultures are circling, but not swooping. |
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? |
Registered Rep. March 1, 2005 Neil O'Hara |
Dearth of Easy Pickings? Now that retail investors are able to partake of hedge funds in unprecedented numbers, some are calling hedge investing a bubble about to be popped... Largest SEC Registered Funds of Funds... Hedge Fund Index Performance... |
Finance & Development June 1, 2006 Angel Ubide |
Demystifying Hedge Funds In an effort to soothe worries about transparency and supervision, public authorities are trying to develop new approaches to meet the public's need for financial system stability and investor protection while enabling investors to enjoy the benefits that hedge funds bring to financial markets. |
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. |
Investment Advisor March 2006 Jeff Joseph |
Hedgeworld Hedge Fund Focus: A Bright Start for '06 Good news seemingly came at hedge fund managers from all directions in January. Equity market returns were up as was volatility, emerging markets showed gains, and there was big merger news on which to trade. |
Registered Rep. September 12, 2013 Stan Luxenberg |
Against All Odds Rising interest rates have many bond fund investors running scared. But these funds tend to thrive when rates rise. |
Financial Planning August 1, 2008 William Harding |
A Different Mix As investors suffer through this year's unstable market, the wounded are talking about alternative investments. |
BusinessWeek January 30, 2006 Robert Barker |
Guidant Or No, J&J Is A Buy To Wall Street, Johnson & Johnson has been sounding like Dumb & Dumber. |
The Motley Fool November 13, 2008 Liz Peek |
This Is Where Investors Are Profiting Credit markets may be tight, but some deals are still being made, and risk arbitrage investors are capitalizing on it. |
Investment Advisor October 2009 James J. Green |
Danger & Opportunity: He's Got the Momentum Cliff Asness, a hedge fund manager who caters to institutions, is a true believer in momentum investing. |
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. |
The Motley Fool December 4, 2006 Dan Caplinger |
10 Trillion Reasons to Invest Mutual funds keep raking in the money. |
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. |
Fast Company January 2002 George Anders |
7 Lessons From WaMu's Playbook Mergers and acquisitions are, once again, shaking up all kinds of industries. The big question: How do you do them right? Here's the playbook according to Washington Mutual, one of the best in the business... |
Financial Planning August 1, 2010 Donna Mitchell |
Yield at Any Price? Shocked from the Flash Crash, nervous about the potential fallout from the European sovereign debt crisis and distressed about high unemployment, investors fled equity mutual fund categories and poured their money into fixed income. |
Investment Advisor August 2005 Jeff Joseph |
Hedgeworld Hedge Fund Focus: Institutions Are Still Committed Two recent surveys provide insights into the current state of hedge funds and their longer-term performance. |
The Motley Fool February 28, 2005 |
Understanding "Window Dressing" Some mutual funds are pulling the wool over your eyes. |
Financial Advisor February 2006 |
Letters to the Editor The New Newark... Clarification Needed... It Pays To Be Prudent... Corrections... |
The Motley Fool April 7, 2005 Rick Aristotle Munarriz |
Three Funds for Stock Investors Even the most hardcore equity buffs can afford to own some mutual funds. Oakmark International Fund... Arbitrage Fund... Gateway Fund... |
AskMen.com April 14, 2002 Rashmikant Patel |
Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs... |
National Real Estate Investor May 1, 2008 W. Joseph Caton |
Savvy Fund Managers Seize Opportunity Real estate investment funds have been on a capital-raising binge for the past two quarters. |
The Motley Fool April 27, 2004 Shannon Zimmerman |
Check Volatility at the Door Sector funds can be a lot more risky than they at first appear. Even true champion funds aren't risk-free, but a history of keeping volatility in check adds to their appeal. |
Investment Advisor December 2005 Kathleen M. McBride |
Hybrid Vehicles? Mutual funds have brought Main Street into investing and been the lifeblood of most advisors' practices. In the future, will there be a better way to invest? |
The Motley Fool December 3, 2004 Whitney Tilson |
Gaining an Investment Edge Here's how to beef up your portfolio and beat the market. |
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 Advisor November 2003 Marla Brill |
Advisors Divided Over Fund Scandals Some think they are isolated cases; others say their faith is being tested. |
Investment Advisor October 2007 Jeff Joseph |
Sub-Prime Returns Redux August appears to have been the worst month for hedge funds since May 2006, when 70% of all hedge funds fell. The first two weeks of the month saw continued woes in subprime mortgage securities. |
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 July 30, 2007 Amanda B. Kish |
Old Mutual Spreads Its Wings It remains to be seen if Old Mutual's plans for growth will make this firm's funds worth owning, but one fund, Old Mutual Focused Fund, is already worth a look. |
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. |
Registered Rep. February 28, 2007 Stan Luxenberg |
A Market Sell Off? What Market Sell Off? How did these mutual funds, designed to act like hedge funds, perform when the market sank on Feb. 27? Analytic Global Long/Short... Arbitrage... Diamond Hill Focus Long/Short... etc. |
The Motley Fool November 6, 2007 Rich Greifner |
The Dangers of Diversification Diversification is one of the key benefits of mutual fund investing. But by investing in a broad range of securities, mutual funds also reduce the upside potential of winners. |
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. |
Investment Advisor May 2010 Robert F. Keane |
30 for 30 Interviews: John Bogle Vanguard founder John C. Bogle comments on how the mutual fund business has changed over thirty years. |
The Motley Fool June 13, 2006 Jim Mueller |
Foolish Investing and Boston Scientific In having bought Guidant, Boston Scientific might end up paying more than just the price. Investors, take note. |
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?" |
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 May 11, 2005 Shannon Zimmerman |
The Case for Mutual Funds Picking the right fund is every bit as important as picking the right stock, if not more so. |