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BusinessWeek January 21, 2010 Tara Kalwarski |
Why M&A Funds Are Hot They're not a gold mine, but their volatility is low, and they seldom lose money. |
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. |
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. |
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. |
Financial Planning January 1, 2010 Ilana Polyak |
Merge Ahead The Merger Fund doesn't follow the fortunes of the stock market in either good or bad years. |
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. |
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 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. |
The Motley Fool November 10, 2006 Dan Caplinger |
Profit From Arbitrage Sometimes you don't have to hit a home run to make money in the markets. |
Financial Advisor January 2006 Evan Simonoff |
The Return Of Activist Investing Franklin-Templeton's Mutual Recovery fund is a hedge fund alternative. The fund focuses on three investment strategies: risk arbitrage, distressed securities and special situations., according to manager Mike Embler. |
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... |
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. |
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. |
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. |
The Motley Fool November 13, 2007 Rick Aristotle Munarriz |
How I Learned to Love the Fund There should always be room for mutual funds in your portfolio; the best portfolio is a balanced portfolio. |
The Motley Fool December 24, 2007 Rich Duprey |
Corporate Marriages May Not Mean Bliss Merger and acquisition activity spiked up this month, with companies wanting to get together in far greater numbers after having taken a summer hiatus when the credit crunch roiled the markets. |
The Motley Fool December 15, 2008 Rich Duprey |
It Ain't Espionage, but Arbitrage Can Be Risky It's not easy to play the merger arbitrage game and win. When it works, you can make a tidy profit, but finding the right levers to pull hasn't been a simple task. |
The Motley Fool December 8, 2009 Russ Krull |
An ETF for Arbitrage Traders Is IndexIQ's new merger arbitrage ETF a buy? |
BusinessWeek December 12, 2005 Emily Thornton |
Fat Merger Payouts For CEOs Top executives at companies being acquired are reaping windfalls. Whose interest is being served? |
CFO March 1, 2003 Roy Harris |
Close to Divest Many companies are poised to shed failed acquisitions, but few want to talk about it. |
Registered Rep. June 9, 2011 Nate Wendler |
AQR Courts Advisors with High-Performing Alternative Funds RIA advisors looking to add low-correlated assets at low cost to client portfolios could do well to consider three no-load alternative mutual funds from AQR, or Applied Quantitative Research. |
BusinessWeek January 10, 2005 Coy & Thornton |
Shake, Rattle, And Merge Companies with cash. Investors who welcome bold offers. A weak dollar. It looks like a year of big M & A deals. |
Financial Planning September 1, 2009 Suzanne McGee |
The Athletic Portfolio In this environment, a good portfolio is one that rides out storms and takes advantage of opportunities -- one that demonstrates strength, flexibility and endurance. What should financial advisors do to deliver peak performance for clients? |
BusinessWeek December 4, 2006 Emily Thornton |
What's Behind The Buyout Binge With stocks cheap and private equity firms flush, this boom may be a record-breaker. |
BusinessWeek February 21, 2005 David Henry |
Have Dealmakers Wised Up? Acquiring companies seem to be taking a closer look -- and paying less. |
CFO January 1, 2002 Stephen Barr |
Deals: They've Come Undone With buying activity sharply down, merger breakups made the biggest headlines last year. |
The Motley Fool June 29, 2009 Dan Caplinger |
Is There Free Money In These Stocks? Sometimes, a bargain price on a stock seems to offer investors free money. If you don't understand the risks involved, though, attractive stocks can burn you. |
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 November 10, 2003 David Henry |
M&A Deals: Show Me Aware that many mergers haven't paid off in the past, investors don't have the enthusiasm they once did. |
U.S. Banker September 2007 Lee Conrad |
Woes Cause Gloom To Spread The mortgage problems that market prognosticators have been expecting for a couple of years are finally coming. And they've quickly soured the mood in financial services M&A. |
The Motley Fool May 23, 2007 Matt Koppenheffer |
Dueling Fools: Private Equity Bull Rebuttal Private equity deals aren't without their warts, but they're still benefiting investors. |
The Motley Fool January 28, 2005 James Early |
Wall Street's Lesson for Main Street Hedge fund specialty trade offers insights for your own portfolio. |
The Motley Fool March 19, 2004 Rick Aristotle Munarriz |
3 Tasty Fund Plays Not all mutual funds are created equal or equally bad. |
The Motley Fool September 21, 2005 Tom Taulli |
Wall Street's Shopping Spree M&A is back, and it's not leaving anytime soon. How can an investor capitalize on this? |
BusinessWeek January 10, 2005 |
Here Comes The Year Of The Deal Fallout from a new M&A boom could turn out to be a major unanticipated policy issue in 2005. Rapid consolidation could increase pricing power in many industries. It's the right time for the U.S. government's trustbusters to stay alert. |
Knowledge@Wharton |
M&A Activity: Back with a Whimper To some market watchers, a flurry of transactions signals a comeback for the merger and acquisition market, which has been in a slump for the past few years. But Wharton faculty and other experts say the M&A frenzy of the 1990s is unlikely to be repeated this time. |
CFO January 1, 2008 Avital Louria Hahn |
Lessons from Adversity The split personality of 2007 dealmaking, with its dramatic highs and lows, could teach a few things about M&A in the year ahead. |
BusinessWeek December 6, 2004 Thornton, Arndt & Weber |
Why Consumers Hate Mergers Mergers often make customers dissatisfied. And once that happens, it can take managers years to regain lost ground. |
U.S. Banker March 2002 John Hackett |
Bottom Falls Out Investment bankers had to find other things to keep them busy in the second half of the year, as the bank and thrift M&A market virtually collapsed... |
CFO January 1, 2004 Roy Harris |
The Start of Something Big? A blockbuster fourth quarter gives even pessimists hope that M&A activity has finally turned the corner. |
Knowledge@Wharton |
The Deal Drought: IPOs and M&As are Down But Not Out The rate of financial deals has plummeted since the collapse of the economic boom. IPOs, mergers and venture funding have all seemingly evaporated, and with them thousands of financial industry jobs. But experts hint that you can still find deals going on, if you look in the right places. |
U.S. Banker April 2005 Michael Sisk |
Regulations Add Wrinkle to M&A Caveat Emptor is the name of the game more than ever, lest buyers get saddled with the legal troubles of their new firm. |
Financial Advisor November 2011 Marla Brill |
Powering Up Utility stocks are a lower-risk way to achieve incremental returns, says manager Mario Gabelli of the Gabelli Utilities Fund. |
The Motley Fool July 24, 2007 David Lee Smith |
GM's Divorce From Allison Gets a Flat The General Motors deal to arrange a leveraged buyout of its Allison Transmission division is delayed as the private equity group has trouble finding financing. Its one of many deals disrupted as investors grow increasingly wary of private equity deals. |
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. |
Knowledge@Wharton |
Bank of America and FleetBoston: Dud Deal? It was the third largest bank merger in history, promising to create a mega-bank that would span the country. But though bank executives promise economies of scale and cross-selling opportunities, investors have not been impressed. |
Registered Rep. April 1, 2007 |
Hot Potato: Asset Manager Deal Boom Last year was a blockbuster for merger-and-acquisition activity in the asset-management sector -- buyers spent nearly $44 billion to purchase 191 firms managing more than $2.6 trillion, according to a recent research report. |
The Motley Fool March 29, 2005 |
What's a Hostile Takeover? Some companies need to look out for hostile takeovers. |
The Motley Fool August 23, 2010 Dan Caplinger |
This Won't Deliver 50% Buyout Gains A merger ETF misses M&A targets until after it's too late. You may find that despite a catchy name, an ETF isn't following the same strategy you would. |
Financial Planning May 1, 2007 David Grau |
Linked In As they look to recreate themselves, surprisingly few small financial practice owners consider mergers. |