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The Motley Fool
December 9, 2009
Chris Jones |
This Top Stockpicker Thinks We're Headed For Disaster First Pacific Advisors' Robert Rodriguez leaves investors with a stern warning about the economy.   |
Financial Planning
June 1, 2005
Ilana Polyak |
Fund Manager Profile: What, No Bonds? An investor who wants to hold cash generally doesn't do so in a bond fund. Yet that's just what shareholders of $2.1 billion FPA New Income have done in recent years, as the fund's cash position has grown steadily higher. |
The Motley Fool
July 16, 2007
Tim Beyers |
Better Know a Stock Picker Get this stock picker on your side if you never want to lose money. The fightin' team at Fidelity Growth Co. is led by Steve Wymer, who may be the best tech investor operating at Fido. |
Financial Planning
December 1, 2012
Ilana Polyak |
Fund Manager Profile: Dennis Bryan, FPA Capital Fund Worried about the poor fiscal health of the U.S., FPA Capital doubles down on quality names. |
Financial Advisor
September 2012
Marla Brill |
Bargain Scavenger Steve Romick's contrarian style has helped FPA Crescent Fund outperform over the long term. |
BusinessWeek
December 6, 2004
Suzanne Woolley |
All That Cash -- And Nowhere To Go With stocks high and volatility low, value fund managers are sitting on the sidelines |
Registered Rep.
July 12, 2011
Stan Luxenberg |
Some High-Profile Mutual Fund Managers Are on a Buyer's Strike At a time when the markets are plagued by sluggish economic growth and unnerving debt burdens, some prominent funds are avoiding major categories of stocks or bonds. |
Registered Rep.
March 1, 2003
Stan Luxenburg |
Going to Extremes Used as the "explore" part of a "core and explore" strategy, focus can indeed help produce alpha (outperformance). |
BusinessWeek
August 27, 2009 |
Picking Winners All of these actively managed funds get an A for stewardship from Morningstar, thanks to their top-notch management companies and fees that are below-average for their fund category |
Registered Rep.
June 1, 2004
Stan Luxenberg |
Escape Is Rarely the Safest Bet Don't tell Brandywine Fund that fleeing stocks for cash is a safe, conservative maneuver. Several mutual funds now have a substantial portion of their assets in cash. Is this a good idea? |
Financial Advisor
February 2009
Evan Simonoff |
A Grand Experiment Any crisis has a silver lining, and Robert Rodriguez, First Pacific Advisors' CEO and the only manager to win Morningstar's manager of the year awards in both equity and fixed-income categories, expects Americans' savings rate to climb. |
Financial Advisor
November 2012
Karen DeMasters |
FPA Membership Slide Stabilizes A free fall in the Financial Planning Association's membership over the last few years has stabilized, and the organization's new leaders say they're hopeful a turnaround is in the offing. |
Financial Advisor
February 2, 2009
Sherri Scordo |
Frontline News Time is money (and health)... 401(k)s getting KO'd... Morningstar names managers of the year... Long-term health care costs up, but increase has slowed... Some advisors avoid state-focused munis... Care giving for cash... |
Financial Advisor
August 2004
Evan Simonoff |
Bear Brawl Comes Up Short FPA Capital's Robert Rodriguez and Grantham Mayo's Jeremy Grantham faced off to argue with a bond fund maven, Citigroup's Joe Deane, who was much more bullish on stocks than on his own asset class. The exchange took place at Morningstar's annual mutual fund conference. |
Financial Advisor
March 2011
Evan Simonoff |
Challenges Confront FPA Editor's Note: Like many associations, the FPA is not doomed, but it needs to rethink its value proposition. |
Investment Advisor
August 2007
Kathleen M. McBride |
Subprime As the implosion of subprime mortgages and junk bonds causes uncertainty throughout the markets, advisors and broker/dealer executives may want to think about what's in their clients' portfolios. |
BusinessWeek
July 29, 2010
Charles Stein |
Steve Romick: A "Free-Range" Fund Manager FPA Crescent's Romick puts his money wherever he sees value. |
