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Financial Planning May 1, 2008 Elizabeth O'Brien	Foul-Weather Friend The five-star Diamond Hill Long-Short fund outperformed the markets significantly this year.
Financial Advisor April 2008 Alan Lavine	Stars Align For Long-Short Funds Long-short mutual funds, designed to deliver returns uncorrelated with equity, so far have been living up to their expectations during the period of stock market turmoil that began last summer.
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 Advisor November 2007 Brad Zigler	The Long And Short Of It Only time will tell if short-enabled mutual funds live up to the expectations of their creators or are, as some critics contend, a mistake in the making.
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.
Financial Planning May 1, 2008 David Adler	The Short Story With no sign that the real estate or credit markets have bottomed out, and every sign that consumers are running out of money, long-short funds may be well situated to take advantage of this new era.
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.
Financial Advisor October 2011 Juliette Fairley	Staying Afloat Hedged equity mutual funds provide protection against downside risk, but they are costly.
Financial Planning November 1, 2012 Allan S. Roth	Unappealing Alternatives: Investors Flock to Alternative Mutual Funds and ETFs Investors have been flocking to alternative mutual funds and ETFs - and are being punished for it.
Financial Planning December 1, 2009 Donald Jay Korn	Hedge Fund Backlash Investors deserted hedge funds in droves in 2008, angered by the perceived arrogance of managers who weren't holding up to their promises.
Financial Advisor April 2010 Jeff Schlegel	An Alternative World A growing number of financial advisors and their clients are clamoring for alternative investments in the wake of the massive market maelstrom of '08-'09, but it's a broad space requiring lots of due diligence.
Financial Advisor May 2006 Marla Brill	The Long And The Short Of It Harindra de Silva's Old Mutual Analytic Defensive Equity Fund is a veteran in the eclectic, newly recognized long/short category of funds.
Financial Advisor May 2011 Jeff Schlegel	Mainstreaming Alternatives Financial advisors are taking a shine to alternative investments.
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 8, 2010 Amanda B. Kish	Another Investing Fad Bites the Dust Say sayonara to 130/30 mutual funds.
Registered Rep. October 1, 2012 Brad Zigler	Beta Is Not a Bad Word Adjusting a portfolio's beta creates value -- either positive or negative -- on top of any produced by the managers' stock-picking skills.
Financial Planning June 1, 2008 David A. Twibell	Hedge Your Bets During these troubling times, how can advisors help clients protect their investment portfolios? There are a number of viable strategies.
Registered Rep. October 1, 2006 Kristen French	Long-Short Funds Catching On Long-short mutual funds have gotten more popular with investors in the last few years, as they increasingly look for low-volatility returns in an unpredictable market.
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.
BusinessWeek December 17, 2009 Tara Kalwarski	Alternative Assets for the Masses More private equity and hedge-fund-like products are being aimed at individual investors. Should they jump in now that they have the chance?
Registered Rep. April 1, 2008 Stan Luxenberg	Beating The Bear Will active funds eventually wither away? Not likely. Actively run funds are alive and well, and many are beating the current bear market.
Investment Advisor July 2007 Kathleen M. McBride	A Long-Short Story Ric Dillon, co-portfolio manager of the $1.6 billion Diamond Hill Long-Short Fund, wants to make money regardless of how the market is doing.
Registered Rep. November 6, 2014 David Armstrong	Drowning in Liquid Alts Liquid alternative funds, which seek to replicate hedge fund strategies in registered mutual fund structures, should play a substantial role in most client portfolios.
The Motley Fool July 21, 2010 Amanda B. Kish	The Next Big Investing Fad Alternative funds are promising, but don't expect to recoup all your losses.
BusinessWeek December 11, 2006 Anne Tergesen	A New Way To Beat The Market? So-called 120/20 funds use leverage and short sales to boost bullish bets.
Financial Planning March 1, 2005 Israelsen & Clement	Of Stocks and Funds Financial advisers need to explain to their clients that diversification can be a double-edged sword; protection against loss can sometimes insulate against return. Here's a performance comparison of individual stocks vs. equity funds in 2004.
Financial Advisor January 2007 Raymond Fazzi	Collaring Peace Of Mind Asset allocation and diversification are the principal risk management tools used by an advisor in a typical client portfolio. An equity collar strategy offers a different take on risk management.
Financial Advisor November 2010 Virginia Munger Kahn	Considering Convertibles Historically, convertible bonds have done well in sideways, volatile markets such as those of the late 1970s and early 1980s.
The Motley Fool May 4, 2007 Zoe Van Schyndel	Trade Like a Hedge Fund Although this strategy is often used by hedge funds and applied to equities, you can also build your own 130/30 portfolio using ETFs.
Financial Planning December 1, 2011 Ilana Polyak	Gateway to Protection It's still hard to ignore just how fragile the U.S. economy is, with an anemic growth rate and stubbornly high unemployment on top of the hobbled real estate market and troubles in Europe. Yet most fund companies haven't been sitting idly by
Registered Rep. August 1, 2007	60 Seconds A short interview with Mike Coffey about 130/30 mutual funds, Mainstay's latest offering for advisors and an emerging trend among asset managers.
Financial Advisor May 2009 David J. Drucker	Does Asset Allocation Need A Facelift? Has the 2008 stock market changed the rules of asset allocation and how we manage asset volatility?
Financial Planning August 1, 2007 Ilana Polyak	Fund Manager Profile: The Long and Short of It Long-short strategies may be the pick of the moment, but Harindra de Silva's Old Mutual Analytic Defensive Equity fund has been a lasting leader.
The Motley Fool January 23, 2004 Whitney Tilson	Buffettesque Superinvestors The author talks about 12 up-and-coming, mostly unknown investment managers whom he believes will substantially outperform the market over time. They manage money in very different ways, but all are from the intellectual village of Graham-and-Doddsville.
Financial Planning September 1, 2007 Donald Jay Korn	Different Strokes This summer's volatile markets proved that allocating funds among uncorrelated assets really does work.
BusinessWeek July 15, 2010	Strategies for Capitalizing on Alternative Assets A high-net-worth financial adviser talks about how to hedge your bets.
The Motley Fool September 16, 2010 Amanda B. Kish	Why You're Not Beating the Market All stocks seem to be moving in tandem. Actively managed mutual funds have been one of the primary victims of this flight from equity, with $191 billion pulled from equity funds in 2008 and 2009, according to Investment Company Institute data.
BusinessWeek April 25, 2005 Adrienne Carter	A Triple Play At Calamos How Calamos created the third-best-performing mutual fund of the past decade.
Investment Advisor November 2007 Elizabeth D. Festa	Institutional Approach for Individuals As a senior financial advisor, Leon James applies the quantitative analysis and strategic asset allocation used with his institutional clients to individuals who are retiring.
Registered Rep. January 21, 2011 Stan Luxenberg	Fund Families Rolling Out Absolute Return Funds Seeking to reach skittish investors, fund companies have been introducing a wave of absolute return funds.
BusinessWeek October 1, 2007 Anne Tergesen	Long-Shorts That Dodged The Blows How three funds succeeded in a summer when most hedge-like strategies failed.
Registered Rep. June 1, 2006 Kevin Burke	Schwab's Secret Success With more and more brokers going independent these days and open architecture on the rise, Schwab may very well bridge the gap between industry behemoths like Vanguard and Fidelity sooner than you think.
The Motley Fool March 10, 2011 Amanda B. Kish	An Investment Idea You Can Bypass Watch out for 130/30 funds.
On Wall Street February 1, 2013 Matthew Lemieux	Fine-Tuning a Portfolio Gets Year off to a Good Start The beginning of a year offers an opportunity to see how investments align with life goals.
Investment Advisor December 2007 Jeff Joseph	130/30 Market May Open Up With a growing demand from investors and, so far, little competition from hedge fund managers, it appears the sky is the limit for traditional portfolio managers in the 130/30 space.
Registered Rep. April 3, 2012 Diana Britton	Caution: Contents May Be Hot ETF managed portfolios -- separately managed accounts with over half of their assets in ETFs -- are among the latest hot products everyone is talking about.
Financial Advisor November 2008 Eric Rasmussen	Draining The Swamp 2008 has been said to be the worst year for hedge funds in two decades.
Entrepreneur August 2006 Jennifer Pellett	Safe Bet? What's new in the mutual fund market.
Registered Rep. July 23, 2010 Brad Zigler	An ETF Commission War Is Brewing There's something afoot in the ETF space that's going to challenge reps and advisors to create value-for-money propositions for their services.
Financial Advisor July 2010 Jeff Schlegel	Seeking Alpha, Avoiding Beta Advisors turn to alternative investments in search of returns without the volatility.