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Investment Advisor
July 2010
Savita Iyer-Ahrestani |
Mutual Fund Spotlight: One For All It may seem only natural that Chicago-based Ariel Investments' flagship $2.3 billion Ariel Fund attracts more attention than the firm's other products.   |
The Motley Fool
July 31, 2007
Amanda B. Kish |
Can Ariel Funds Turn the Tide? After two losing years, two funds hope to reverse their fortunes. The Ariel Fund, and the Ariel Appreciation Fund, may be waking up from their performance slumber. |
Financial Advisor
May 2007
Eric Rasmussen |
Looking At The Value Of Everything Will value stock funds continue to outpace growth? |
Financial Planning
September 1, 2005
Craig L. Israelsen |
Don't Box Me In Is it better to diversify from the four corners of the equity style box or take the middle road? Investment professionals have different recommendations. |
Investment Advisor
April 2006
Kathleen M. McBride |
Anything but Middling Munder's Mid-Cap Core Growth Fund's Tony Dong has prospered by finding growth wherever. |
Registered Rep.
March 1, 2006
Stan Luxenberg |
The Problem of Success If you overweighted clients' small-cap stock funds exposure a few years back, you're looking like a genius. But what now? Anyone seeking a small-cap choice faces a hard problem: Nearly all the top candidates have been closed. |
Investment Advisor
May 2008
Kathleen M. McBride |
No Mimicry Here An aversion to risk and comfort with a portfolio that doesn't mimic indexes has helped Delafield Fund perform well over the long haul. |
Financial Advisor
April 2004
Jeff Schlegel |
Seeing More Growth In Growth Observers predict continuing opportunities in growth funds this year. |
Financial Advisor
March 2007
Alan Lavine |
Values Persist In Mid-Cap Stocks While the market favors the big boys, smaller stocks keep chugging along. |
Financial Advisor
October 2007
Jeff Schlegel |
A Real (Estate) Mess In the wake of the subprime debacle, investors rethink the ways they are investing in real estate. |
Financial Advisor
December 2008
Marla Brill |
Time For Caution Janus Mid-Cap Value fund's manager believes now may not be the time to buy most equities. |
Financial Planning
January 1, 2011
Donald Jay Korn |
True Value How did value funds post superior numbers for the trailing 10 years? The short answer is that they held few technology stocks and emerged from the burstng tech bubble with a lead they held through the decade, says Michael Breen, associate director of mutual fund analysis for Morningstar. |
Financial Advisor
October 2004
Alan Lavine |
Pondering The Fate Of Mid-Cap Stock Funds Is the market rotating away from this once-hot sector? |
The Motley Fool
September 16, 2011
Selena Maranjian |
Here's What Ariel's Great Investors Are Buying John Rogers founded Ariel Capital Management in 1983. The firm invests in value-priced small and medium-sized companies. Here's where the firm is winning and losing currently and making new bets. |
Financial Advisor
February 2009 |
Where We Stand A Morningstar analyst discusses some of the top-performing separately managed accounts over the last three years. |
Financial Advisor
February 2008
Alan Lavine |
Fund Review: The Food, The Bad, The Ugly Several analysts give their predictions of the year to come in the fund market. |
The Motley Fool
August 12, 2008
Julie Clarenbach |
How to Buy Winners Set yourself up for big gains. |
Registered Rep.
December 28, 2010
Stan Luxenberg |
The Rodney Dangerfield Asset Class Mid-cap stocks and funds get no respect. Many investors overweight small and large stocks -- while giving short shrift to mid caps. |
The Motley Fool
April 9, 2007
Amanda B. Kish |
Are "Excellent" Funds Foolish? Part 2 This five-part series takes a closer look at the 24 funds highlighted in the 2007 Business Week/Standard & Poor's Excellence in Fund Management Awards. Mid-cap growth... Two good small-cap picks... |
The Motley Fool
June 29, 2007
Amanda B. Kish |
The Best Enhanced Index Funds: Part 2 More top funds with a return-boosting twist: Calvert Large Cap Growth... Vanguard Growth & Income... |
BusinessWeek
January 24, 2005 |
Searching for "Emerging Quality" Goldman Sachs Mid-Cap Value's Eileen Rominger focuses on cheaply priced stocks with potential for positive change. |
BusinessWeek
October 28, 2010
Suzanne Woolley |
A 401(k) Funds Popularity Contest A look at which actively managed mutual funds shepherd the most retirement assets, how well they do it, and where they are putting your money. |
Financial Advisor
June 2004
Kevin M. Wilson |
Why Value Beats Growth Portfolios using asset allocation combined with value investing produce better financial results. How should you advise clients to invest? |
BusinessWeek
January 14, 2010
Lewis Braham |
Fund Managers: Betting Their Own Money A Morningstar study shows that funds with manager investment may do better than their peers. But they remain a minority. |
The Motley Fool
April 13, 2007
Amanda B. Kish |
The Perfect Mutual Fund Portfolio Owning fewer funds just makes sense. But now the question remains -- exactly how many funds do you need to adequately diversify your portfolio? |
The Motley Fool
October 26, 2007
Sham Gad |
Fertile Hunting Ground for Value Investors Investors, get greedy when others show fear. |
Financial Planning
May 1, 2007
Kathy Gevlin |
Choppy Waters The first quarter of 2007 was tumultuous, leaving investors wondering what the waves will bring in next quarter. |
The Motley Fool
May 14, 2007
Amanda B. Kish |
Foolish Weekly Fund Wrap-Up Morningstar looks at ETF valuations... Bill Miller wants to go global... etc. |
The Motley Fool
June 1, 2011 |
Here's What Ariel Capital Management Bought and Sold Last Quarter If you'd invested in Ariel's 20 top holdings as they were disclosed publicly each quarter, you would have earned a total return of 412.6% between January 2000 and now, versus just 18.7% for the S&P 500. What are they doing now? |
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. |
Financial Planning
February 1, 2012
Craig L. Israelsen |
Mid-Cap's Role Mid-cap U.S. equity is almost always included when advisors and investors assemble diversified portfolios. One way to see if this popularity is justified is to do an in-depth survey of mid-cap funds, and to see how these funds affect portfolio performance. |
The Motley Fool
April 5, 2011 |
Here's What Ariel Capital Bought and Sold Last Quarter Ariel Capital purchases companies whose prospects include high barriers to entry, sustainable competitive advantages, and predictable fundamentals that allow for double digit cash earnings growth. Let's see what they've done recently. |
The Motley Fool
February 26, 2007
Ryan Fuhrmann |
Did Berkshire Throw In the Towel on H&R Block? Berkshire recently trimmed its H&R Block holding, but that doesn't make it a sell. |
Financial Planning
April 1, 2006
Susan B. Weiner |
The Middle Ground Mid-cap stocks have yet to command as much respect from advisers and investors as their small- and large-cap peers. Now mid-cap stocks find themselves in an unusual place -- the spotlight -- after a strong showing in 2005. |
BusinessWeek
March 26, 2007
Maria Bartiromo |
Inside The Mortgage Crisis CEO Angelo Mozilo says Countrywide Financial should not be lumped in with the subprime outfits that are getting hammered. |
BusinessWeek
September 10, 2007
Maria Bartiromo |
The Heat On Countrywide Embattled Countrywide CEO Angelo Mozilo answers critics who claim the lender helped bring on the housing crisis. |
The Motley Fool
January 22, 2007
Alyce Lomax |
Is Lee Enterprises So Enterprising? The news is good for the lesser-known newspaper publisher, but is the stock a bargain? |
Financial Planning
June 1, 2013
Laton McCartney |
4 Smart Mutual Fund Strategies The picks that worked as markets raced higher may not be the best choices going forward. As you look ahead, consider these ideas. |
Financial Planning
April 1, 2010
Craig L. Israelsen |
Size Matters U.S. equity mutual funds do not mirror the overall domestic stock market. That isn't necessarily bad, it's just the way it is. |
The Motley Fool
April 23, 2010
Selena Maranjian |
Know Buffett, Know Yourself The big money lies within your own circle of competence. As Warren Buffett says, you need to understand a business before investing in its stock. |
Investment Advisor
October 2007
Jason Brady |
Bottleneck While driven by fundamental weakness in U.S. real estate, in particular subprime loans, the current liquidity crisis has become a general lack of confidence in banking and financial institutions globally. |
The Motley Fool
July 26, 2007
Rimmy Malhotra |
Mr. Market's Subprime Vision Many REITs have little to no residential exposure, and therefore, little to no subprime exposure. |
The Motley Fool
July 27, 2006
Ryan Fuhrmann |
Bill Miller, Money Master -- Part IV Part four in a five-article series about legendary investor Bill Miller. Read through for a history of his career, current musings, and a number of stocks Mr. Miller currently finds interesting, as well as a comparison of his style to another legendary investor, John Neff. |
Financial Advisor
July 2007
Eric L. Reiner |
Housing Sings The Blues Real estate woes bring both worry and opportunity to the financial sector. |
Financial Planning
December 1, 2007
Elizabeth O'Brien |
Subprime Truths and Consequences The continuing credit crunch spotlights the perils of leverage. How should your financial advisory clients respond? |
BusinessWeek
March 19, 2007
Der Hovanesian & Goldstein |
Who Will Get Shredded? As the subprime business tanks, the pain is spreading to a wide swath of investors. |
The Motley Fool
January 19, 2007
Mary Dalrymple |
Index Funds Win Again Index funds are cheap, easy, and they reliably outperform many other funds. |
