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Investment Advisor
February 2007
Callahan & Howard |
Investing With Style A style-based system of portfolio management eliminates system inefficiencies, allowing advisers and managers to devote more time to what really matters to investors.   |
Investment Advisor
January 2006
Callahan & Howard |
Risky Business The primary goal of financial advisors is to make life less risky for clients. But using style boxes to determine risk in a portfolio is a fool's errand. |
Investment Advisor
February 2008
Callahan & Howard |
Illusionist Are your firm's money managers really just closet indexers? |
Investment Advisor
September 2005
Callahan & Howard |
Outside the Box Style boxes place artificial constraints on portfolio managers that may lead to underperformance. Instead, the authors argue, we should set managers free to pursue their unique styles. |
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. |
Investment Advisor
January 2006
Callahan & Howard |
Boxes Are Not Classes Advisors who use style boxes as proxies for asset classes are performing a disservice to clients. Here's why characteristic boxes are not asset classes and allocating among various characteristic boxes is useless at best. |
Financial Planning
September 1, 2006
Craig L. Israelsen |
Alpha Up and Down If you select mutual funds on the basis of their alpha, you may want to check how consistent those alphas really are. |
Investment Advisor
March 2006
Kathleen M. McBride |
Acting Like He Thinks If you're considering a large-cap growth fund, don't forget James P. O'Shaughnessy's Dreyfus Premier Alpha Growth Fund/B. Here's an interview with the fund manager. |
Financial Planning
March 1, 2007
Craig L. Israelsen |
Tales of the Tape When you look at annual returns, stocks, equity mutual funds and indexes tell surprisingly different stories. |
Financial Advisor
August 2009
Craig L. Israelsen |
A Better Balanced 'Core' Balanced funds are based on outdated models and need to be better diversified. |
Financial Advisor
February 2008
Bruce A. Weininger |
Out Of The Style Box You have a much greater chance of improving performance by using a smaller number of managers who have shown an ability to outperform the market -- as long as you give them the freedom to invest in their best ideas, unconstrained by the style-box police. |
Entrepreneur
September 2004
Dian Vujovich |
Way to Grow Large-cap growth funds may not sound exciting, but there's a solid place for them in a diversified portfolio. This fund uses a computer model to pick its winners. |
Investment Advisor
September 2005
Callahan & Howard |
Redefining the Role of the Advisor Financial advisors must free managers with definable stock selection styles and strict disciplines, and devote their time to counseling, educating, and providing discipline to investors. |
Financial Planning
July 1, 2009
Steve Savage |
Picking the Winners Despite the dismal economic forecast, many fund managers are finding outstanding opportunities at the individual stock level, even after factoring in the negative corporate environment. |
Investment Advisor
January 2006
Kathleen M. McBride |
Silk Purses Medal winning fund managers in 2005 drilled for returns and explored overseas. The best performing fund in any of S&P's categories for 2005 is the BlackRock Global Resources Portfolio/Institutional. |
The Motley Fool
April 30, 2010
Dan Caplinger |
These Stocks Aren't Worth What You Think When you're trying to figure out what a company is worth, the stock price is the obvious first place to look. But if that's the only thing you look at, you're going to make some huge mistakes in your analysis -- and some investment decisions you'll later regret. |
Financial Planning
August 1, 2007
David Grau |
Your Stock in Trade The ability to obtain an affordable, accurate valuation of your small-cap financial services practice had not previously been available. Now that the opportunity exists, it could change the course of your career. |
The Motley Fool
May 22, 2007
Amanda B. Kish |
Building a Better Style Box? Meet a possible competitor to Morningstar's mutual fund classification system. Instead of measuring how assets are currently invested, a new system currently being tested by AthenaInvest studies how well a manager follows one of 10 overarching strategies. |
