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Financial Advisor September 2006 Marla Brill	Riding The Value Train Wintergreen Fund's David Winters embraces the unloved and keeps management on its toes.
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.
Financial Advisor February 2, 2009 Alan Lavine	Distressed Assets Gone Wild There are several ways for financial advisors to get in on the distressed asset action by investing in private equity, in hedge funds, or in mutual funds that invest in distressed bonds and stocks.
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.
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. 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.
Financial Advisor February 2006 Alan Lavine	Alive And Well The ongoing merger boom keeps feeding the risk arbitrageurs' bottom line. Financial advisors have a number of options if they want to invest clients' cash in mutual funds that could benefit from merger deals.
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 June 2010 Riva D. Atlas	A Creditor's Feast Investors who snatched up distressed debt made big money in 2009. Some opportunities remain.
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.
Financial Planning October 1, 2011 Ilana Polyak	At Home, Overseas You might think a portfolio dominated by companies based in the U.S. and Europe would make its manager nervous. Yet David Winters, skipper of the $1.6 billion Wintergreen Fund, sees tremendous opportunities.
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.
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 10, 2006 Dan Caplinger	Profit From Arbitrage Sometimes you don't have to hit a home run to make money in the markets.
The Motley Fool August 11, 2010 Alex Dumortier	When Bond Royalty Goes Into Stocks PIMCO sees opportunity in foreign stocks.
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 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.
Investment Advisor October 2007 Jeff Joseph	Sub-Prime Returns Redux August appears to have been the worst month for hedge funds since May 2006, when 70% of all hedge funds fell. The first two weeks of the month saw continued woes in subprime mortgage securities.
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...
The Motley Fool March 3, 2008 Todd Wenning	A Solid Defensive Dividend Stock U.K.-based Imperial Tobacco has a large presence outside of the U.S., posts a 4.3% dividend yield, made some strong acquisitions in the past year, has a long track record of profitability.
Financial Advisor May 2006 Raymond Fazzi	The Value Run Continues While investors may be waiting for some exciting developments in the growth arena, it hasn't happened yet. And as equities continue down their boring single-digit-return path, value managers continue to largely outperform their growth counterparts.
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.
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.
Investment Advisor October 2009 James J. Green	Danger & Opportunity: He's Got the Momentum Cliff Asness, a hedge fund manager who caters to institutions, is a true believer in momentum investing.
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.
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.
BusinessWeek November 25, 2009	Alternative Investments for the Masses IndexIQ has six products on the market and a dozen more in the pipeline. It hopes to create a portfolio of low-cost, indexed alternatives that span hedge-fund replication, inflation tracking, merger arbitrage, and distressed investments
Bank Director 3rd Quarter 2009	Considering M&A in 2009? For banks that are considering a possible sale or merger, 2009 could be a good time to put plans and balance sheets in order.
The Motley Fool December 8, 2009 Russ Krull	An ETF for Arbitrage Traders Is IndexIQ's new merger arbitrage ETF a buy?
Financial Planning January 5, 2008 Donald Jay Korn	Barreling Ahead As oil prices flirt with the century mark, should you add petrodollars to client portfolios?
The Motley Fool January 29, 2007 Will Frankenhoff	British American Tobacco Should Light Up Returns This is one defensive stock with some addictive returns. Investors should consider a position in the world's most geographically diverse tobacco company.
Investment Advisor September 2006 Kathleen M. McBride	Income & Growth Does an income-producing portfolio have to rule out capital growth? Not necessarily according to Franklin Income Fund co-lead portfolio manager Edward Perks.
The Motley Fool October 6, 2006 Tim Beyers	Better Know a Stock Picker Up this week is all-cap maverick David Winters. Is this fund for you? Wintergreen: Fund size... 1-year return... 5-year return... Top 10 holdings... etc.
Finance & Development June 1, 2006 Angel Ubide	Demystifying Hedge Funds In an effort to soothe worries about transparency and supervision, public authorities are trying to develop new approaches to meet the public's need for financial system stability and investor protection while enabling investors to enjoy the benefits that hedge funds bring to financial markets.
Finance & Development December 1, 2006 Raghuram Rajan	The Great Game Again? Countries seeking economic security by acquiring commodity producers risk violating good business sense.
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 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...
BusinessWeek December 12, 2005 Adrienne Carter	Against The Grain Investing David Winters, a student of maverick Michael Price, opens his own mutual fund.
Financial Planning December 1, 2007 Donald Jay Korn	Hedge Funds Redux Despite a midsummer month's nightmare, hedge funds are still pointing to successful records and raking in money.
Financial Planning December 1, 2008 David E. Adler	Vultures Circling Instead of a bear market, the developing investment environment could be characterized as a vulture market. But at the moment the vultures are circling, but not swooping.
The Motley Fool June 28, 2007 Anders Bylund	Dueling Fools: NYSE Euronext Bull Investors, follow the leader -- it's doing all the right things. Opening up the floodgates here should mark the start of a truly global marketplace, with further market consolidation down the road. And the NYSE will lead that charge, all the way to the bank.
Registered Rep. March 1, 2005 Neil O'Hara	Dearth of Easy Pickings? Now that retail investors are able to partake of hedge funds in unprecedented numbers, some are calling hedge investing a bubble about to be popped... Largest SEC Registered Funds of Funds... Hedge Fund Index Performance...
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 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 June 23, 2004 Bill Mann	FTC OKs Tobacco Merger R.J. Reynolds and British American Tobacco both saw shares leap higher after the Federal Trade Commission approved the merger between BTI's Brown & Williamson subsidiary and RJR.
The Motley Fool May 18, 2005 Selena Maranjian	Words Matter With Mutual Funds It pays to see how your mutual fund limits itself.
Commercial Investment Real Estate Nov/Dec 2009 Jennifer Norbut	Betting On Troubled Assets CCIMs share creative strategies for playing in this high-risk market.
Fast Company January 2002 George Anders	7 Lessons From WaMu's Playbook Mergers and acquisitions are, once again, shaking up all kinds of industries. The big question: How do you do them right? Here's the playbook according to Washington Mutual, one of the best in the business...
The Motley Fool February 28, 2011 Dan Dzombak	Rising Star Buy: Philip Morris International Why this tobacco king is worth buying.
The Motley Fool July 31, 2007 Emil Lee	Valuing a Company's Arbitrage Spread Arbitrage spreads are at the heart of all profit-seeking transactions, whether by individuals or businesses. But investors need to remember it's not just the difference between a product's cost and what it sells for. It's risk, too.