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Financial Advisor
May 2008
Alan Lavine |
Value Fund Managers Find Bargains Value fund managers, who have been snapping up large company stocks they expect to perform well in an economic rebound, say they have time on their side.   |
Investment Advisor
March 2008
Kathleen M. McBride |
Quant Explorer Free from market cap, style, and country bias, Icon International Equity Fund manager Scott Snyder also takes the emotion out of the equation. |
Investment Advisor
November 2007
Kathleen M. McBride |
Balanced Contrarian An interview with Steven Romick, President and CIO of FPA Crescent Fund, which has a history of coming through difficult markets and doing well for investors. |
On Wall Street
November 1, 2009
Tim Knepp |
Growth Equities: How Big Can They Get? The allure of growth equity investments is based on reasonable logic, that companies experiencing higher earnings growth would seem to be more attractive than those with average growth. |
Financial Advisor
September 2010
Bruce W. Fraser |
Are Small Caps' Outsized Gains Over? Momentum seems to favor small-cap stocks over their large-cap counterparts. |
Financial Advisor
December 2007
Marla Brill |
The Art Of Delegation For the $8.5 billion American Beacon Large Cap Value Fund, hiring a stable of like-minded investment managers to assemble a portfolio of large cap value stocks is testimony to the virtues of leaving the heavy lifting to others. |
Financial Advisor
February 2007
Raymond Fazzi |
Surprisingly Few Surprises Investment strategies in the mutual fund market that worked in 2005 more often than not worked out just as well, or even better, in 2006. |
Financial Advisor
October 2004
Alan Lavine |
Pondering The Fate Of Mid-Cap Stock Funds Is the market rotating away from this once-hot sector? |
Financial Planning
December 1, 2010
Ilana Polyak |
The Bad and the Ugly Although few people outside of the investing world may have heard of the $933 million Delafield fund of New York, it has quietly been leaving its bigger competitors in the dust. |
Investment Advisor
January 2006
Kathleen M. McBride |
Many Happy Returns Stratton Growth Fund has displayed a disciplined approach to all-cap value investing that has outperformed for decades. |
The Motley Fool
October 15, 2007
Selena Maranjian |
When Funds Undergo Personality Changes The fund you own may not be the fund you bought. How much should that worry you? |
Financial Advisor
August 2004
Alan Lavine |
Small-Cap Funds Start Exhibiting Caution Several managers believe next year will be better than this year. But they are also realistic. |
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. |
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. |
Financial Advisor
February 2011
Eric Rasmussen |
Frisky Business What to expect from five fund categories in 2011: Large caps... Small Caps... Mid Caps... International Stocks... Real Estate... |
Financial Advisor
May 2007
Eric Rasmussen |
Looking At The Value Of Everything Will value stock funds continue to outpace growth? |
Financial Advisor
February 2007
Marla Brill |
Staying In Front Fund manager Jim Margard thinks small-company stock will outperform this year -- barely. |
Financial Advisor
February 2009 |
Where We Stand A Morningstar analyst discusses some of the top-performing separately managed accounts over the last three years. |
Investment Advisor
April 2008
McBride & Iyer-Ahrestani |
At the Summit The Thornburg Value Equity team efficiently and effectively delivers targeted, institutional-quality money management to high-net-worth individuals. |
Financial Advisor
October 2008
Jeff Schlegel |
Small-Cap Surprise This was supposed to be the year of the large-cap stock. A weak U.S. economy in the throes of a wholesale financial quagmire should have spelled trouble for small caps with their mostly domestic focus. Oh well, so much for predictions. |
Investment Advisor
September 2005
Kathleen M. McBride |
Bank on It David Ellison of the FBR Small Cap Financial Fund uses a "mathematical hunt and peck" method to find sterling bank stocks. |
Investment Advisor
May 2007
Kathleen M. McBride |
Opening Day Chuck Akre's FBR Small Cap Fund is once again accepting new business. |
Investment Advisor
February 2008
Kathleen M. McBride |
Go Anywhere An interview with Mike Carmen, fund manager of $1 billion all-cap Hartford Growth Opportunities Fund. |
Investment Advisor
January 2007
Kathleen M. McBride |
Risks & Rewards An obsession with managing risk has resulted in lower volatility and decades of solid returns for Charles Royce's $3.8 billion Pennsylvania Mutual Fund. |
Investment Advisor
October 2010
John Sullivan |
Overexposed and Underestimated Janus's Triton Fund focuses on an area too many advisors miss -- small-cap companies that grow to mid-caps, and the returns captured along the way |
Investment Advisor
August 2007
Kathleen M. McBride |
Experience and Flexibility John Rogers, Jr., is relatively young to be a "grizzled veteran" fund manager, but his 25 years of experience is paying off for the Ariel Fund. |
Financial Advisor
October 2007
Bruce W. Fraser |
Thinking Small Small-cap funds should be in any portfolio, so don't let recent underperformance scare away clients. |
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. |
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. |
Financial Planning
January 1, 2009
Allan S Roth |
Bear Markets Compared Let's compare and contrast the last two bear markets: the current one and the bear of 2000 to 2002. |
The Motley Fool
September 10, 2009
Jennifer Schonberger |
Expert Summit: How to Invest Right Now Top financial experts on their favorite sectors and companies. |
The Motley Fool
May 24, 2007
Amanda B. Kish |
Protect Your Portfolio Many fund managers predict a market slide. Are you prepared? |
The Motley Fool
December 30, 2008
Dan Caplinger |
Can You Beat Index Funds in 2009? Get the right mix in your investments. |
Financial Advisor
April 2004
Jeff Schlegel |
Seeing More Growth In Growth Observers predict continuing opportunities in growth funds this year. |
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... |
Financial Advisor
November 2008
Marla Brill |
Five Funds For All Seasons In this article, Financial Advisor focuses on five funds that are meant to shine in all sorts of different market weather. |
Investment Advisor
November 2005
Palash R. Ghosh |
S&P Mutual Fund Sector Focus: Mid-Cap Value Funds Tap Rich Vein For the five-year period through the end of September 2005, the average mid-cap value fund registered an average annualized return of nearly 10.0%, versus a 1.5% drop for the S&P 500: RS Value Fund... Wiley Mid-Cap Value Fund... etc. |
Commercial Investment Real Estate
Jan/Feb 2008
Kenneth P. Riggs |
Financial Instability Investors search for steady footing as they climb commercial real estate's wall of worry. |
The Motley Fool
March 23, 2009
Chris Jones |
Honey, They Shrunk My Market Cap How deteriorating market capitalizations change portfolio managers' investment universes. |
The Motley Fool
April 4, 2008
Brian Richards |
Avoid This Ticker ... for Now Vanguard Small Cap Value is an ETF to avoid for now, although it still may be a winning fund for patient long-term owners. |
The Motley Fool
July 16, 2007
Amanda B. Kish |
Large Caps Making a Comeback? So how can smart investors best capitalize on any coming large-cap rebound? Well, don't abandon small caps completely. |
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 Planning
December 1, 2005
Donald Jay Korn |
Seven-Year Hitch? Small-cap stocks have been big winners ever since the last century, but keeping the good times rolling could be a major challenge for financial planners. |
Financial Planning
September 1, 2006
Scott A. Leonard |
The Smaller, the Better Rumors that the small-cap effect is dead are most definitely premature. By focusing on the smallest of the small caps, financial advisors can see that the small-cap effect appears to be alive and well. You just need to know where to look for it. |
Financial Advisor
August 2006
Marla Brill |
Theme Reversal Or Head Fake? ICON International Equity Fund manager eyes a move toward defensive industries. |
Financial Planning
June 1, 2005
Craig L. Israelsen |
Three's Not a Crowd How passive fund investors can get the best exposure to the whole U.S. market. |
The Motley Fool
March 22, 2010
Matt Koppenheffer |
How Long Should You Ride This Rally? This rally has been a great ride, but is it time to hop off? Our concern shouldn't be how much the market has gone up or down, but rather whether its valuation is attractive or unattractive. |
The Motley Fool
August 29, 2007
Amanda B. Kish |
The Best Small-Cap ETFs These exchange-traded funds win the best-in-class award. Let's take a closer look at the iShares Russell 2000 Index ETF, the Vanguard Small-Cap ETF, the iShares Morningstar Small Core ETF, the iShares S&P 600 Value ETF, and the Vanguard Small-Cap Growth ETF. |
Financial Advisor
August 2009
Marla Brill |
Small-Cap Bounty Small-cap ETFs have grown in number and offer some interesting choices. |
The Motley Fool
December 11, 2009
Dan Caplinger |
Don't Ignore These Winners in 2010 Overlooking mid-cap stocks can cost you big profits. |
