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Financial Advisor March 2007 Eric Rasmussen |
Catching Wind With Short Sails Are new strategies from long-short managers more sophisticated, or just riskier? |
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 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. |
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. |
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. 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. |
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. |
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 March 10, 2011 Amanda B. Kish |
An Investment Idea You Can Bypass Watch out for 130/30 funds. |
The Motley Fool September 14, 2011 Travis Hoium |
Don't Be Scared Out of Your Shorts About Shorting Shorting stocks can be intimidating for beginning investors. But this simple strategy could help it find a place in your portfolio. |
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. |
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 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. |
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. |
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. |
The Motley Fool July 15, 2010 Dan Caplinger |
Turn Your Worst Stock Ideas into Profits Long-short funds make money buying and shorting stocks. |
The Motley Fool September 8, 2010 Amanda B. Kish |
Another Investing Fad Bites the Dust Say sayonara to 130/30 mutual funds. |
Entrepreneur August 2006 Jennifer Pellett |
Safe Bet? What's new in the mutual fund market. |
The Motley Fool September 29, 2008 Toby Shute |
Go Ahead, Punk, Short Our Stock A few companies are actually opting out of the SEC's short sale ban. |
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. |
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. |
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. |
BusinessWeek August 27, 2009 |
Picking Winners All of these actively managed funds get an A for stewardship from Morningstar, thanks to their top-notch management companies and fees that are below-average for their fund category |
The Motley Fool September 3, 2010 Alex Dumortier |
How to Earn 48% in a Bear Market Opportunities exist for a strategy of shorting speculative or overvalued stocks and hedging these shorts with long positions in higher quality stocks. |
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 |
Investment Advisor February 2009 Beth Piskora |
The Long and the Short of It As 2008 played out, filled with bad news from the hedge fund industry, the practice of shorting stocks -- a popular hedge fund strategy -- got dragged through the muck. But many investment pros continue to believe shorting makes sense, some of the time, for some investors. |
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 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 December 23, 2008 John Rosevear |
You Can Make Money in Any Market Somebody is making money. They've learned to use tools and strategies we haven't. ProShares have created families of short ETFs -- investments that go up when the indices they track go down. |
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? |
The Motley Fool January 21, 2009 Alex Dumortier |
The Only Investing Strategy for a Bear Market Investors should ask themselves: in this new "bear" reality, where no one knows which way the market is heading, what works and what doesn't and, most importantly, how can I protect my assets against further losses? |
The Motley Fool January 8, 2008 Selena Maranjian |
Shorting the Market With Inverse ETFs Here's another way for pessimists to profit. |
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 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 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? |
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. |
Registered Rep. July 6, 2006 Kevin Burke |
Morningstar Joins Hedge Fund-Data Crowd Financial advisors looking for more information on hedge funds can now turn to Morningstar. |
Registered Rep. December 2, 2010 Diana Britton |
Asset Managers Push Out New Alternatives For Retail To satisfy demand, asset managers have been busy rolling out new alternative products specifically designed for non-accredited investors. |
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 August 19, 2010 Tim Hanson |
Don't Short This Stock Hypergrowth stocks -- and MercadoLibre occupies that category, whether it achieves its valuation or not -- are notoriously difficult to predict. |
Financial Planning April 1, 2010 Robert Isbitts |
Keep the Bulls Running There is a great chance that, regardless of economic and market conditions, you as an advisor can still find the bulls out there lurking, as long as you have the right investment styles and asset classes populating your portfolio. |
The Motley Fool October 30, 2006 |
Shorting Stocks You might not know it, but if you've spied a stock you're pretty sure will tank, there's an interesting way you might profit from its fall. You'd reverse the old saying -- by selling high and then buying low. This is shorting a stock. |
The Motley Fool December 31, 2008 Toby Shute |
Investing Lessons of 2008: Use Protection Three ways to limit your downside in overheated markets. |
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. |
The Motley Fool January 28, 2011 Dan Caplinger |
Why This Smart Strategy Backfired Absolute-return funds seem like a great idea, but they've performed horribly lately. |
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. |
The Motley Fool June 12, 2009 John Rosevear |
You Can Make Money in Any Market Somebody will make money in the next downturn. Why not you? |
The Motley Fool March 12, 2010 Rich Smith |
This Just In: Upgrades and Downgrades Bed, Bath & Beyond shares took a tiny tumble, knocked off balance by a downgrade to "underperform" from FBR Capital. |
The Motley Fool April 27, 2007 David Lee Smith |
Diamond Offshore's Sparkling Results The deepwater driller taps stellar quarterly results, announcing three strong contracts. Investors, take note. |
The Motley Fool December 21, 2006 Ryan Fuhrmann |
Slower Bathing at Bed Bath & Beyond Bearish investors see a continued trend of slowing growth and decreasing profitability. If that ends up being the case, the stock is expensive at these levels. |