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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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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... mark for My Articles similar articles
The Motley Fool
March 10, 2011
Amanda B. Kish
An Investment Idea You Can Bypass Watch out for 130/30 funds. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
July 15, 2010
Dan Caplinger
Turn Your Worst Stock Ideas into Profits Long-short funds make money buying and shorting stocks. mark for My Articles similar articles
The Motley Fool
September 8, 2010
Amanda B. Kish
Another Investing Fad Bites the Dust Say sayonara to 130/30 mutual funds. mark for My Articles similar articles
Entrepreneur
August 2006
Jennifer Pellett
Safe Bet? What's new in the mutual fund market. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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 mark for My Articles similar articles
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. mark for My Articles similar articles
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 mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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? mark for My Articles similar articles
The Motley Fool
January 8, 2008
Selena Maranjian
Shorting the Market With Inverse ETFs Here's another way for pessimists to profit. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 31, 2008
Toby Shute
Investing Lessons of 2008: Use Protection Three ways to limit your downside in overheated markets. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles