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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.   |
The Motley Fool
December 8, 2009
Russ Krull |
An ETF for Arbitrage Traders Is IndexIQ's new merger arbitrage ETF a buy? |
The Motley Fool
August 23, 2010
Dan Caplinger |
This Won't Deliver 50% Buyout Gains A merger ETF misses M&A targets until after it's too late. You may find that despite a catchy name, an ETF isn't following the same strategy you would. |
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. |
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
March 19, 2004
Rick Aristotle Munarriz |
3 Tasty Fund Plays Not all mutual funds are created equal or equally bad. |
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 Advisor
November 2007
Marla Brill |
Three Roads To Value Merger arbitrage and undervalued stocks are appealing to Franklin Templeton's Mutual Qualified Fund manager Anne Gudefin, but she's waiting on distressed debt. |
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. |
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 |
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. |
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. |
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... |
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. |
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. |
Investment Advisor
January 2008
Jeff Joseph |
The Year in Hedge Funds In a year marked by high volatility in the financial markets, the 10 strategies tracked by the Credit Suisse/Tremont Hedge Fund Index outperformed major global equity indexes and experienced lower volatility than the overall markets. |
The Motley Fool
June 29, 2009
Dan Caplinger |
Is There Free Money In These Stocks? Sometimes, a bargain price on a stock seems to offer investors free money. If you don't understand the risks involved, though, attractive stocks can burn you. |
The Motley Fool
May 19, 2009
Alex Dumortier |
Is This 14.4% Annualized Return Risk-Free? A merger arbitrage that looks relatively low-risk. |
Financial Advisor
July 2012
Brad Zigler |
Which Are Best, Hedge Funds Or ETPs Hedge-replica exchange-traded products are gaining traction. Here's why. |
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
October 9, 2006
Emil Lee |
Gabelli Game Theory It's not what you know about this asset manager, but how you know it. Bad press has helped to create a discount in the stock. However, the masses are fickle. Investors, take note. |
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. |
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
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
November 29, 2011
Travis Hoium |
Behind the Scenes of the Market: How Hedge Funds Trade There are a million strategies hedge funds use to make money. Here are a few of the most common. |
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. |
Financial Planning
March 1, 2008 |
New Products A list of new mutual funds, ETFs, and index funds. |
Investment Advisor
March 2006
Jeff Joseph |
Hedgeworld Hedge Fund Focus: A Bright Start for '06 Good news seemingly came at hedge fund managers from all directions in January. Equity market returns were up as was volatility, emerging markets showed gains, and there was big merger news on which to trade. |
Financial Planning
May 1, 2013
Craig L. Israelsen |
Alternative Investments With the Best Payoff Some nontraditional investments can provide valuable diversification in a portfolio. But choose wisely. |
Financial Advisor
November 2011
Marla Brill |
Powering Up Utility stocks are a lower-risk way to achieve incremental returns, says manager Mario Gabelli of the Gabelli Utilities Fund. |
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. |
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. |
Registered Rep.
August 16, 2012
Brad Zigler |
Surfing the Yield Curve for Fun and Profit In their quest for alpha, hedge fund managers employ a number of market-neutral arbitrage tactics to exploit valuation differences between fixed income securities or contracts. |
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. |
Registered Rep.
June 9, 2011
Nate Wendler |
AQR Courts Advisors with High-Performing Alternative Funds RIA advisors looking to add low-correlated assets at low cost to client portfolios could do well to consider three no-load alternative mutual funds from AQR, or Applied Quantitative Research. |
InternetNews
February 17, 2010 |
Tech Sector's M&A Climate Improving: Study Search, security and cloud computing are three of the most attractive markets for mergers and acquisitions in 2010 according to the latest study by PricewaterhouseCoopers. |
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. |
InternetNews
August 11, 2006
Ed Sutherland |
Andrew Calls Off ADC Merger... For Now After watching its stock value slide, Andrew's $2 billion merger with ADC is off. |
The Motley Fool
March 16, 2005
Rich Duprey |
Mergers and Acquiescence Are investors better off holding or selling their stocks that are getting acquired? |
BusinessWeek
December 6, 2004
Thornton, Arndt & Weber |
Why Consumers Hate Mergers Mergers often make customers dissatisfied. And once that happens, it can take managers years to regain lost ground. |
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. |
