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The Motley Fool
October 7, 2009
Dan Caplinger
Don't Count on These Investments to Save You These alternative funds didn't deliver on their promises. 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
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 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
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
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. mark for My Articles similar articles
The Motley Fool
August 4, 2010
Amanda B. Kish
3 Big Bets on Health Care As Americans age, funds heavy in health care could really pay off. 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
On Wall Street
October 1, 2009
Elizabeth Wine
Hedge Funds: Are They Worth It? Strategists in the wirehouses and elsewhere say hedge funds were wrongly maligned, and that the good funds can still serve the purpose of diversifying a portfolio and reducing risk. mark for My Articles similar articles
Financial Advisor
June 2005
Alan Lavine
Market-Neutral Funds For Sideways Markets Inconsistent past performance means advisors must proceed with caution. Unfortunately, the funds with the best longer-term track records are closed to new investors. Nevertheless, their performance is worth noting in case they reopen. 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
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
BusinessWeek
February 9, 2004
Lewis Braham
That's Some Sharp Hedging A fund in double digits since 2000 chalks up some of its success to its hedging strategy. 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
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. 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
Investment Advisor
November 2009
Melanie Waddell
Danger & Opportunity: Crafting a Better Target Date Fund A conversation with Bob Reynolds about Putnam's revamped target date funds as well as the investing environment in general. 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
On Wall Street
September 1, 2011
Elizabeth Wine
Active Resistance It's not been a good recovery for actively managed mutual funds. Investors have been steadily pulling money out, while sending waves of cash into passively managed index funds and exchange-traded funds. 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
The Motley Fool
November 24, 2009
Amanda B. Kish
Bad News for the Rally The stock market is up more than 60% from its lows this past March, and investors have reacted with one overriding emotion -- fear. mark for My Articles similar articles
The Motley Fool
February 22, 2010
Alex Dumortier
7 Stocks Hedge Funds Like Hedge funds were battered by losses and investor redemptions during the worst of the financial crisis, but now that the industry has regained some of its swagger, it might be worth asking: Which stocks has the "smart money" been buying? mark for My Articles similar articles
The Motley Fool
August 4, 2010
Dan Caplinger
Investments You Can't Retire Without Asset allocation isn't just about stocks, bonds, and cash. There are other avenues to wealth in the financial markets. mark for My Articles similar articles
Registered Rep.
March 1, 2003
David Geracioti
In Praise of Gains, Any Gains Hedge funds are not the daredevil investment vehicle that they're made out to be. In fact, they might very well be an essential component of a bear market portfolio. 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
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. mark for My Articles similar articles
The Motley Fool
June 16, 2009
Dan Caplinger
These Surefire Investments Are Anything But A host of new absolute-return funds designed to protect you from market losses have just hit the market -- long after most investors have already taken big losses. mark for My Articles similar articles
Financial Advisor
February 2004
Evan Simonoff
The Other Side Of Hedge Funds Some advisors are using hedge funds to minimize risk, not boost returns. 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
Financial Advisor
September 2012
Eric Rasmussen
Absolute Tonic Water? Fund firms are offering an apple to investors: absolute positive returns. mark for My Articles similar articles
Financial Planning
July 1, 2005
Donald Jay Korn
How Super Are Hedge Funds? They're today's happening investment, but advisers and clients who are swooning over hedge funds should bear in mind that there are many reasons these super-investments don't deserve their glorified image. mark for My Articles similar articles
On Wall Street
November 1, 2011
Jeff Tjornehoj
Finding The Cracks In Your Clients' Portfolios Which strategies are best able to deflect volatility in client portfolios when real market stress shows up? mark for My Articles similar articles
Financial Advisor
December 2009
Evan Simonoff
Absolute Return Obsession With the correlation landscape changing, the interest in absolute return funds is growing. mark for My Articles similar articles
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. 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
May 2004
Gene Swanzey
Hedge Funds Can Complement Modern Portfolio Theory Active management can result in higher risk-adjusted returns. mark for My Articles similar articles
Investment Advisor
October 2007
Ronald W. Roge
To Hedge or Not to Hedge The underlying premise of hedge funds, to reduce volatility in a portfolio, is not in itself flawed. What can we do, as fiduciaries, to use them to achieve the performance necessary to meet our clients' long-term financial objectives? 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
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. mark for My Articles similar articles
BusinessWeek
December 12, 2005
Lewis Braham
Funds Made To Deliver "Absolute return" mutual funds aim for a positive result no matter how the stock market does. mark for My Articles similar articles
Registered Rep.
August 19, 2014
Brad Zigler
Can We Count On Absolute Returns? Apparently, American exchange-traded fund (ETF) investors can be counted among the faithful. Why? Because they've committed nearly $1.7 billion into so-called "absolute return" products. mark for My Articles similar articles
Financial Advisor
November 2008
Eric Rasmussen
Draining The Swamp 2008 has been said to be the worst year for hedge funds in two decades. 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
June 4, 2009
Dan Caplinger
These Buyers Will Launch Stocks Higher For fund managers who've kept money on the sidelines this year, the pressure's on to get fully invested -- and when those holdouts start buying, they'll likely push stocks even higher. 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
BusinessWeek
October 1, 2009
Ben Levisohn
Fund Managers Bracing for a Sell-Off Bear tactics: How a handful of gloomy fund managers are preparing for a sell-off. mark for My Articles similar articles
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
Investment Advisor
January 2006
Jeff Joseph
Hedgeworld Hedge Fund Focus: Full Speed Ahead for Hedge Funds SEC regulation, demand for additional transparency, and tales of occasional fraud are but speed bumps on a trajectory that could see hedge fund assets quadruple by the end of the decade. mark for My Articles similar articles
Financial Advisor
May 2011
Jeff Schlegel
Mainstreaming Alternatives Financial advisors are taking a shine to alternative investments. 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