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Financial Planning January 1, 2006 Craig L. Israelsen |
Think Inside the Box The many investments within a style box are not all alike. Market-cap variance can lead to significant performance differences within style boxes -- particularly among large-cap funds.  |
Financial Planning January 1, 2006 Randy Bullard |
The Next New Thing First there were Separately Managed Accounts, now Unified Managed Accounts. Could the next step be Household Managed Accounts?  |
Financial Planning January 1, 2006 Steve Deutsch |
Parallel Universes Allocations to separate accounts and mutual funds are strikingly similar, but advisers should hesitate to make returns-based conclusions, particularly when it comes to separate accounts relative to other investment vehicles.  |
Financial Advisor January 2006 Evan Simonoff |
The Return Of Activist Investing Franklin-Templeton's Mutual Recovery fund is a hedge fund alternative. The fund focuses on three investment strategies: risk arbitrage, distressed securities and special situations., according to manager Mike Embler.  |
Financial Advisor January 2006 Marla Brill |
Bold Bets Fund managers who run concentrated portfolios offer a refreshing departure from the increasingly popular practice of far-reaching, benchmark-centric investing.  |
Financial Advisor January 2006 Marla Brill |
Waiting For The Worm To Turn John Wallace, manager of the RS Midcap Opportunities Fund, says 2006 could be the year for growth stocks to rebound.  |
Investment Advisor January 2006 |
Catching Up With . . . Don Quigley An interview with the Julius Baer Total Return Bond Fund manager.  |
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.  |
Investment Advisor January 2006 Palash R. Ghosh |
S&P Mutual Fund Sector Focus: Latin Funds Soar Northward Investing in Latin American stocks has been very lucrative the past few years. The continent offers immense commodities and natural resources, a cheap labor force, and an improving economic infrastructure: T. Rowe Price Latin America Fund... etc.  |
The Motley Fool December 29, 2005 Tim Hanson |
Design the Perfect Portfolio You can have it all and never leave your circle of competence. The magic of mutual funds is that they allow you to perfect your portfolio while concentrating on the industries you know.  |
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