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Investment Advisor September 2005 Clair & Joseph |
Hedgeworld Hedge Fund Focus: Hedge Fund Indexes Grow up Mirroring the growth of the hedge fund industry, hedge fund indexing has taken off in recent years, driven by investor demand for transparent benchmarks and the index providers' recognition that trusted indexes can, if carefully constructed and marketed, attract their own assets.  |
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.  |
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 October 1, 2009 Selena Maranjian |
Cast the Biggest Net for Profits Building a strong portfolio doesn't have to be hard. If you pick wisely, you can do it with just a few index funds.  |
Investment Advisor July 2007 Jeff Joseph |
Overlay Uses 101 Separation of alpha and beta appears to be the mantra du jour in portfolio management. Here's how overlays fit in.  |
Financial Planning July 1, 2006 Dan Wheeler |
Hedge Funds, Unplugged Take the buzz out of the hedge fund phenomenon, and you may find less electricity than you think.  |
The Motley Fool December 11, 2008 Liz Peek |
Copycat Selling Maroons Investors as Hedge Funds Cash In There were more than 8,000 hedge funds operating at the start of 2008. How many will survive?  |
BusinessWeek September 13, 2004 Anne Tergesen |
Time To Hedge On Hedge Funds? New research shows that returns are sliding, and some don't help you diversify.  |
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.  |
Registered Rep. June 1, 2008 John Churchill |
Loser Hedgies Flip The Switch In 08 Some of this year's biggest hedge fund winners were last year's worst performers.  |
Investment Advisor November 2007 J. Joseph & J. Bunge |
Hedge Funds Recover Quicker A report from Credit Suisse Index Co. shows that after market-shaking events, such as the recent subprime turmoil, hedge funds remain less volatile and better able to perform than other asset classes.  |
Financial Advisor November 2008 Eric Rasmussen |
Draining The Swamp 2008 has been said to be the worst year for hedge funds in two decades.  |
Investment Advisor November 2005 Jeff Joseph |
Hedgeworld Hedge Fund Focus: The Roles of Alpha and Beta Acknowledging the elusive nature of alpha is critical to hedge fund and absolute return investors, particularly because most think of alpha as the primary (if not the exclusive) source of hedge fund returns. But this may be an erroneous assumption.  |
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.  |
InternetNews March 30, 2006 Paul Shread |
Google Shows Smarts Google showed this week that it's learning how to play the Wall Street game... Tech stocks posted modest gains... Nokia gained 5% on a bullish forecast... etc.  |
The Motley Fool August 20, 2009 Rick Aristotle Munarriz |
Better Than Google? Only a few S&P 500 stocks have outperformed Google. Take a look at which they are.  |
Financial Planning December 1, 2005 Marshall Eckblad |
Hedge Funds Behind the Curtain New research shows the theoretical underpinning of a potential future line of mutual funds that will offer various hedge fund strategies to average investors.  |
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.  |
The Motley Fool January 14, 2011 Dan Caplinger |
Your Index Fund Is Making a Bad Investment Funds have to do what the indexes they track do.  |
Investment Advisor February 1, 2011 Vaughan Scully |
Replication Offers ETF Investors Hedge Fund Exposure Seeking to profit from the desire among investors to grab a piece of the hedge fund bonanza, ETF sponsors are now attempting to transfer their success in creating investment vehicles based on index replication to hedge funds.  |
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.  |
BusinessWeek December 20, 2007 Matthew Goldstein |
Hedge Fund Wannabes Hedge fund replicators mimic the high-risk portfolios at a fraction of the cost - but results are mixed so far.  |
Financial Planning August 1, 2006 Scott A. Leonard |
The Dogs of the Dogs Should you be buying the worst of the worst for your clients? To get the most out of academic research, and to take full advantage of the added returns offered by value stocks, the easy conclusion is that when it comes to value, more is better.  |
The Motley Fool December 7, 2010 Selena Maranjian |
Why You Should Love "Unstable" Investments This ever-changing index can roll with the market's punches.  |
Registered Rep. February 23, 2007 Halah Touryalai |
Retail Hedge Fund Investors to the SEC: Buzz Off The SEC thinks it needs to do more to protect wealthy retail investors from the secretive world of hedge funds. But many wealthy investors say they can take care of themselves.  |
Registered Rep. June 10, 2008 Nancy N. DiCostanzo |
The Ultimate Dartboard Contest Warren Buffett makes a $1 million wager putting his money where his mouth is: Specifically, he says the Vanguard S&P 500 index fund can beat 10 hedge funds, net of fees, over 10 years.  |
The Motley Fool December 23, 2009 Dan Caplinger |
The Do-It-Yourself Way to Save Your Retirement If you want to protect yourself from stock market losses, doing it yourself can help you save a bundle.  |
The Motley Fool December 11, 2006 Dan Caplinger |
Index Funds: So Hot Right Now Indexing is stylish, but can you profit from its idiosyncrasies?  |
The Motley Fool April 7, 2011 Alex Dumortier |
Investors: See No Risk, Hear No Risk The fact that the VIX index is lower today than its average value going back more than 20 years does suggest that investors are being complacent about the risks associated with owning stocks.  |
Investment Advisor August 2005 Jeff Joseph |
Hedgeworld Hedge Fund Focus: Institutions Are Still Committed Two recent surveys provide insights into the current state of hedge funds and their longer-term performance.  |
Financial Planning February 1, 2011 Joseph A. Tomlinson |
Send in the Clones The introduction of low-cost clone hedge funds, constructed from exchange-traded funds by using quantitative investing techniques, may let Main Street enjoy hedge fund-like results.  |
The Motley Fool April 9, 2007 Selena Maranjian |
The Surprising S&P 500 Learn fun facts about the venerated index, which just turned 50. Many index funds and exchange-traded funds (ETFs) are tied to it.  |
Financial Planning February 1, 2006 Joan Warner |
The Case For Portable ALPHA As international markets become more correlated, the need for financial advisers and money managers to access greater diversification -- while hedging risk -- could make this strategy investing's next hot model.  |
The Motley Fool February 12, 2007 Selena Maranjian |
I Love the S&P 500 The main reason to love this index is that over time, it tends to beat the pants off the majority of managed mutual funds.  |
The Motley Fool June 11, 2008 Matt Koppenheffer |
Buffett Is Betting Against Hedge Funds Warren Buffett is putting big money on his belief that the S&P 500 will outpace hedge funds over the next 10 years.  |
Investment Advisor December 2005 Jeff Joseph |
Hedgeworld Hedge Fund Focus: The Third Source of Returns The role of beta in hedge fund returns provides investors with new and interesting opportunities, particularly in light of the prevailing wisdom that fuels the drive toward alpha-beta separation and risk-budgeting allocation methodologies.  |
The Motley Fool March 22, 2005 |
Beyond the S&P 500 Index investors have more choices than just the S&P 500.  |
The Motley Fool January 19, 2007 Mary Dalrymple |
Index Funds Win Again Index funds are cheap, easy, and they reliably outperform many other funds.  |
Registered Rep. February 20, 2006 Kevin Burke |
MFS Chairman Blasts Hedge Funds at NICSA Confab The chairman of fund complex MFS Investment Management is calling for the formation of a task force to overhaul performance reporting for hedge funds.  |
BusinessWeek July 9, 2007 |
In Defense Of Hedge Funds A high-net-worth investment adviser takes on those who say the glory days of hedge fund investment opportunities are over.  |
Registered Rep. October 1, 2002 Stan Luxenberg |
The Smart Way to Use Index Funds Now In the cold light of the bear market, advisors have discovered inherent flaws in the indices and the funds that track them.  |
The Motley Fool February 9, 2010 Dan Caplinger |
3 Reasons to Move Beyond Index Funds If you want to take your investing prowess to the next level you'll want to move beyond index funds -- at least with part of your savings.  |
Investment Advisor April 2006 Joseph & Kurdas |
Hedgeworld Hedge Fund Focus: Institutions Bypass Funds of Funds Increasingly, pension investments include direct allocations to hedge funds -- a long/short equity manager here, a couple of global macro managers there, or their current favorite -- multistrategy funds.  |
The Motley Fool December 10, 2009 Selena Maranjian |
A High IQ Won't Make You a Great Investor We investors, even us smarties, often place more importance on how we think a fund performs than on its fees.  |
The Motley Fool March 11, 2010 Selena Maranjian |
How to Build a Better S&P 500 As terrific as S&P 500 index funds can be, they're not perfect. But a newer, potentially better kind of index fund could help fix one of their biggest weaknesses.  |
Registered Rep. October 1, 2012 Brad Zigler |
Beta Is Not a Bad Word Adjusting a portfolio's beta creates value -- either positive or negative -- on top of any produced by the managers' stock-picking skills.  |
BusinessWeek May 2, 2005 Laura Cohn |
Europe's Pension Plans: Switching Over To Hedge Funds More institutional investors are going for higher returns -- and higher risks.  |
Registered Rep. November 1, 2002 Dave Tsujimoto |
In Defense of Hedge Funds Here's why any rep with high-net-worth clients ought to become familiar with the nuances of hedge funds.  |
Registered Rep. October 1, 2005 |
Hedge Funds Set to Boil Investors looking to beat the average returns of the market will be heading to hedge funds and funds of hedge funds even more in the future, says new research.  |
Investment Advisor October 2005 Joseph & Kurdas |
Hedgeworld Hedge Fund Focus: Portable Alpha Investing Institutions seeking better risk-adjusted returns are increasingly employing a portable alpha approach, in some cases using this method to invest with multistrategy hedge fund managers through funds of funds.  |