The Fairholme Fund: Battling Its Own Success?
Jun 13, 2011
For most of the past decade, Fairholme Fund (FAIRX) soared, outpacing nearly all its competitors by a wide margin. Assets poured into the fund, and portfolio manager Bruce Berkowitz was named manager of the decade by Morningstar. But this year the...
At Vanguard, Active Beats Passive—Frequently
At Vanguard, Active Beats Passive—Frequently
Jun 10, 2011
When John Bogle served as chief executive of Vanguard Group, critics often accused him of taking a hypocritical stance on actively managed funds. For years, Bogle promoted index funds and said that most actively managed funds are doomed to fail...
Pershing: Getting Client Assets Off the Sidelines
Jun 10, 2011
We’ve heard it said so many times now: Traditional asset allocation models simply fell short in the crisis. Though the market has been in recovery mode for some time, many investors are still afraid to dive back in and are holding their cash...
AQR Courts Advisors with High-Performing Alternative Funds
Jun 09, 2011
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, an investment management firm based in Greenwich that...
Anyone—Even The Little Guy—Can Beat the Market
Anyone—Even The Little Guy—Can Beat the Market
Jun 08, 2011
As most financial advisors know, the secret to successful investing is relatively simple: Figure out the value of something and then pay a lot less. Unfortunately, as it turns out, it's really hard to figure out the value of a business. And...
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Concentrated ETFs
Jun 07, 2011
PowerShares QQQ (QQQ) has been racing ahead. During the past five years ending March, the ETF has returned 7 percent annually, outdoing the average large growth mutual fund by 4 percentage points, according to Morningstar. Investors have taken...
Advisors Brace for Slow Months Ahead
Jun 02, 2011
Advisors are expecting the summer doldrums to kick in for the stock market and the economy over the next few months, according to Rydex|SGI’s Advisor Confidence Index. The index, which surveys 150 RIAs on their views of the U.S. economy and...
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