How to Beat an Index: Invest Like a Business Owner
"We’re not going to play the loser’s game,” says David Rolfe, chief investment officer of Wedgewood Partners.
Jensen Fund Manager Asks One Really Important Question When Deciding to Invest
The fund's high standards lead to a "limited universe in which to shop."
International Small Caps Are One Crazy Ride
Advisory Research Managing Director Jonathan Brodsky focuses on the small-cap international space. Is he crazy, off-balance, a masochist, maybe?
Meet the ‘Southwest Airlines’ of Managed Futures
“We observe the oceans of opportunity and catch the wave,” Cole Wilcox, Longboard’s CEO, explained to AdvisorOne.
Small-Cap Equity, Cash Secret to Intrepid Capital Fund’s Success
Money manager Mark Travis will never be all things to all people, and that suits him just fine.
Does Catholic-Friendly Investing Lead to Earthly Rewards?
The Ave Maria Rising Dividend Fund is not about dividend yield in the traditional sense.
Top Fund Managers Reveal Investing Opportunities
Morningstar’s associate director of fund analysis hosted a panel of high-profile fund managers for the general session at the company’s annual conference in Chicago.
Is It Time to Panic?: Templeton’s Hasenstab
“I’d like a boring summer for a change, but it doesn’t look like it will happen,” Hasenstab says.
What’s Next in ETFs? Morningstar’s Burns Gives Exclusive Peek
Despite a recent promotion to mutual fund research director, Scott Burns sounds off on ETF space.