On the Mend: Europe’s Move to Recovery
“Broadly speaking, we think Europe is past the worst.” That’s reassuring news for investors interested in European equities.
Grace Under Pressure
“There’s no SRI going on here at all,” George Schwartz, CFA and president of Schwartz Investment Counsel, bluntly stated at the outset of the interview. “We do MRI.”
An Ultra-Strong Case for Ultra-Short Funds
It’s been a tough road in the ultra-short mutual fund space. The category blew up in 2008 along with everything else, and yields proved little better than money market funds in the recovery that followed.
Southern Charm in the Small-Cap Space
Don’t let the easygoing, good ol’ boy charm fool you. Raise the topic of investment management, particularly in small caps, and Mark Travis' “aw-shucks” attitude quickly fades.
The American Way: Retirement Planning With a (Not Very) Overlooked Manager
We understand the confusion readers have expressed over some of the funds we’ve deemed “overlooked.”
On a Tear: How Altegris Made Alternatives Pay Off
Maintaining the proper work/family balance ain’t easy, something Jon Sundt knows firsthand.
Managing Through the Micro-Cap Mania
If you think the small-cap space has had a wild ride recently, try micro caps, and then get your head around the following boast Michael Corbett makes about one of the funds he manages.
Fly Like an Eagle
Calling First Eagle Funds an “overlooked manager” is a bit like calling Warren Buffett poor or Bill Gross pedestrian; it just doesn’t fit.
A Sterling Reputation
The boys at Sterling Global Strategies started their independent firm in late 2008; yes, 2008.
Profit in Any Direxion
Alternative investment pioneer Edward Egilinsky has something special: the only long-short currency index fund in the domestic mutual fund space