Managing Volatility With Managed Futures
Ben Warwick took so long to begin to answer our first question about the benefits of managed futures, we wondered if he was multitasking.
The Long and Short of Long-Short Funds
At the Morningstar Investor Conference in 2006, one breakout session panelist noted the 40 long-short funds in existence, predicting the number would increase tenfold in the next two years.
Arrow Funds' Alternative Plan
Joe Barrato is frustrated with the use (or rather, lack) of alternative investments and hedging strategies in the mutual fund and ETF space.
Floating Over Volatility
Smooth out the volatility. Give up the full return potential for downside protection. Clients won’t experience the high-highs, but they won’t fall victim to the low-lows either.
The Value of Experience
Forty years in the business means Rich Howard can tell a lot about a company from a simple phone call.
The Equal Weight Evangelist
Tony Davidow has a tough job.
Jerry Jordan's Napoleon Complex
“It’s hard to get big when you’re small, because nobody wants to invest with somebody who’s small,” says Jerry Jordan, portfolio manager of the Jordan Opportunity Fund, when asked about his status as an overlooked manager.
Back to Basics
“I went to Harvard Undergrad and got an MBA from the University of Michigan,” Tim Hartch begins, when asked about his investing pedigree.
Right on Target
The sunny view from Scott Wolle’s high-rise office in downtown Atlanta is an apt—if somewhat obvious—metaphor for his view of the retirement fund space as a whole, and Invesco’s place in it.
Okay, it's not really what we mean when we say "overlooked managers," but it will do for our examination of how the REIT space is doing.