The Investment Classics
In the middle decades of the 20th century, investment strategy took on a newly serious demeanor. Stock picking began to be something investors could think...
High-Yield Dividend Stocks: The Silent Winner (Commentary)
In a quest for protection from increasingly volatile markets, investors have yanked a page out of legendary value investor Benjamin Graham's tome, The Intelligent Investor, and are persistently seekin
Deutsche Bank Launches Value-Focused ETNs
Deutsche Bank has announced it will issue ELEMENTS exchange-traded notes (ETNs) linked to Benjamin Graham Intelligent Value Indices. Benjamin Graham ELEMENTS ETNs are senior unsecured obligations...
Five Years of Excellence
The IA 25 marks its fifth anniversary in 2007, and each year it gets harder to limit the number of influential people to just 25....
What's in Your Basket?
Nobody feels ambivalent when it comes to the advisor's role in picking stocks. But what exactly are we talking about? Students of Benjamin Graham--who counts...
Many advisory firms split responsibilities among the principals of the firm, and many aim to provide clients with market-beating returns. Ben Warwick's firm does the...
Profiting by Behavior
Competition for affluent clients is fiercer than ever. To attract their attention, you need to stand out from the crowd. You must have better insights...
Fund in Focus: Fairholme Fund
S&P Rank: 5 Stars Larry Pitkowsky, co-manager since December 1999 Dining at Buffett's Table
Outside the Box
Equity managers are commonly hired to represent a particular "style" box that limits them to picking stocks with certain characteristics, like small-cap value or large-cap...
Energy by the Numbers
When it comes to building a portfolio, some mutual fund managers want to see as much independent research as they can. They want to talk...