Finding Your Client’s Place on the Efficient Frontier
Modern Portfolio Theory plays a role in academic finance, but for Dave Basten of API Funds, MPT plays a unique role in investment practice.
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.”
Step Aside, Bill Gross: In Search of the New ETF Rock Stars
While pundits agree that PIMCO's Gross is the biggest “rock star” in fixed income, they say “smart beta” equity ETFs are what's next.
Invest in the Market Like You Would an Individual Stock: Morris Capital
Dan Morris on the Manor funds’ “common sense” approach to investing: “We don’t talk to management or listen to CNBC, because they don’t tell the truth.”
Have you looked at clients' allocations to the financial sector lately? As the equity and bond markets digest years of mortgage and structured securities-related exuberance,...
John Wallace and Jay Sherwood of RS MidCap Opportunities Fund
S&P Rank: 4 Stars Beyond Traditional Growth Fare
Fund in Focus: Ave Maria Growth Fund
Jim Bashaw, manager since May 2003 S&P Rank: Not Ranked Fundamentals of Faith and Investing
Aaron Dunn of U.S. Global Resources Fund
S&P Rank: 5 Stars Flourishing On Robust Commodity Prices
Experience Preferred: Manager Tenure Boosts Large-
The Fundamentals Still Apply
Four PIC Funds Add Exit Fees
Oct. 21, 2002 -- Redemption charges will be added to four Provident Investment Counsel mutual funds next month in an effort to discourage investors from...