New Hire Roundup: Hatteras Promotes Murphy
This week in new hires, Robert Murphy was named CIO of Hatteras Alternative Mutual Funds; Steven Lofquist went to JHS Capital Advisors; and Franklin Square welcomed Mike Gerber.
The Birth of Hedge Funds
Alfred Winslow Jones was a financial journalist before he became a wildly successful investor who would be known as the father of the hedge fund...
The Top 10 Trends in Wealth Management
Borrowing from David Letterman, we give you our "Top 10 Things That Have Wealth Managers Buzzing."
Managed Futures and Asset Allocation: Asset Class or Investment Strategy?
As alternative investments go mainstream, I believe it's time to acknowledge that the broad universe of alternatives is another asset class, alongside stocks, bonds, cash, real estate and commodities.
Hedge funds now? Absolutely
We've heard about hedge funds and the global quantitative unwinding they've caused, but there are a lot of hedging strategies still available, which translates to...
The True Costs of Active Management
Even the most rational investors must admit to temptation when the subject under discussion is actively-managed mutual funds. After all, it's nearly impossible to read...
What Alternatives Do Advisors Have?
This past August, Morningstar and Research magazine surveyed financial advisors on the state of alternative investments. The perspective of and choices made by financial advisors,...
The Case for True Diversification--Searching for Alpha, October 2006
It's been a long six years for investors in the Dow Jones Industrial Average. After a spectacular third quarter this year, the oldest index of U.S. stocks is now a breath away from the all-time high of 11,722.98 set on January 14, 2000.(Searching for Alpha, the monthly index newsletter for...
Over the Hedge
A recent piece in Vanity Fair describes how multimillionaire hedge fund managers have converged in great numbers upon the once-tony suburban community of Greenwich, Conn.,...
Mixing It Up
Here's the situation: Either you have already invested some of your clients' money in one or more hedge funds, or you've decided that investing in...