Ever since socially responsible investing began as a protest against the Vietnam War and as a lever to force U.S. multinationals to stop doing business in South Africa the concept has been viewed with suspicion in most parts of the investment...
The Dogs of the Dow strategy fell from grace in the late 1990s (along with many other strategies overshadowed by Internet stocks), and it has since spent most of its time in the investing doghouse, so to speak. However, having fared surprisingly...
Virtually every major business publication has predicted the collapse of the great real estate bubble of the 2000s. So far, the warnings of a collapse have not panned out. But, it is increasingly clear that it is a question of when not whether...
In 1984, Julian Mayo was a trainee at Schroders, an investment bank, when he was sent to investigate a little-known automaker in a town called Ulsan on the southeast coast of Korea. The Asian nation was still under dictatorship, which meant army...
For years, reps have been told that separately managed accounts (SMAs), were being The institutional-quality management, tax efficiency, transparency and customization that had made SMAs so popular among high-net-worth individuals would be...
Robert Isbitts, president and chief investment officer of Weston, Fla.-based Emerald Asset Advisors, is re-examining his hedge fund investing strategy for his well-to-do clients. The problem? When he included the instruments in his wealthy clients...
Herd mentality has always been a powerful force in investing circles, and with billions of dollars now running to hedge funds, many clients might feel tempted to join the stampede. The fact remains, however, that hedge funds are not right for...
The smart money believes that once the retail investor gets hold of an investing strategy or individual security, it's time to sell. Sure enough, now that retail investors are able to partake of hedge funds in unprecedented numbers (thanks to the...
The recent bear market was one of the worst in history, but investors in the Calamos Market Neutral Fund, a mutual fund, hardly noticed. With annual total returns averaging a solid, if unspectacular, 8.4 percent from 2000 through 2002, the bear...
Assets in separately managed accounts are growing steadily again after hitting a rough patch between 2001 and 2003, but many investors still don't understand what it is they do. Interviews with more than two dozen investors who own SMAs found that...