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- DWS Dreman High Return Equity Fund: All That Glitters Isn't Gold
- David Dreman is a rarity in the mutual fund industry -- he's a fund manager who has actually beaten his benchmark over the long term. Since 1988, his DWS Dreman High Return Equity Fund has earned 8.3 percent annually, slightly outpacing the Russell 3000 Value Index's eight percent return. Despite...
- Blog posts 2009-04-27
Additional Resources
- J.P. MORGAN: J.P. Morgan announces no capital gains distribution for Tax Aware U.S. Equity Fund.
- M2 PRESSWIRE-23 December 1998-J.P. MORGAN: J.P. Morgan announces no capital gains distribution for strong performing Tax Aware U.S. Equity Fund C1994-98 M2 COMMUNICATIONS LTD RDATE:211298 New York, NY -- J.P. Morgan announced today that for the second year running, there will...
- Research articles 1998-12-23
- Avoid Mutual Fund Transaction Costs
- You probably never thought about the cost your fund incurs simply by trading the stocks in its portfolio. Here's why you should — plus a few fund types to be wary of. All the more reason, then, to pay attention to transaction costs: the costs...
- Articles 2009-06-19
- What Is Private Equity?
- The term private equity encompasses a range of techniques used to finance commercial ventures in ways that do not involve the use of publicly tradable assets such as corporate stock or bonds. Typical forms of private equity include venture capital, growth and mezzanine capital, angel investing, and private equity funds....
- Articles 2007-03-05
- Here Come the "Safe" Stock Funds
- As sure as rain begets mudslides, the bear market has spawned a menagerie of new "safe" equity investments. But only one is worth a cautious try. ...
- Articles 2009-05-28
- BlackRock, Inc. Q3 2007 Earnings Call Transcript
- Question-and-Answer Session Operator [Operator Instructions]. Your first question comes from Craig Siegenthaler with Credit Suisse. Craig Siegenthaler - Credit Suisse Thanks. The performance fee number, you mentioned international equity hedge funds, can you give us some more detail what's in this number in terms of...
- Earnings calls 2007-10-17
- Mutual Fund Fees Jump 5 Percent
- While you wait for your portfolio to climb out of the basement, fund companies are siphoning off a bigger share of your cash. An exclusive analysis for MoneyWatch.com by investment...
- Articles 2009-08-17
- The Biggest Mistake Investors Make
- Looking for that can?t-miss money manager who will make all your financial worries disappear? That person doesn?t exist. And perhaps the single most expensive mistake that investors make is to chase after that dream, year after year, dragging down their returns in the process. Here?s the deceptively simple alternative. ...
- Articles 2009-10-22
- Long/Short Mutual Funds -- More Style than Substance
- As a general rule, if someone recommends an investment product or strategy to you largely on the basis of its sophistication, your best move is to run in the opposite direction. That would seem to be an appropriate reaction to anyone attempting to convince you of the merits of a...
- Blog posts 2009-10-26
- Jack Bogle: Why Stocks Will Beat Bonds (and Investors Will Miss Out)
- Vanguard founder and investor advocate Jack Bogle tells us how to invest now and tells the administration how to reform the U.S. financial system. We both should listen. You’ve seen a few downturns in your time. Based on your experience, what’s next? ...
- Articles 2009-06-08
- What Can Private Equity Do to Get Rid of Toxic Debt?
- Like hunting hounds on the prowl, private equity groups are picking up scents of profits in toxic bank assets. Will this help the Obama administration in its so-far confused search for a way to toxic bad debt off the market? Maybe some, but there are limits to what private equity...
- Blog posts 2009-02-16
- Mutual Fund Tax Efficiency
- Mutual fund performance is commonly measured in gross (i.e. pre-tax and pre-inflation) returns. Unlike inflation, the impact of taxes on equity returns varies widely among investors. While some investors have a high marginal tax rate, others have a very low one. Inflation, on the other hand, is uniform in its...
- White papers 2000-12-01
- Kayne Anderson Energy Total Return Fund, Inc. Announces Its Net Asset Value as of September 19, 2008
- Because of high volatility in the equity markets last week and since the announcement of its net asset value as of close of business Thursday, September 18, 2008, Kayne Anderson Energy Total Return Fund, Inc. (the "Fund") (NYSE: KYE) today announced its net asset value as of Friday, September 19,...
- Research articles 2008-09-22
- Merriman Sector Program Soars in 2000!
- Business Editors SEATTLE--BUSINESS WIRE--Jan. 24, 2001 Paul Merriman's High Performance Program HPP returned 21.1 percent in 2000, continuing its lengthy run of easily topping most U.S. equity mutual funds. HPP, which has been trading Fidelity Select sector Funds since 1988, has produced an average 25.2 return over...
- Research articles 2001-01-24
- REPEAT/Merriman Sector Program Soars in 2001!
- Business Editors REPEATING... SEATTLE--BUSINESS WIRE--Jan. 24, 2001 Paul Merriman's High Performance Program HPP returned 21.1 percent in 2000, continuing its lengthy run of easily topping most U.S. equity mutual funds. HPP, which has been trading Fidelity Select sector Funds since 1988, has produced an average 25.2...
- Research articles 2001-01-24
- manager Comment - Paul Causer.
- I have managed the Invesco Perpetual Monthly Income Plus fund with Paul Read since launch in 1999. Neil Woodford is also a named fund manager and looks after the equity portion of this fund's portfolio, which is allowed a 20 per cent maximum. ...
- Research articles 2005-02-28
- Nuveen Core Equity Alpha Fund Attracts More Than $350 Million
- Innovative Total Return Strategy Relies on Mathematical Model and Options CHICAGO -- Nuveen Investments, a leading provider of diversified investment services to institutions and high net worth investors, today announced it has successfully completed the initial public offering of the Nuveen Core Equity Alpha Fund. The closed-end fund, which...
- Research articles 2007-03-28
- When Less Is More (What Is The Value Of A Mutual Fund Manager's Tenure?)
- What is the value of a mutual fund manager's tenure? Do they improve with experience or are they merely an expensive adornment? In short, does a fund manager with more time at the helm "manage" a portfolio any differently than a manager new to a fund? Article provides the explanation...
- White papers 2003-01-01
- Is the end of the credit crunch finally in sight?
- This week marks the second anniversary of the beginning of the most traumatic global financial crisis in living memory, a crash that has brought banks to their knees, triggered the deepest recession since the 1930s and stretched the finances of some families to breaking point. August 9, 2007, will go...
- News items 2009-08-14
- Schroders highlights 'disappointing' hedge fund returns.
- Byline: Anuj Gangahar Hedge funds have performed disappointingly so far this year in relation to their historical returns, according to research from Schroders, the UK asset management firm.Long/short equity funds in particular have been hit by high short-term volatility and the general decline...
- Research articles 2002-12-10
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