Investment VIPs
What top-performing investment strategists and portfolio managers are thinking about the latest market trends and how to build high-performing portfolios.
February 28, 2005
John Wallace and Jay Sherwood of RS MidCap Opportunities FundS&P Rank: 4 Stars Beyond Traditional Growth Fare
February 22, 2005
New S&P DTI Fund Coming from RydexROCKVILLE, Md. (HedgeWorld.com)--Rydex Investments, an investment advisory firm, is preparing the launch of a registered fund that will track the performance of the Standard & Poor's Diversified Trends Indicator. The S&P DTI is a benchmark for trends in the commodity and financial futures markets, designed by Alpha Financial Technologies LLC,...
February 10, 2005
NASD Approves Monte Carlo SimulationsBrokers are getting a Valentine from the National Association of Securities Dealers.[@@]The Washington-based group has approved a new rule interpretation that lets brokers use ...
February 01, 2005
Looking backAs part of Investment Advisor's 25th anniversary, we will be sharing some of that history with you from time to time. In an article written...
January 27, 2005
Advisors and TPAs are alike--and differOver the next three years, investment advisors believe revenues from qualified retirement plans will rise substantially, about 60%, according to a recent survey conducted by McHenry Consulting.
January 20, 2005
Carrier To Rename Signator Financial NetworkJohn Hancock Life Insurance Company, Boston, is putting its name back on its career agency unit.[@@]Back in 1999, Hancock dubbed the unit "Signator Financial ...
January 19, 2005
Look At REITs From All AnglesByThe last 5 years have been an awesome roller coaster ride skyward for any baby boomer invested in real estate investment trusts, but many are ...
January 18, 2005
Kellner DiLeo Hires Manager for Distressed, High IncomeNEW YORK (HedgeWorld.com)--Kellner DiLeo Cohen & Co. LLC hired Katalin E. Kutasi as manager of the market neutral firm's distressed and high-income portfolios. Ms. Kutasi most recently worked as senior vice president and director of high-yield, distressed and private securities research at Alliance Capital Management LP, New York. She oversaw...
January 18, 2005
CMG Capital Launching New Long/Short FundRADNOR, Pa. (HedgeWorld.com)--In anticipation of launching a new long/short equity fund in the coming month, CMG Capital Management Group Inc. hired Edward J. Stavetski as chief investment strategist for CMG Investment Advisors LLC and as portfolio manager for the new fund. Mr. Stavetski previously founded and served as chief investment...
January 01, 2005
About The ManagerRobert L. Lee, CFA, is senior VP of Sentinel Advisors Company in Montpelier, Vermont, as well as being Mid Cap Growth Team Lead Portfolio Manager. In...