Dividend is Easy to Find. Yield is Not.

Dividend is Easy to Find

There are a lot of mutual funds and ETFs promoting themselves as “dividend” funds. In fact, when I screened over 9,100 US-traded mutual funds and ETFs, 437 of them had the word “dividend” in their name. Since regulators are quite strict about funds being truthful about what their names imply, I was curious to see just how many of these dividend ... [read more]

Riding Investment Waves For Risk Averse Investors

Riding Investment Waves

Bill Hortz of the Institute for Innovation Development recently sat down with Dan Darchuck, Co-Founder and CEO of Topturn Capital, an independent financial advisory firm headquartered in Monterey, CA which manages the Topturn OneEighty mutual fund and delivers innovative asset management strategies to institutions, individuals and leading financial ... [read more]

The Case for Global Multi-Assets

The Case for Global Multi-Assets

Brian Singer, head of William Blair’s Dynamic Allocation Strategies team, discusses the case for global multi-assets in today’s environment, why the team’s approach to global multi-asset investing is unique, and the role of such a strategy in a portfolio. Watch the video or read the recap below.What are some of the main investment factors ... [read more]

Largest Macro Opportunities Have Tail Risks

Largest Macro Opportunities Have Tail Risks

In today’s global macro environment, the largest investment opportunities also possess significant downside tail risks. That means the most attractive valuation opportunities exist in markets and currencies where there is geopolitical risk or negative macro thematic influences.The most fundamentally attractive global equity markets are in ... [read more]

Market Focus: Rising Rates – Five Ideas for Your Portfolio

Five Ideas for Your Portfolio

The Federal Reserve raised interest rates in December and March, and several voting members have indicated that at least two more rate hikes are likely to come in 2017 and three more in 2018. In isolation, the emergence of a tightening wouldn’t be particularly troubling for investors. After all, it’s part of the normal economic cycle of expansion, ... [read more]

Long-Short Mutual Funds: The Rodney Dangerfield of Investing

Long-Short Mutual Funds

In a blazing bull market (for the S&P 500, at least), alternative strategies sit in the shadows, awaiting the day when they will again be called on to help clean up the mess that a fallen bull market left behind. In particular, long-short strategies are chronically misunderstood. They are essentially the Rodney Dangerfield of investing: “they ... [read more]

American Century Creates New Long-Short Fund

American Century Long-Short Fund

As many would suggest, the writing is on the wall - add value or get out of the way. The indexing train is on the tracks and running full steam ahead, obliterating any high-fee, benchmark hugging active manager that isn't earning its stripes. And right behind that train, just in case the first one didn't pulverize you, is the smart beta train. ... [read more]

2 New Alternative ETFs Seek Absolute Returns In Any Market

Alternative ETFs Seek Absolute Returns In Any Market

The premise of positive returns in any market is an alluring proposition for risk adverse investors.  These types of alternative strategies were once the realm of sophisticated hedge funds and institutional portfolios.  However, they are now starting to make their way into the accounts of mainstream investors via exchange-traded funds ... [read more]

Institutions Have Appetite for Smart Beta Hedge Funds

Smart Beta Institutional Investors

A survey conducted by Citi Prime Finance revealed that an overwhelming majority of institutional investors are planning to increase their allocations to risk premia and/or smart beta investments over the next three years. Citi’s survey included investors and intermediaries, mostly institutional, representing nearly $1 trillion of combined assets ... [read more]

The Kerfoot Alternatives Update

The Kerfoot Alternatives Update

There's clearly a never ending stream of news and activity related to alternative investments, and Matthew Kerfoot, a leading attorney in the sector, periodically sends around an update of industry activity. We are pleased to publish his most recent update below:Happy 2017!  Neuberger celebrates with their 10 investment themes in 2017.  Of ... [read more]