Fund manager generating solid returns with minimal exposure to interest rate risk; plenty of turnover
David Lerner Associates Inc. has been sued by investors who claim that it acted negligently in the sale and underwriting of more than $6.8 billion in shares of the Apple Real Estate Investment Trusts
Investors who want to redeem their shares in the Apple family of non-traded REITs marketed by David Lerner Associates Inc., which has become the target of a regulatory action, may be out of luck
Financial advisers around the United States are taking advantage of the depressed corporate-real-estate market to move into bigger or more impressive office space that they couldn't have afforded before prices dipped.
Analyst claims she didn't say what she seemed to have said when she said it on national television
Bruce Berkowitz appears to be staying away from some of his more controversial stock picks in his newest fund, The Fairholme Allocation Fund. Among the most notable absences from the top holdings of the new fund are American International Group — the flagship Fairholme Fund's top holding — and St. Joe Corp., which has received much press and attention from investors.
PMs can invest across range of asset classes, ramp up on leverage
Most money pulled out since last May; stock and bond funds both dumped
Could put a hole in money-market funds, which hold $760 billion in Treasuries. The question is: should investors pull their money out now just in case lawmakers in Washington don't reach a debt-ceiling agreement by Aug. 2?
AQR Capital Management LLC is tapping into the growing appetite for alternative investments by launching a mutual fund that employs nine different hedge fund strategies.
Estimated net flows, Jan. 1-June 30, 2011. (Source: Morningstar)
Canadian Imperial Bank of Commerce, the country's fifth-largest bank, agreed to buy a 41 percent stake in American Century Investments from JPMorgan Chase & Co. for $848 million to expand its asset-management business.
Specialized mutual funds promise investors access to hedge fund prowess. But critics say some of the funds charge hefty fees -- and deliver less-than-stellar results.
The global markets are flush with opportunities that have been screened for Catholic values, according to Greg Heilman, manager of the new Ave Maria World Equity Fund Ticker:(AVEWX).
The editorial took specific issue with investments in defense contractors such as United Technologies Inc. and “junk food giant” ConAgra Foods Inc. while not investing in Playboy Enterprises Inc.
Barclays Wealth may boost its bullish stance on developed-market stocks by reducing its cash investments as economic growth strengthens in the remainder of this year, according to its chief investment strategist.
Investors were more like bridesmaids than brides in June. Stocks, bonds and commodities all fell, marking the first monthly decline for all three since 2009.
I'm going to one-up Mark Twain in the quantity department and spin two yarns about jumping frogs, one which has been frequently told, the other not so much.
