Actively Managed Funds

Mutual Fund Shell Game

by Henry Becker 10.13.2010

I can’t resist commenting on a recent article in the InvestmentNews, a financial services weekly news magazine. The article “Hodges Capital boss blasts re-categorization by Morningstar,” reveals the frustration of one mutual fund manager in regard to the re-categorization of one of his funds. To me this is a case of the blind

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Active or Passive

by Henry Becker 06.16.2009

This has been the raging debate for decades. The debate is should you/we use actively manged funds or index funds (the vast majority of ETFs are index funds). Both sides have made fair arguments over the years but in the end most advisors and individual investors fall on one side of the fence or the [...]

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Big Wig Portfolios

by Henry Becker 06.16.2009

Ever wonder how the people in power in this country invest? Eileen Ambrose of the Baltimore Sun has a great article on how particular individuals in the Obama administration invest. I think most people would agree, whether you like the folks in the current administration or not, these are powerful, well informed people. I don’t [...]

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