Spotlights

• June 7, 2012 Spotlight - “On Average” … The Last Refuge of Poor Analysis?

  Investors should be wary of statistical averages that promise certainty in a complex market environment. .. Read full article.

• April 11, 2012 Spotlight - You Can Teach An Old Dog New Tricks

  Montag & Caldwell seeks steady growth opportunities among mid-cap stocks.
  .. Read full article.

• February 22, 2012 Spotlight – Why You Need Alternatives in Your Portfolio

  Managing risk-adjusted returns is the key to long-term investment success... Read full article.

• January 5, 2012 Spotlight – Experience Before Theory

  Mutual fund investors need to focus more on building practical portfolio construction skills instead of relying on detached academic theory... Read full article.

• October 10, 2011 Spotlight - Why David Swensen Is Wrong

  From his perch in the Ivory Tower, the Yale University Chief Investment Officer's perspective on mutual funds misses the mark... Read full article.

• December 2, 2010 Spotlight - Diversifying Within Alternatives

  Lake Partners brings experience and insight to the world of alternative investing. Download File (446 KB, PDF)

• November 15, 2010 Spotlight - A New Paradigm in International Investing?

  London-based Barings Seeks to blend top-down and bottom-up research to maximum effect. Download File (419 KB, PDF)

• September 27, 2010 Spotlight - Value Is More Than a Cheap Price

  Herndon Capital provides a refreshingly thoughtful approach to value investing. Download File (412 KB, PDF)

• September 2, 2010 Spotlight - Covering Your Bases

  The ASTON/M.D. Sass Enhanced Equity Fund (AMBEX) offers a potential hedge against market uncertainty. Download File (435 KB, PDF)

• September 30, 2009 Spotlight – Flexible is Beautiful

  Recent market volatility demonstrates the need for a nimble, quality-oriented approach to large-cap investing. Download File (168 KB, PDF)

• May 29, 2009 Spotlight - Style Drift: Is it the Manager or the Style Box?

  Investors need to understand the quirks of the ubiquitous investment style box. Download File (142 KB, PDF)

• March 11, 2009 Spotlight - Modern Portfolio Theory Is Dead, Long Live . . . MPT?

  Recent market shocks call for fresh thinking about diversification. Download File (198 KB, PDF)

• December 1, 2008 Spotlight - A Manager For All Seasons

  Montag & Caldwell adheres to investment principles focused on sustainable earnings growth. Download File (213 KB, PDF)

• September 30, 2008 Spotlight - Finally, a Fresh Approach to Equity-Income Investing

  The ASTON/River Road Dividend All Cap Value Fund seeks appreciation and income in unexpected places. Download File (154 KB, PDF)

• September 22, 2008 Spotlight - Elements of Style

  Investors should strive to move beyond the conventional value versus growth argument. Download File (114 KB, PDF)

• August 18, 2008 Spotlight - Managing Risk: Is Your Portfolio Truly Diversified?

  There’s more to diversification than just asset classes and the style box. Download File (100 KB, PDF)

• July 28, 2008 Spotlight - Never Forget Rule Number One

  TAMRO Capital Partners’ Philip Tasho learned how to invest during a bleak time in market history. Download File (171 KB, PDF)

• March 27, 2008 Spotlight - Investing With Conviction in Mid Caps

  Knowing companies inside and out is the key for Optimum’s Thyra Zerhusen. Download File (126 KB, PDF)