Category Archives: Alternative Investments

Complex vs. Simple Investment Strategies II

Peter Lynch ran the Fidelity Magellan Fund for 13 years, during which time Magellan was the number one general equity fund in America. Lynch’s books One Up on Wall Street and Beating the Street offer up the active manager’s accumulated … Continue Reading

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Complex vs. Simple Investment Strategies

Many advocate a “back to basics” approach, from grade school educators to the food industry. Think about the original “Reading is fundamental” campaign to the farm to table movement. Simple is better. But is that true of investing? Hedge fund … Continue Reading

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Should You Use Alternative Investments?

In “Some ‘Alternative’ Funds Come up Short” in the Wall Street Journal, Daisy Maxey neatly sums up my take on alternative investments. I’ve always cautioned investors about running with the “in crowd.” There’s been plenty of recent research on the … Continue Reading

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Forget about Hedge Funds

Hedge funds are shutting at a rate not seen since the financial crisis. In fact, a recent article in Bloomberg News reports that hedge funds, on average, have returned just 2 percent in 2014, their worst performance since 2011. Further, … Continue Reading

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Should You Invest in Hedge Funds?

You get what you pay for, right? While this adage rings true in the retail world, it does not apply to hedge funds. In fact, California Public Employees’ Retirement System (CalPERS), the largest pension fund in the U.S., recently announced … Continue Reading

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Watch Out for Alternative Investments

If it sounds too good to be true, it probably is too good to be true. That age-old maxim is something to keep in mind if you are considering investing in alternative investments such as liquid alternative mutual funds, leveraged … Continue Reading

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