Hedge Funds
Hedge funds are aggressively managed portfolios of investments. They use higher risk investment strategies such as leveraging and taking long, short and derivative positions in domestic and international markets. These riskier investment strategies are undertaken with the goal of providing higher rates of investor return.
Today many investors assume the price of oil is bound to keep rising indefinitely. Mostly they base that view on the potential for increased car ownership in India, China and other newly industrializing countries.
To top it off, they assume that all the world’s great oil finds have already been discovered. It’s hard to disagree with those assumptions or that line …read more »
A basic rule of marketing is to “turn a feature into a benefit.” That is, you describe the feature so that it sounds as if it’s an actual benefit for the people you aim to sell to.
For example, hedge-fund marketers stress the fact that much of the money in hedge funds comes from rich private individuals. Today’s investment innovations let …read more »
TEMPLETON GROWTH FUND $11.36 (CWA Rating: Conservative) (Franklin Templeton Management Limited, 1 Adelaide Street East, Suite 2101, Toronto, ON. M5C 3B8. 1-800-387-0830; Web site: www.templeton.ca. Buy or sell through brokers) is invested 28.4% in the U.S., 14.2% in the UK, 9.5% in Japan, 9.3% in the Netherlands, 4.8% in Spain, 3.8% in Switzerland, 3.7% in Canada and 3.4% in Germany.
The …read more »
STATE STREET CORP. $59 (New York symbol STT; Aggressive Growth Portfolio, Finance sector; WSSF Rating: Average) provides custodial, research, accounting and other services to large institutional investors, such as pension plans and mutual funds.
The company gets about 80% of its revenue from management and other fees, while the remaining 20% comes from lending.
Equity markets have slumped in the past few …read more »
Uncertainty over interest rates, oil prices and the Mideast situation has hurt world equity markets in the past few months. However, we feel that this is a temporary setback, and not the start of a protracted bear market.
These three investment firms earn much of their income based on the value of the securities they manage. Consequently, the recent downturn has …read more »
Today many investors take it for granted that rapid industrialization in China and India has spurred the sharp increases in energy and metal prices of the past few years. They overlook the fact that hedge funds have poured investor money into the commodity markets these past few years — directly, and by investing in junior resource companies.
As hedge funds and …read more »
Rising stock prices inevitably lead some investors to get too confident and make dumb mistakes. I’ve seen it again and again since 1964, when I had the good fortune to stumble into an investing-related part-time job at age 16.
Back then, investors were still shell-shocked at memories of the 1962 market collapse. But a great deal changed by the end of …read more »
