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Articles tagged "Sungarden Investment Research"


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Rob Isbitts: Liquid alternative mix concept is like eating a portion of your breakfast, lunch and dinner for the day at the same time.  Each part is potentially enjoyable and healthy on its own, but together it can seem more like a mishmash.

Why RIA clients still see alternatives as a 'mishmash' and 17 other cheat-sheet items for advisors in 2017

Rob Isbitts's well-researched quick takes that'll educate an RIA in 10 minutes on items from margin debt and corporate earnings to house-flipping

January 30, 2017 at 6:05 PM

Rob Isbitts: That money should have a target on its back, and we RIAs as an industry should be managing it.

Chasing bad performance: Why investors can't get enough of those increasingly lame hedge funds

Most assets are institutional but there's a trillion dollars of baby boomer assets ripe for the plucking by RIAs who can generate returns sans the highway robbery fees

April 28, 2015 at 7:46 PM

Rob Isbitts: As the alts industry continues to expand, morph and eventually consolidate, keep in mind that some of your clients can't afford to not have the money they need, when they need it.

How the alternative investments category got bastardized and why that's a shame

A decade on, the investment industry is fast destroying a promising asset class

January 27, 2015 at 6:19 PM

Jack Rivkin: I interviewed lots of people for three to four months but nobody met all the criteria. I pulled a Dick Cheney and said: I can do this.

VC firm installs one of its own, a Lehman Bros. legend, to get Altegris in gear

After months of searching on behalf of Aquiline, Jack L. Rivkin decided to nominate himself

March 13, 2014 at 3:53 AM

Rob Isbitts: Options typically require far less capital than inverse ETFs used to hedge.

4 reasons to use options -- and 4 more reasons why you should think twice

Options can smooth the bumps inherent in longterm investing but expect to take some time educating your clients about them

February 24, 2012 at 4:17 PM

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