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Articles tagged "Sungarden"


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Josh Charlson: Although the high costs have come down, returns have not surpassed their hurdle rate.

Fidelity dumps two liquid alts managers after they fail to deliver the vaunted 'hedge effect' in stormy markets

The Boston giant gave Arden, then Blackstone, the bum's rush after their halo effect was tarnished by high expenses, low returns

April 8, 2016 at 6:12 PM

Jon Sundt: In 27 years of tracking, the average private equity return has outpaced the S&P by 2.5 times.

Feeling its oats in post-Genworth life, Altegris does a deal with KKR anchored by a big Merrill Lynch brokerage commitment

Using a deli-slicer approach, the San Diego liquid alts firm will make KKR billions available in $25,000 portions

May 13, 2015 at 5:55 PM

Jeff Maurer: At no point did we say let's go hire as many people from GenSpring as possible.
April 29, 2014 at 6:28 AM

Rob Isbitts: It was amazing to see how far this field has come. And yet, I wonder if it's already gone the way of too many advisory industry trends: Overkill!

Top 10 alternatives to alternative investments for RIAs: 2013 edition

Our alts maven gives his thumbs-up and thumbs-down on products and strategies and offers ways to cultivate a taste for off-the-menu offerings in clients

July 15, 2013 at 4:15 PM

 Rob Isbitts: That ensemble offering you create does not have to be a group of 20 people under the same roof.

5 entrenched ruts in which advisors are idling -- and how to shift gears to peel out of them

If you're trying to be an asset-gathering ninja and an investment management guru simultaneously, meet Jack

March 26, 2013 at 3:12 AM

Rob Isbitts: Three years is the Goldilocks of investment evaluation horizons.

5 ways for incumbent advisors to get -- and keep -- their clients' vote of confidence

Obama and Romney are asking for four years to deliver results -- ask your clients for three

October 22, 2012 at 2:59 AM

Rob Isbitts: Clients can even tell an advisor they would like a double-long midcap equity ETF.

5 counterintuitive reasons why the investment vehicle of the the decade is ... stocks

These days there are more varieties and combinations of investments than selections on a Starbucks menu -- but that's not necessarily a good thing

August 2, 2012 at 4:14 AM

Rob Isbitts: An over-diversified portfolio can look like an attempt to cover the advisor’s behind.

How 5 seriously overworked buzzwords can come between you and your client

They're on the lips everyone in the industry, but we've lost sight of what they really mean; here's a refresher course

July 10, 2012 at 6:10 AM

Rob Isbitts: Fool me once shame on you, fool me twice shame on me, fool me three times...I'm outta here!

12 for 2012: A dozen issues you and your clients should really be focusing on this year

A veteran investment strategist sifts through mountains of information overload to find the way forward -- and takes stock of his 2011 prognostications

January 25, 2012 at 4:14 AM

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