Tag Archives: Investment (Sentinel)
Wealthy investors seeking an alternative to the performance and volatility of the public equity markets are turning to private equity investments. Portfolio diversification and hoped-for average annual returns approaching 20%, coupled with lower minimum investments, have led to the private equity stampede.
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History teaches us that even mighty nations fall. A century ago, “The sun never set on the British Empire.” Not …
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Should Wall Street bulls break into a gallop if Republicans take the reins on both ends of Pennsylvania Avenue? Ought …
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Do other mutual funds besides Heartland rely on internal estimates to value portfolio holdings? You bet. Bank loan mutual funds, …
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Friday, October 13, 2000 proved to be an unlucky day for shareholders of the Heartland High-Yield Municipal Bond Fund and …
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Are conventional mutual funds dead? With more than 11,000 funds in the Morningstar database, totaling an estimated $5 trillion in …
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Let’s say you have one stock that dominates your portfolio. Perhaps you bought $15,000 worth of Microsoft in 1989 and today your investment is worth more than $1.4 million. Or maybe you founded a small networking company on a shoestring and Cisco Systems recently bought you out for $10 million…in Cisco stock.
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Every so often an academic study comes along that changes the way we think about investing. One such study, published …
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Hedge fund investors had good reason to be frustrated in 1998. First, despite the aura of risk reduction in which …
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Would you be interested in a tax-sheltered investment? One that is guaranteed to return your principal to your family if …
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