Overlooked Managers

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  Southern Charm in the Small-Cap Space

  By John Sullivan, AdvisorOne  |  January 21, 2013

  Don’t let the easygoing, good ol’ boy charm fool you. Raise the topic of investment management, particularly in small caps, and Mark Travis' “aw-shucks” attitude quickly fades.

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  The American Way: Retirement Planning With a (Not Very) Overlooked Manager

  By John Sullivan, AdvisorOne  |  November 20, 2012

  We understand the confusion readers have expressed over some of the funds we’ve deemed “overlooked.”

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  On a Tear: How Altegris Made Alternatives Pay Off

  By John Sullivan, AdvisorOne  |  August 21, 2012

  Maintaining the proper work/family balance ain’t easy, something Jon Sundt knows firsthand.

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  Managing Through the Micro-Cap Mania

  By John Sullivan, AdvisorOne  |  May 22, 2012

  If you think the small-cap space has had a wild ride recently, try micro caps, and then get your head around the following boast Michael Corbett makes about one of the funds he manages.

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  Fly Like an Eagle

  By John Sullivan, AdvisorOne  |  April 24, 2012

  Calling First Eagle Funds an “overlooked manager” is a bit like calling Warren Buffett poor or Bill Gross pedestrian; it just doesn’t fit.

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  A Sterling Reputation

  By John Sullivan, AdvisorOne  |  February 22, 2012

  The boys at Sterling Global Strategies started their independent firm in late 2008; yes, 2008.

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  Profit in Any Direxion

  By John Sullivan, AdvisorOne  |  February 1, 2012

  Alternative investment pioneer Edward Egilinsky has something special: the only long-short currency index fund in the domestic mutual fund space

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  Managing Volatility With Managed Futures

  By John Sullivan, AdvisorOne  |  December 28, 2011

  Ben Warwick took so long to begin to answer our first question about the benefits of managed futures, we wondered if he was multitasking.

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  The Long and Short of Long-Short Funds

  By John Sullivan, AdvisorOne  |  November 28, 2011

  At the Morningstar Investor Conference in 2006, one breakout session panelist noted the 40 long-short funds in existence, predicting the number would increase tenfold in the next two years.

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  Arrow Funds' Alternative Plan

  By John Sullivan, AdvisorOne  |  November 1, 2011

  Joe Barrato is frustrated with the use (or rather, lack) of alternative investments and hedging strategies in the mutual fund and ETF space.