Bronze-rated Schooner Fund performs exceptionally well in periods of heightened volatility, but hedging fees will cause it to lag in flat markets.
Despite a rocky 2014, Bronze-rated AQR Diversified Arbitrage can still function as a very effective diversifier to a fixed-income portfolio.
Silver-rated Gateway Fund's 30-year track record demonstrates viability across full market cycles.
Options for capitalizing on the dollar's rise.
Silver-rated TFS Market Neutral is a pricey but attractive option for investors looking to lower market risk.
The Medalist-rated Merger and Arbitrage funds both invest in publicly announced merger transactions, but each has its own special tilt.
How increased merger activity shapes the risks and opportunities for this niche group of mutual funds.
Bronze-rated IQ Alpha Hedge Strategy attempts to capture the tactical asset allocation of hedge funds but at a lower cost.
Investors who have a long-term negative view on the U.S. dollar should consider these Medalist offerings.
Exposure to managed futures can bring uncorrelated returns and a systematic approach to portfolios, says Campbell & Company president Mike Harris.
If deal activity continues, these merger-arbitrage funds could represent great opportunities going forward, says Morningstar's A.J. D'Asaro.
This fund has to overcome a major hurdle with its expenses, but it has far exceeded expectations in a short time frame.
This merger-arbitrage fund has little correlation to the broader equity and fixed-income markets and has a very low expense ratio.
The costs associated with a full Fed taper would be astronomical, and investors seeking currency exposure should set their sights on the euro, says Merk Investments' president Axel Merk.
Medalist-rated Gateway and Schooner funds both use option collars to manage volatility but have some key differences.
Value investing works like clockwork, but your clock has to be really slow, says the Columbia professor and CIO of Gotham Asset Management.