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Taxation and Mutual Funds: An Investor Perspective
for investors in different income classes facing various investment hori zons. The differences between the relative rankings of funds on a before ... oped providing newsletters and tabulated data regarding mutual funds. ... on dividend and realized capital gains distributions.
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[PDF File]SELECT VALUE - Investment Management Firm, AFAM Capital
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Select Value: Al Frank is a division of AFAM Capital. AFAM Capital is a Registered Investment Advisor wholly owned by AF Holdings, Inc. AFAM is editor of The Prudent Speculator newsletter and is the Investment Advisor to four no-load proprietary mutual funds and individually managed client accounts.
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[PDF File]Trend Following Works! - CMG AdvisorCentral
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Trend Following Works! A January 2016 investment study found that trend following is one of just a few investment factors that works consistently over time. Academics call it “time-series momentum,” but the investment approach is most commonly known as “trend following.” In The Enduring Effect of Time-Series Momentum on Stock
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Mutual Fund Solutions Alternative Investment Solutions ETF ...
Alternative Investment Solutions 2015 Key Regulatory Initiatives Fund Administration Through our connection with more than 320 mutual fund clients and a significant share of the industry, we are fortunate to stay current on trends in requirements, such as SEC request lists and subsequent follow-up questions which
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[PDF File]MUTUAL FUND Investor Guide THE Investor Guide TO …
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Investment Officer Matthew Sauer is the Founder and Chief Investment Officer of the Mutual Fund Investor Guide family of newsletters. Each month he analyzes and provides buy, sell and hold recommendations for hundreds of mutual funds and ETFs in three newsletters: The Investor Guide to Fidelity Funds, The ETF Investor Guide
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[PDF File]Sure Dividend
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Most newsletters, funds, and investment advisors operate by picking whatever stocks or asset allocations have the best feel at the time. The Sure Dividend newsletter is different in that it uses The 8 Rules of Dividend Investing to quantitatively identify and rank high quality dividend …
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[PDF File]Churchill Management Group
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Frequent client contact (service team, monthly emails from management, newsletters, webinars, face to face meetings, etc.) Churchill Management Group Investment Strategies EQUITY GROWTH AND VALUE Typically remains fully invested through all market cycles.
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[PDF File]Sure Dividend
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investment performance is being provided and no inference to the contrary should be made. There is a risk of loss from an investment in securities. Past performance is not a guarantee of future performance. Closing Thoughts December marks the second transaction in the Sure Dividend 20 Stock Model Portfolio. 3M Company’s stock has had a solid run.
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Dividend investment newsletters rankings