Philly Wealth Advisory Firm Launches 130/30 Strategy

Sep 24 2007 | 12:03pm ET

Joining the crowd, Philadelphia Investment Partners is prepping its first 130/30 product with some $25 million in initial assets.

The New Generation Fund, set to launch next month, will encompass large-cap, small-cap and international equities, according to founder Peter Zeuli.


In Depth

Q&A: Symphony Financial's Baran Talks Investing In Japan

Feb 9 2012 | 6:46am ET

David Baran is co-founder of Tokyo and Singapore-based Symphony Financial Partners...

Lifestyle

Claren Road's Fahey Faces Celebrity Uproar Over Planned Malibu Home

Feb 2 2012 | 2:37am ET

Claren Road Asset Management co-founder Sean Fahey isn't doing much to endear...

Guest Contributor

The S.E.C. Says the Game Has Changed, And So Must Senior Management

Feb 2 2012 | 6:15am ET

On January 31, the SEC held an all-day conference to deliver a clear message: CEOs...

 

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Publisher's Note

    Occupy GAIM Fizzles

    Jan 23 2012 | 11:26am ET

    South Florida’s version of Occupy Wall Street—Occupy Palm Beach Country—is staging what I’ve been told is a less-than-impressive protest outside the GAIM conference site. Read more…

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