Psst: We’re Market Neutral

by Alyssa A. Lappen
Institutional Investor | January 1995


All Articles, Poems & Commentaries Copyright © 1971-2021 Alyssa A. Lappen
All Rights Reserved.
Printing is allowed for personal use only | Commercial usage (For Profit) is a copyright violation and written permission must be granted first.

True Value

MONEY MANAGEMENT

Mutual Shares’ Michael Price has made billions for himself and his clients by buying value. But as his funds grow, will performance suffer?

by Alyssa A. Lappen
Institutional Investor | November 1994

pp. 39-46

truevaluemichaelprice

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All Articles, Poems & Commentaries Copyright © 1971-2021 Alyssa A. Lappen
All Rights Reserved.
Printing is allowed for personal use only | Commercial usage (For Profit) is a copyright violation and written permission must be granted first.

The Squeeze on Fees

MONEY MANAGEMENT

Money managers who think their industry isn’t mature and that cost pressurs can’t touch them are kidding themselves

by Alyssa A. Lappen
Institutional Investor | October 1994

pp. 65-73

thesqueezeonfees

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All Articles, Poems & Commentaries Copyright © 1971-2021 Alyssa A. Lappen
All Rights Reserved.
Printing is allowed for personal use only | Commercial usage (For Profit) is a copyright violation and written permission must be granted first.

Mortgage-backed mayhem

COVER STORY

Naive investors, aggressive dealers, baffling instruments—the market was a disaster waiting to happen. Will it be next time around?

By Michael Carroll and Alyssa A. Lappen
Institutional Investor | July 1994

pp. 81-96

2 Sidebars, by Alyssa A. Lappen

“Did dealers gang up on David Askin”

“Not our fault say Fannie and Freddie”

mortgagebackedmayhem

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All Articles, Poems & Commentaries Copyright © 1971-2021 Alyssa A. Lappen
All Rights Reserved.
Printing is allowed for personal use only | Commercial usage (For Profit) is a copyright violation and written permission must be granted first.

Overcoming mortgage-backed insecurities

PORTFOLIO STRATEGY

Invista Capital Management’s Martin Schaefer avoids blowups in mortgage-backeds by sticking to basics

by Alyssa A. Lappen
Institutional Investor | July 1994

pp. 99-100

overcomingmortgage-backedinsecurities

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All Articles, Poems & Commentaries Copyright © 1971-2021 Alyssa A. Lappen
All Rights Reserved.
Printing is allowed for personal use only | Commercial usage (For Profit) is a copyright violation and written permission must be granted first.

Variable annuities’ reliable returns

MONEY MANAGEMENT

You’d think the point of these annuities was to provide the ‘seller,’ not the buyer, with a dependable income. Maybe it is.

by Alyssa A. Lappen
Institutional Investor | Mar. 1, 1994

pp. 107-110

variableannuitiesreliablereturns

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All Articles, Poems & Commentaries Copyright © 1971-2021 Alyssa A. Lappen
All Rights Reserved.
Printing is allowed for personal use only | Commercial usage (For Profit) is a copyright violation and written permission must be granted first.