Elizabeth Lilly, who had a noted six-year run as co-manager of the GAMCO Westwood Mighty Mites fund, has now opened an investment firm of her own, Crocus Hill Partners, in Minneapolis, to invest in small- and micro-cap stocks with a value tilt. She says small-cap stocks aren’t well understood, because not many Wall Street analysts follow them. They’re also inefficiently priced, often trading at discounts to fair value. And that creates buying opportunities.
With the number of mutual funds and exchange-traded funds exploding, investors might be tempted to purchase more funds. After all, diversifying a portfolio is a good thing, right? Yes, but only up to a point. After that point, more can be less. In fact, investors can put together a sturdy, diversified portfolio with fewer than five funds, and for plenty of people, just one will do, some financial advisers and analysts say.
Thematic exchange traded funds—comprising everything from robotics to millennial-oriented stocks—represent one of the fastest growing segments of the ETF industry. As you might expect, thematic ETF providers gave a largely upbeat prognosis of the space at the Inside ETFs conference in Hollywood, Fla. this week, while also stressing the need for advisors to exercise due diligence in choosing funds. Related: The Next Markets For ETF Disruption?
Muck Rack makes it simple to find people, tweets, or articles that mention any name, keyword, company, hashtag etc. We've compiled this guide to help you make the most of your search.
Selecting a term
Start searching tweets, articles from media outlets, articles mentioned in tweets, journalists'
names, titles and bios with some suggested searches:
Companies or Topics (e.g. iPhone, Microsoft)
Phrases (e.g. "cloud computing") — use quotes to keep the terms together
Twitter handles (e.g. @username) — returns those who have mentioned or replied to
Names (e.g. "David Pogue")
Hashtags (e.g. #sxsw, #london2012)
Bio details (e.g. vegan, Olympics, father)
Muck Rack's Advanced Search allows for many boolean operators.
Find results that mention multiple specified terms, use AND or
+. For example, ensure each result contains both Elon Musk and Mark Zuckerberg by
searching Musk AND Zuckerberg or Musk + Zuckerberg.
Use the operators OR or , to broaden your search when you'd like either of
multiple terms to appear in results. (This is the default behavior of our search when no operators
are used). For example, results will contain either cake or cookie by searching cake OR cookie or cake,cookie
Use NOT or - to subtract results from your search. For
example, searching Disney will yield results about the Walt Disney Company as well as Walt Disney
World Resort. To exclude mentions of Disney World, search for Disney -World or Disney
When using one of these operators with a phrase, enclose it in quotation marks. For example, you can
find results about smartphones excluding Apple's iPhone 4S by searching smartphone -"iPhone
Exact case matching or punctuation
If you're searching for a brand name or keyword that relies on specific punctuation marks or capitalization, you can
find results that match your exact query by adding matchcase: before the keyword you're searching for, like matchcase:E*TRADE .
Use parentheses to separate multiple
boolean phrases. For example, to find journalists talking about having fun in Disney World or
Disneyland, search for ("disney world" OR disneyland) AND fun.
An asterisk can be used to search for any variation of a root word truncated by the asterisk. For example, searching for admin* will return results for administrator, administration, administer, administered, etc.
A near operator is an AND operator where you can control the distance between the words. You can vary the distance the near operation uses by adding a forward slash and number (between 0-99) such as strawberries NEAR/10 "whipped cream", which means the strawberries must exist within 10 words of "whipped cream".