Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.
Products March 2, 2011
Motley Fool Unveils Equity Offering
Motley Fool Asset Management has launched the Motley Fool Great America Fund.
Reported by PLANADVISER staff
The offering focuses on lightly-followed U.S. companies that may offer real value opportunities for patient, long-term stock investors, according to the company.
Advantages of the fund are reported to include:
- Fair, performance-based fees – Motley Fool Asset Management has a financial incentive to help investors do better than the market. The “fulcrum fee” compensation model means that the fees are based on the performance of the fund.
- Frank, friendly communications – Through monthly newsletters, and annual in-person investors meeting and twice yearly conference call forums, fund managers promise to talk to investors “frequently and frankly, in plain English, like a trusted partner.”
- Unwavering temperament – Motley Fool Asset Management doesn’t get rattled in rocky waters or chase the latest Wall Street fad.
- 21st century convenience – Motley Fool Asset Management aims to provide the most convenient investing process in the industry through a secure, interactive Web site.
You Might Also Like:
Crossmark’s Doll Named CEO, Keeping CIO Role
Bob Doll, known for his annual market predictions, is adding the CEO and president roles to his position as Mike...
Crossmark’s Doll Projects Long-Predicted Recession to Materialize in 2024
Market forecaster Bob Doll believes a shallow recession is due, given lagging effects of monetary tightening.
Doll Scores 50/50 on 2023 Predictions
The market prognosticator said the predictions for 2023 were among his ‘worst years,’ after a widely predicted recession did not...