Article Archive: Jason Kephart, CFA

Title Collection Author Date
Low Costs, Top Team Put This Target-Date Fund on Our Radar US Videos Jason Kephart, CFA 06/14/18
2 Good Entry Points Into Alternative Fund Investing US Videos Jason Kephart, CFA 03/01/18
Liquid Alts Funds That Weathered the Sell-Off Storm US Videos Jason Kephart, CFA 02/16/18
When Stocks Corrected, Were Our Alt Picks Ready for It? Fund Spy Jason Kephart, CFA 02/15/18
Mapping Alternatives Advisor Insights Jason Kephart, CFA 02/14/18
An Upgrade For This Vanguard Quant Fund Fund Times Jason Kephart, CFA 02/04/18
Why Low-Fee Vanguard Market Neutral Lagged in 2017 Fund Times Jason Kephart, CFA 01/13/18
Long-Short Equity Fees Ate Your Alpha Fund Spy Jason Kephart, CFA 12/28/17
Shrinking Alts Universe Is a Positive for Investors US Videos Jason Kephart, CFA 11/17/17
5 Medalist Funds That Have Been Negatively Correlated With the Market Fund Spy Jason Kephart, CFA 10/31/17
Inside the Morningstar Style Box for Alternatives Fund Spy Jason Kephart, CFA 10/30/17
Look What These Liquid Alts Made Investors Do Fund Spy Jason Kephart, CFA 09/28/17
3 Funds We Like in the Market-Neutral Category US Videos Jason Kephart, CFA 08/12/17
Absolute Return Funds Fail the S.A.M.U.R.A.I. Test Fund Spy Jason Kephart, CFA 05/15/17
One More Reason for CEF Investors to Forget 2016 CEF Specialist Jason Kephart, CFA 01/12/17
Putting Morningstar’s New Style Box to Work Fund Spy Jason Kephart, CFA 11/10/16
A New Framework for Analyzing Alternative Mutual Funds Fund Spy Jason Kephart, CFA 10/20/16
The Morningstar Style Box for Alternative Funds US Videos Jason Kephart, CFA 10/20/16
PIMCO CEF Cuts Distribution, Shares Plummet CEF Specialist Jason Kephart, CFA 10/13/16
Income-Starved Investors Are Flocking to Closed-End Funds US Videos Jason Kephart, CFA 10/13/16
How Investors Can Take Advantage of Momentum US Videos Jason Kephart, CFA 09/11/16
What Pairs Well With Low Volatility Stocks? US Videos Jason Kephart, CFA 09/10/16
The Worst Practice in Liquid Alternatives Fund Spy: Morningstar Medalist Edition Jason Kephart, CFA 08/29/16
Morningstar’s Top Tips For Investing in CEFs CEF Specialist Jason Kephart, CFA 08/11/16
Using Momentum as a Powerful Diversifier US Videos Jason Kephart, CFA 08/11/16
Gotta Catch This Muni CEF CEF Specialist Jason Kephart, CFA 07/14/16
Municipal CEFs: Hold the Door CEF Specialist Jason Kephart, CFA 06/16/16
The Future of CEFs Gets Dimmer With DOL Ruling CEF Specialist Jason Kephart, CFA 05/12/16
Don’t Get Caught by Funds of Hedge Funds Costs US Videos Jason Kephart, CFA 05/12/16
The Hedge Fund Manager's New Clothes Fund Spy: Morningstar Medalist Edition Jason Kephart, CFA 04/04/16
This Value Fund Offers Active Management at a Passive Price US Videos Jason Kephart, CFA 02/16/16
Diversifying Outside of the Box US Videos Jason Kephart, CFA 02/01/16
Winter Has Come for Alternative Funds Fund Spy Jason Kephart, CFA 01/19/16
This Liquid Alt Fund Is on Our Radar US Videos Jason Kephart, CFA 01/14/16
2 of the Best in the Misunderstood Market Neutral Category US Videos Jason Kephart, CFA 12/14/15
Hello From the Other Side of MLP Investing CEF Specialist Jason Kephart, CFA 11/12/15
Add a Dash of Diversifying Spice With This Alternative Fund US Videos Jason Kephart, CFA 10/13/15
PIMCO CEFs Not Immune to Grossapalooza Hangover CEF Specialist Jason Kephart, CFA 10/08/15
A Workaround for High Alternative Fund Fees Fund Spy Jason Kephart, CFA 09/24/15
There's A Fire (Sale) in Bond CEFs CEF Specialist Jason Kephart, CFA 09/10/15
A Unique Process Serves This Market-Neutral Fund Well US Videos Jason Kephart, CFA 08/25/15
Liquid Alternatives Aren't Watered Down Fund Times Jason Kephart, CFA 06/25/15
The Incredible Shrinking CEF Universe CEF Specialist Jason Kephart, CFA 06/18/15
2 Alternative Funds That Made Hay From Volatility US Videos Jason Kephart, CFA 04/17/15
Japan Equity CEFs Win the First Quarter CEF Specialist Jason Kephart, CFA 04/16/15
Buyer Beware With Managed-Futures Funds Fund Spy Jason Kephart, CFA 03/24/15
The Lone Medalist Among Managed-Futures Funds US Videos Jason Kephart, CFA 03/05/15
A One-Stop Shop for Alternative Exposure US Videos Jason Kephart, CFA 02/03/15
The Cheapest Alternative Fund Gives More for Less US Videos Jason Kephart, CFA 09/17/14
A Land Where High Fees Reign Supreme Fund Spy Jason Kephart, CFA 08/26/14