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The Argument Against Managed Funds

edited September 2011 in Fund Discussions
I look at the article not as an argument against managed funds as much as an article against Bill Miller managed funds. LMOPX now down nearly 40% YTD.

http://market-ticker.org/akcs-www?post=195160
http://www.zerohedge.com/news/presenting-eastman-kodaks-main-value-investors

Comments

  • Totally agree. This is article against Bill Miller and not managed funds.

    You want to assume Market Risk - invest in an index fund.
    You want to assume Manager Risk - go with managed fund.

    I never sell my "managed funds". I only sell my "market funds". Sometimes I make mistakes like NARFX.

    Wait a second. NARFX is going up now:-D
  • Yep, NARFX decides to merge/turn into another fund and right before that it starts to turn up.
  • edited October 2011
    Reply to @VintageFreak: With managed funds you are also assuming market risk to a large degree. R^2 of most managed funds are very high.

    Bill Miller was a star and well know manager. It makes a good example for illustration purposes. nKen Heebner was a star manager as well. How about Bruce Berkovitz. Before they have fallen they all enjoyed better than market returns. Manager risk is real. It can happen to any managed fund. You never know when it will hit you. Only after the fact.
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