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Michael Hasenstab Bets Big In Controversial Places: David Snowball Comments
Article include the following comment from Mr Snowball regarding Michael Hasenstab's investment style:
“He’s not thinking like the rest of these people, and that’s the prerequisite of success,” says David Snowball, a communications professor at Augustana College in Rock Island, Ill., who publishes a mutual-fund industry newsletter. “If you think like other people, you perform like other people.”
Ms Padilla and her team hosted an excellent EM Bond outlook/overview last week.Replay not available yet.Link below for future replay. New Thursday, November 13, 2014 Luz Padilla "Vetting Emerging Market Leaders" Replay under review. Password will be removed upon approval. http://www.doublelinefunds.com/index.html
Guess I don't agree with David's statement completely. Not thinking like the rest of the people is only a prerequisite for being different, not successful. Plenty of fund managers go against the grain and lose. Can you say Hussman?
Comments
“He’s not thinking like the rest of these people, and that’s the prerequisite of success,” says David Snowball, a communications professor at Augustana College in Rock Island, Ill., who publishes a mutual-fund industry newsletter. “If you think like other people, you perform like other people.”
Regard,
Ted
No Russia,Ukraine or Argentina.100% dollar dominated.DLENX
http://www.doublelinefunds.com/pdf/EM_Fact_Sheet_Monthly_Update.pdf
Ms Padilla and her team hosted an excellent EM Bond outlook/overview last week.Replay not available yet.Link below for future replay.
New Thursday, November 13, 2014
Luz Padilla
"Vetting Emerging Market Leaders"
Replay under review. Password will be removed upon approval.
http://www.doublelinefunds.com/index.html
And another take.20 % Argentine bonds. HCOAX
http://highlandfunds.com/wp-content/uploads/2014/11/Global-Allocation-Fund-Sheet-September-2014.pdf
David