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Chuck Jaffe's Money Life Show: Guest: David Snowball, Founder, Mutual Fund Observer
talked a bit about the piece on a family's first fund and the notion of slow, steady, manageable gains. Highlighted the James Balanced: Golden Rainbow profile that Charles did and TIAA-CREF Lifestyle Conservative piece of mine.
in the "hold it or fold it" segment (viewer requests about individual funds):
Akre: great fund, distinct biases, a manager who's younger than Buffett but ...
Driehaus Emerging Growth: great fund but I'd look at their Emerging Small Cap Growth first. Two reasons - more interesting asset class and the presence of an options hedge that has reduced its volatility below the large cap fund's.
Vanguard Selected Value: it delivers what Litman Gregory promises, a collection of distinctive outside managers whose styles are complementary. Really nice risk-return profile, low expenses.
Manor Growth: meh. Seems risk-conscious, okay returns, nothing to write home about, nothing to flee.
Mentioned after the break: Diamond Hill Small Cap. They're in the red zone for closure. Over $1.6 billion with a strategy capacity in the $1.5-2.0 billion range. I have no inside information or special insight here but ...
Comments
talked a bit about the piece on a family's first fund and the notion of slow, steady, manageable gains. Highlighted the James Balanced: Golden Rainbow profile that Charles did and TIAA-CREF Lifestyle Conservative piece of mine.
in the "hold it or fold it" segment (viewer requests about individual funds):
Akre: great fund, distinct biases, a manager who's younger than Buffett but ...
Driehaus Emerging Growth: great fund but I'd look at their Emerging Small Cap Growth first. Two reasons - more interesting asset class and the presence of an options hedge that has reduced its volatility below the large cap fund's.
Vanguard Selected Value: it delivers what Litman Gregory promises, a collection of distinctive outside managers whose styles are complementary. Really nice risk-return profile, low expenses.
Manor Growth: meh. Seems risk-conscious, okay returns, nothing to write home about, nothing to flee.
Mentioned after the break: Diamond Hill Small Cap. They're in the red zone for closure. Over $1.6 billion with a strategy capacity in the $1.5-2.0 billion range. I have no inside information or special insight here but ...
David