Fund Manager Focus: David Marcus, Manager, Evermore Global Value Fund,

Ted

FYI: (This is a follow-up to the Barron's recent article on the manager and the fund.)

Value still works, says one mutual fund manager, but investors have to be willing to look for it.

Even though analysts from many firms, including Goldman Sachs, have started lamenting the “death of value” after a decade-long period of underperformance in the strategy in the U.S., there’s still life in the world’s first investment factor if you look abroad. The best opportunities for value investors are not in the U.S. or in emerging markets, but Europe, says David Marcus, CEO and founder of Summit, N.J.-based Evermore Global Advisors.
Regards,
Ted
http://www.fa-mag.com/news/value-still-exists--if-investors-look-in-the-right-places-33376.html?print

M* Snapshot EVGBX:
http://www.morningstar.com/funds/XNAS/EVGBX/quote.html

Lipper Snapshot EVGBX:
http://www.marketwatch.com/investing/fund/evgbx

MFO Profile:
http://www.mutualfundobserver.com/2014/03/evermore-global-value-evgbx-april-2014/

VintageFreak

This is one of the first managers who's going to crash and burn in bear market. Only in the last 6 months I've seen outperformance. It stunk out of that gate and suffered worse in last bear market.

Buyer beware.