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FRBM: Everything Must Go: The Demise Of Brick-And-Mortar Retailing
I own FSRPX. A concentrated fund holding 38 companies and with just 10 making up 75% of the fund and just two companies (AMZ and HD) making up 44% of the fund. The top 25 of 38 holdings are:
The fund has struggled a bit as of late, but has had a great long term record. Hurricane seasonal will be a boon for HD (B&M) and AMZ is building warehouses,retail (groceries) and additional HQ.
This fund's performance and rank in category has been very impressive.
Comments
The top 25 of 38 holdings are:
The fund has struggled a bit as of late, but has had a great long term record. Hurricane seasonal will be a boon for HD (B&M) and AMZ is building warehouses,retail (groceries) and additional HQ.
This fund's performance and rank in category has been very impressive.