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Mairs & Power transition planning

edited July 2013 in Fund Discussions
William Frels handed over lead manager responsibilities on July 1st, 18 months ahead of his retirement.
http://www.mairsandpower.com/images/Press Release FINAL.pdf

Comments

  • Effected funds:

    Mairs & Power Growth Fund (MPGFX)
    Mairs & Power Balanced Fund (MAPOX)
  • I REALLY like the looks of Parnassus, which was recommended to me with the new stash of bread I was expecting and just received, in mind. But I truly don't want (or NEED?) 10 (TEN!) different funds to hold a figure that is reaching again for a "mere" $115,000.00....................
    (PRBLX) ......And so, I was thinking to throw that new load into MAPOX, which I already own---since the reasonable thing is to stay domestic this time. I'm wondering if the Manager change is a thing to worry about?
  • edited July 2013
    New leads have been co-managers of their respective funds since 2006. I wouldn't call the change worry-free, but it lends some confidence.
  • Reply to @MaxBialystock: Exactly the same concerns were expressed when Mr. Frels took over Mairs and Power Growth from Mr. Mairs in 2004. Oh sure, he'd been the co-manager for five years but he wasn't The Big Guy. Seems to have worked out okay and Mairs and Power Small Cap appears to be following along.

    David
  • That's reassuring, David. Thank you.
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