We've got a new gunslinger writing for us! Charles agreed to extend his already-striking analysis of Matthews Asia Strategic Income and it's now a striking part of our February cover essay. It's really good work.
Lesser highlights: profiles of the post-Dargan Artisan Global (ARTHX), Matthews Asia Strategic Income (MAINX) in light of our call and recent developments in the market and PIMCO Short Asset Investment (PAIUX), Bill Gross's cash management guy.
Some poking at Morningstar for the vagaries of their Analyst Rating system and the scariness of their small-fund choices, but also a celebration of their "buy the unloved" feature and some fascinating research on whether funds, ETFs or CEFs perform better in any given asset class.
A longish discussion of the Matthews call, with announcements of calls upcoming by or with RiverNorth (they're on their own), Seafarer (I'll be asking for your help soon) and Cook & Bynum.
And, well, other stuff.
For what it's worth,
A small correction: one of tickers for Rocky Peak Small Cap Value is juxtaposed. Change RPSCX to RPCSX.
Great job as always by you and the team. This is a really great web site and resource. Thanks for the many features and materials you've added.
P.S. Recently "discovered' the MFO podcasts -- whose voice is on the MFO overview of RPHYX?
Hope you like her reading. We've only slightly Americanized her dialect: "H" is no longer "haitch" and "0" is no longer "naught," but it's otherwise pure Emma.