Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
@Crash: Well, historically you can make a very good case for religion(s) promoting what we would generally call ethical behavior in the general population, at least. I could even be persuaded that without the overall influence of religion, civilizat…
What if some of us believe the value of your money is in what it can promote in the world as opposed making every last possible dollar. I believe you seriously shortchange people that invest based on personal beliefs. I personally invest in the Even…
As a newer fund with relatively small assets under management, I'm not so concerned with the expense ratio at present. What I would look forward to is the expense ratio being dropped as assets under management accumulate. I have no problem with so…
Personally my favorite fund - take the countries in the earliest development stage of their economies with the youngest populations and the fastest GDP growth and invest heavily in consumer staples. Clearly there is lots of market risk here but the …
David
Yes, your website is where I first read of Walthausen Select Value.
It seems like a good time to move into larger caps and I'm glad I can still use the stock picking geniuses behind Walthausen Small Cap Value.
Jim
Reply to @kevindow:
Kevin
Thanks, I am also a physician. I agree the healthcare field has excellent long term potential due to the aging population. My main concern is the biotech space that I equate with the tech stocks of the late 90's. They ha…
Seems to be heavily invested in biotech as you would expect given the manager's training. Biotech has been on a tear lately. Wonder how it would weather a downturn?
I am long WAFMX, GPGOX and MEASX with equal dollar amounts in EEV and FXP (inverse ETF's). As long as these funds beat the Emerging Markets Index and The FTSE China 25 Index, I am able to make money. It is essentially a long/short portfolio (2/3 in …
I own both but prefer the investment philosophy of WAFMX since it is heavily over-weighted consumer defensive and consumer cyclical stocks as a more pure play on the rapid growth in GDP of these fast growing, youthful populations.
I emailed Robeco and this was their response:
Jim -
The funds are different, but both are all cap long/short strategies that utilize the same "Three Circles" approach to investing based on valuation, business fundamentals and business momentum. M…
Reply to @Ted: If you think a 1 year time frame is that important, than avoid this fund like the plague. For long term investors, it's hard to do any better than Eric Cinnamond. His lengthy track record over three funds speaks volumes. Just look at …
Labor Participation Rate is more realistic and less manipulated by shrinking the labor pool. It is not a pretty picture. Shows job creation slower than population growth.
http://data.bls.gov/timeseries/LNS11300000
