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This was also a good thread below talking about some Global fund options including the Artisan funds. Yes I am a big fan of ARTGX and started investing in them when assets were quite small. I also like the FMI shop as well --- FMIJX is quite close…
Another one is TLTE - (Northern Trust) Flexshares M* Emerging Markets Factor Tilt ETF
Very diversified with about 1,900 stocks. It takes the EM Index and gives a 2-factor weighting emphasis to Small and Value. You can see from the M* allocation t…
Additional info on the SIZE etf by iShares I mentioned above --- the lower risk model they use is based on weightings of each stock and on the inverse of its historical variance based on 3 years of weekly data. So essentially this is a market inde…
Some additional Fundamental or Factor-weighted ETF choices:
SIZE - iShares MSCI US Size Factor ETF - New iShares ETF that takes the MSCI US Index and weights stock with an emphasis towards lower than market-cap weighting plus lower volatility. Hol…
Reply to @TonyGstring: You have a pretty strong international combo! ARTKX has shown it's international quality-value investing style with excellent 3, 5 and 10 year performances. Although it's closed to new investors - be glad you're in ARTGX as…
Good discussion above in this thread including the one by Investor on the various Artisan Funds. Both ARTHX and ARTRX are growth-oriented funds with ARTRX more growthier.
ARTHX I would say is a deeper global fund - meaning it'll probably reach m…
I also really like ARTGX as well - and have mentioned in the past that I was invested in it. When I started investing in it - it only had around $70M in assets. In fact, it was featured as one of David Snowball's "Stars in the Shadows" fund. It w…
Since the article touched upon numerous Emerging Market ETF recommendations - I thought I'd throw out there an interesting new ETF --- FlexShares Morningstar Emerging Markets Factor Tilt Index Fund (TLTE)
Currently the ETF holds 1,699 stocks and so…
Citigroup Board Said to Oust Pandit After Setbacks
http://www.bloomberg.com/news/2012-10-16/pandit-steps-down-as-citigroup-s-chief-as-corbat-takes-over-1-.html
Today - Oct 15
http://www.marketwatch.com/story/citigroups-results-buoy-financial-sector-2012-10-15
Citigroup’s results buoy financial sector
NEW YORK (MarketWatch) — Citigroup Inc. shares extended earlier gains Monday, up nearly 5% as the compan…
Yes the International funds you guys are referring to from Wasatch and Grandeur Peaks are not strictly Microcap funds --- but it invests mostly in Microcaps + Smallcaps.
So many investors don't mind having a fund that has that flexibility to target…
Reply to @yugo:
Yes but as I outlined below - he still has to show that he can excel in the Largecap space. If Eric Cinnamond offered a concentrated Largecap fund tomorrow would you jump all over it? I certainly wouldn't.
Plus there are alrea…
Yes - it's a combination of things. They have been smallcap specialists but stepping up into mid-largecaps and so that along with the slew of many funds they started, it's hardly a surprise.
Royce has numerous funds with very low assets as many …
Here's the transcript of that Sept conference call...
http://ivafunds.com/sites/default/files/downloads/IVA Funds Conf Call Transcript September 13 2012 - FINAL.pdf
Here was a good question by a listener:
Hi, Charles. Hi, Chuck. First, I apprec…
Well of course it depends on when you got in as many stocks had high peaks and low lows. If you got into any stock with substantial amount of money at a major peak then you're toast for quite some time.
So in the post 2008-2009 era - Yes AIG sto…
Reply to @BobC:
Yes but Kinkelaar was at Thornburg for 9 years and helped build or initiate the TIBIX fund. He was equal co-manager of the fund with Brian McMahon. I'm pretty sure from what I had read that Kinkelaar wasn't just tacked on as a co…
PQIDX (Pimco Dividend & Income Builder) has done pretty decent so far and it's only been out since around late last year to beginning of this year.
The results are pretty short term but YTD it's ahead of TIBIX and Tweedy Browne Worldwide Hi…
I'm going off on a bit of a tangent on Financial Advisor scams versus poor Sales practice --- but Financial Advisory issues of all sorts happens with large firms and small firms too. Recent article in Chicago Tribune about a small independent finan…
Got email back from Andrew Foster:
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Greetings from São Paulo. Thanks for your email.
Regarding the firm's assets under management: at present, Seafarer manages only one public fund. The firm is not registered with the S…
Note that the fund also invests in CEFs (Closed-End Funds) - it had about 10% in CEFs back at the end of April.
Whitebox Tactical Opp Mutual Fund - Q2 Commentary:
http://www.whiteboxmutualfunds.com/content/assets/docs/newsletters/Whitebox-Tactic…
That's why I'm not jumping over to it and getting rid of the Matthews Asia fund but holding all 3 of MACSX, MAPIX and Seafarer Fund.
Let me send an email/message to Andrew Foster and see if he responds. I'll ask about that issue of lack of assets …
Note only that but numerous Analysts have left too.
From M*
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Doug Rao, manager of Marsico Flexible Capital (MFCFX) and comanager of flagship funds Marsico Growth (MGRIX) and Marsico Focus (MFOCX), is leaving Marsico Capital Management on…
Also - MDIV adds the following criteria:
"The Fund’s underlying index includes volatility screens designed to limit securities that have high yields strictly due to poor price performance..."
Another multi-asset ETF similar to MDIV is GYLD (Arrow …
At the same time, I'm invested in the global ARTGX fund with 2 strong co-managers and I really don't know much about how deep their analyst bench are?
The Seafarer fund has Andrew, the co-manager William and analyst/researcher Kate. So not as de…
Tough call to make. I own MAPIX, MACSX and the Seafarer Fund. Yes I know there's considerable overlap but I still felt that there's enough differences between MAPIX and MACSX to hold both --- the country makeup are still different enough to hold b…
Yes, David Herro wrote this piece about 2 months ago....
Europe and Global Equity: It’s Better Than You Think
http://oakmark.com/opennews.asp?news_id=594&news_from=h
So maybe the Oakmark international team has convinced the OAKBX fund manager,…
