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Hi @hank. Yes I read the same piece on DODEX and have been intrigued by the fund. Largely because it’s the Dodge and Cox team and I value their methodology. I invested in it a few months back. But I am becoming more and more concerned about the g…
Hi Rick… thanks for noting Tom’s article. Will try and find it. I’ve been researching funds along these same lines. I’m intrigued most by SIVLX and also VZICX to date. Please let me know what else you find
Not an index fund but I really like COWZ here. One of the few funds that held up well last year and has also had a nice return to date this year. Plus strong long term performance.
Great to see he's adding some support for the fund. This helps assuage my concerns that they might liquidate it because of its small size. Not that much info that I can find on Brent Clayton. Found this:
"Brent Clayton has been investing in fron…
i think its SIVLX that's available at Schwab but there's a 25k minimum. I'm kind of surprised that the fund is still only $63M after its been around this long and has performed as well as it has. But most people don't seem to be aware of it. I do…
I still can’t get over how this fund was almost even for 2022. It has a large exposure to both Hong Kong and China. Fascinating how he dodged the losses.
These were just posted by Seafarer. Portfolio briefings on both the growth and income as well as the value funds. I always appreciate listening to Andrew Foster's briefings AND he has recently added Lydia So from Matthews as part of the team. She…
@Observant1. Thanks for highlighting David’s article. That’s a wonderful resource of ideas . Can’t believe I missed that. Ben, Mona and Press thanks for sharing your ideas. Both Seafarer funds are on my list. I agree that the value one is quit…
@Observant1 and @LewisBraham thanks very much for your inputs here. I wasn’t aware that quantitative modeling was the basis for stock selection for DODEX. Also as you say a much larger portfolio than their other stock funds. For emerging markets I…
I’m also intrigued by Dodge and Cox Emerging stock fund. It’s a young fund but has done well in its short life. It has 25% allocation to China and I trust the D&C process
Bumping this discussion back up. I’m curious if anyone has added to their investments in either China or in EM? If so what funds are you investing in? Back in 2020 I had a large position in MIOPX, one of Kristian Heugh’s funds. But the fund sol…
Damn I wish they had one for Giroux!! I’ve been wanting to get into his fund for years. Had hoped they would reopen it with the splitting of T Rowe into 2 units. Has anyone heard any recent discussion of PRWCX reopening?
Over the last few weeks I added a sizable position of PKSAX in my retirement account. From my screens it is one of the few equity funds that held up very well in both bear markets of March 2020 and the current one. Long term performance is also qu…
Been watching these races all week long and I couldn’t be happier… Sanity, decency, democracy and individual rights all win. The last couple of months There has been this awful sense of foreboding that it was all going to come crashing down. I hav…
Yeah but it’s move just started yesterday really. Still a good price I think. Giroux was recommending NXPI at $161. Earnings are coming up in next week or so so we’ll see. A lot of negativity baked in. Of course this is just my opinion … not a …
Incredibly helpful info @yogibearbull. Thx so much for sharing. Managed futures looks enticing but worried that this year is a blip… Where are others hiding out in this market? I’m at about 50% cash and money markets.
Folks can we please try to turn down the volume here. I come here as do most others to engage in thoughtful investment discussions, not to deal with political vitriol. If you don’t like her political or social views then don’t invest in the fund. …
@BenWP yes NEAIX is a very interesting one. Sold off a fair amount earlier this year but Great Owl and top decile performer over last 3 and 5 years. It's coming back. I'm also intrigued by BRSVX in small cap value. Held up very well this year.
Thanks to everyone for your posts and for your suggestions above. Greatly appreciate it. I spent the weekend analyzing a number of funds and Virtus KAR Small Cap core seems to have the best risk reward stats in the small cap space. It's a Great Ow…
Thanks @yogibearbull. I should clarify. I'm looking at active mutual funds rather ETFs as that is the only option I have in my 401K. very interested in any suggestions there. thanks!
Bringing this discussion back up for everyone. I would really value hearing what everyone's favorite small cap funds are. WAMCX was my primary holding in small cap for several years but it got crushed in the market selloff over the last year. I'…
