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Sequoia Fund SEQUX
http://www.sequoiafund.com/si-dividends-capital-gain.htm
"On November 16, 2015, Sequoia Fund, Inc. made a long term capital gains distribution to shareholders of record on November 13, 2015. The distribution amount was $7.98 per…
The Sequoia Fund released a three-page letter to shareholders Wednesday, Oct. 28, on their Valeant investment. Link: http://www.sequoiafund.com
Toward the end of their letter, Sequoia fund managers, Robert Goldfarb and David Poppe, state:
"We have…
VWALX behaves more like the long-term muni fund, VWLUX. VWALX's price moves up and down slightly more than VWLUX and its payout is slightly more than the long-term fund. But VWALX holds a small amount of "private activity" bonds, which are subject …
Mr. Gundlach mentioned he will be hosting a webcast today at 4:15 pm eastern, entitled "Total Return and Core Fixed Income". If you're interested in hearing more from him, there's still time to register: Link https://event.webcasts.com/starthere.jsp…
Reply to @VintageFreak. I expect Herro has quite a bit invested in several Oakmark funds. He no doubt found he liked in Jackson & Park and wanted to help them get their project off the ground. Oakseed's June report shows that the fund started w…
David Herro's investment is noteworthy. But remember, Herro manages the "international" funds at Oakmark, whereas, Oakseed fund consists of mostly US equities (and the foreign stocks are ADRs). Still, Oakseed is worth watching.
Laura Geritz' WAFMX is indeed interesting; it's more than (less than?) an "emerging market" fund -- no BRIC companies, rather small country "Frontier" market investments: Africa 47%, Middle East 9% (Egypt less than 2%)... Link:
https://secure.wasatc…
Before adding to a toe-hold position in GPROX, I've been waiting to see the portfolio. Today I saw that GPROX has posted some general portfolio data, and specific holdings will be available Sept.30. Link:
http://www.grandeurpeakglobal.com/portfol…
Thanks for the heads up. The FPA site posted a pdf discussing the Crescent Fund's 20th anniversary, in which Romick explains that Landecker and Selmo have been de facto co-managers of the Crescent Fund for a couple years and they deserved recogniti…
