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.
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JoJo26
Making tactical asset allocation tilts is not market timing.
If you're like me, contrarian, I'm starting to dip into some Energy in my PA. For retirement accounts, I like to keep diversified from a global perspective, but tweak allocations at times. Definitely reducing U.S. equity... Valuations stretched and …
Wintergreen Fund's recent performance has been particularly poor. Was it the European equities (Swatch?) that caused the problem? Like you said, "recent" performance... Why is everyone so caught up on short-term performance of funds? I'm not a fa…
Thanks for the input. I definitely find the fund intriguing and would like to do some more research... A profile by David would be great!
I agree that the AUM is a potential concern given that the strategy does have significant micro cap exposure (…
I understand the ER argument, but so far Adirondack has proven to justify charging an above average ER. Any opinions on the firm's differentiated approach? Uses both top-down and bottom-up work... Look for attractively valued sectors and attractivel…
