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.
gah, what is this about? Glancy was there for 2.5 years! 2000-03.
Why post this crap? This is like the second or third time on MFO that this factoid has been posted. Did Glancy do something to you two guys??
I am of course talking about Thomas So…
Festina Lente:
It's latin. It means "make haste slowly."
Festina lente or σπεῦδε βραδέως (speûde bradéōs) is a classical adage and oxymoron meaning "make haste slowly" (usually rendered in English as "more haste, less speed"). It has been adopted…
Artisan's EM fund has always made me a bit uncomfortable (a team that I didn't know and that didn't seem to have experience in running a mutual fund, the oddity of a purely institutional focus, high downside capture, and a portfolio that doesn't see…
How many Owlies (newly coined term trying to describe all of us without expectation of royalties) own it?
I thought we were called MFOers
Come On! You gotta admit Owlies is easier on the tongue. Sounds like 2 syllables. MFOers like a contrived 4…
Just my 2 cents folks. There is NO sure thing. Hopefully folks do not have their entire cash position in RPHYX, RSIVX rather only that part of the portfolio which would otherwise be in cash, and then again only some of it.
We all can understand cer…
It's cool and all. However I only want Morty to talk to the next guy he calls for 5 minutes instead of 15 and make more money using the 10 minutes he saved.
Or he could just be lonely...like it is at the top.
Did I say I also owned RSIVX and RPH…
I never bought into TAVFX - forgive me for saying this - because their fund literature FOREVER carried picture of OLD Whitman. Talk about bad marketing.
Manager succession is more important than most people think. Especially for boutique funds wher…
Hmm...WTF fore? It closed for a reason, and that reason could not have changed in a bull market. I smell an American rat stinking up this century, someone thinks this a cash cow. I have this fund in a 401k and own some of it instead of all S&P 5…
I have two words for you. ATACX and BROTX. I have mentioned ATACX before. BROTX created around / after Pension Partners team got award from MTA. However, we know how some Nobel Laureates have caused havoc for their investors and markets in general.
One of the tragedy's of my life. BRUFX not available for sale in TX.
Seem like a silly exclusion that you should be able to figure out a "work around"...maybe a relatives address in another state?
Are you a psychologist? You are making me divulge…
Hard to beat Bruce (BRUFX).
We should not hijack threads. Especially we shouldn't rub salt into the wounds of old bald farts in Texas who were not able to buy this fund and been rueing their fate for last 15 years
Let's not use current Morningstar catategorization to say fund is balanced. Of course if fund management says it is balanced and/or the word is in the name then it is balanced. Some target date funds are also balanced and then funds like exdax which…
I think I should focus on finding replacement for CVLOX first. SGENX is bloated and is not really an "allocation" fund. Its designation by M* is due to its hefty cash position. Its sibling FEBAX seems to fit the bill better with its bond holdings.
…
There is one tragedy here. Chuck will not mention the funds themselves in the examples he cites. Why? Because the same fund companies sponsor his articles and he needs them to come to him for interviews.
Even if you want to do the right thing, you …
Yeah, I want to pull the plug on CVLOX, but not getting anywhere.
And no Dodge & Cox. Trying to only keep assets at brokerages. DODWX I sold last year.
First Eagle is looking promising right about now.
I need to research TCW. Not sure whether Gu…
One thing I really like is when a fund kicks my market value tripwire, indicating a haircut is due...this happened with FAIRX and FPACX. I am simply reallocating the proceeds to an income sleeve and buying 2 new equity positions in KO and CLX
The wa…
Question for ZEOIX managers - Your fund is 3 years old. You claim to be inspired by Ben Graham. He would have the courage of his convictions, so why don't you? Why do both managers have $1 invested in the fund? ($1- $10000 in most recent SAI has to …
>> step 1 Do nothing until the $+P 500 drops 30% from its most recent high
How many buying opps does this represent? I am having trouble reading the history.
Seriously, stop trying :D. Why do we do this to ourselves?
I'm sorry but I don't understand the beef. They put money in they took money out. What has class got anything to do with it?
This one might fall under the category of "If you have to ask you'll never know."
Nevertheless I will try to explain as be…
Sounds to me same article could be written as "buy smaller cap funds instead of larger cap funds" and we just hit the right 15 year period to write and article.
@VintageFreak
Your lasik surgery resulted in 20/15 hindsight? Remarkable--- must be hella implants!
But now, additional meanings will have to be given to 2 phrases:
1. "Objects in the rear view mirror may be closer than they appear."
2. "Hey, buddy…
I have been waiting for what seems forever to buy SEEDX and GOODX. Still waiting.
I'm also interested in GOODX....have them on a watch list to study the fund.
What are you waiting for, a market correction?
These former Fairholme guys look interesti…
What I have feared for long has happened. The degeneration of society is now complete. Can someone give me $1M to start company FU? I am sure lots of us would like to say that to lots of people.
Even better...YO FU. The sky is the limit. This tells…
Poppycock. If His Asness didn't want Gross to feel bad, he shouldn't have done what he did. It was totally intentional. My problem is not that he did it. My problem His Asness does not have the Cajones to own up to it.
Hindsight is always 20/20 folks. I had lasik done so it is 20/15. Good luck to all of us and hope S&P does not drop 30% and then we don't have to sell, ever. THAT will make more money :P
wpfrx has succession issues. I hold in my IRA and will sell when manager leaves unless I find an alternative. I do not see how WPVLX is an alternative to WPFRX and I have learnt that Weitz does nothing spectacular for managing risk. So its 30% cash …
Let me just say what I say at work to people, when things don't work out as intended and no one wants to take personal responsibility.
It is not the process, it is the PEOPLE. Everyone simply needs to read Mr. Snowballs original post and take heed…
My tips fund VTIPX is doing what call it could be doing. My other "inflation protection" fund PDRMX unfortunately is not, but doing better that it was but has some catching up.
