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FWIW Have been investing with VG for 37 years and only have had a few minor issues/misunderstandings about what I needed. In fact, a few months ago they listed a fund family I argued for, and I have now owned one of their products, which I'll profil…
PGAEX has a 5.5% load. But PGAGX, the Z class is NL with an ER of 1.15%. MFOP shows it to have a negative correlation with the SP 500. Available at VG w/a TF. $500 General and IRA. Yes, interesting. It has a low R (36%) with my VELIX, a large cap Lo…
@TheShadow
The fund is available on the following platforms: Schwab, TD Ameritrade, Pershing and Interactive Broker for 5K.
So says a spokesperson from the firm in his email to me.
ET91 FWIW you may wish to look at POIVX. https://imgpfunds.com/funds/oldfield-international-value-fund/
M* https://www.morningstar.com/funds/xnas/poivx/quote
Perhaps others can suggest appropriate passive international value choices.
Dennis,
Thanks for the heads up. I will look into what may be happening with the daily updating. $10.3M is accurate.
Best,
Eric
Eric Huefner
President & COO
Grandeur Peak Global Advisors, LLC
136 S. Main Street, Suite 720, Salt Lake City, …
Very sad and disappointing news for sure – and deep condolences to his family.
https://www.wsj.com/articles/michael-f-price-a-pugnacious-value-investor-has-died-at-age-70-11647621811
I first learned about the Price funds in the mid-80’s, started …
Davep:BIVIX Risk varies between 4 and 5 at MFOP. Max DD -14.1% 202003, Recovery months +3. MFO Great Owl (GO). Capture Ratio Overall vs. S&P is Up 72%, Down 4% = Overall U/D of 17.7% 500. Beaten S&P 500 in all periods since inception in all …
Spoke with Ali Motamed, one of the two PMs on the fund. Their strategy has three different products, and as an all-cap fund, it will hard close at 1.3-1.5 AUM, allowing it to invest in smaller companies when they see opportunities there. This was al…
David: Thanks for the information. I use the fund with VELIX in the alternative long-short category. There R is .62 but only for 15 months, VELIX being relatively new.
The first fund profile I wrote for MFO in Oct. '16 was about the City National Rochdale EM when I interviewed Mr. Chatterjee. He made it clear right at the outset that if I was going to quote him that everything I wrote would have to be checked by h…
@Observant1 Thanks! I own PARWX and am pleased with the PM's Billy Hwan management of the fund since Jerome Dodson stopped running it. Hwan has added more holdings, reduced fund concentration, and lowered volatility. My spouse owns the ESG BIAWX, ab…
Here's one part the Times points out about an employee who worked in a Richmond County, NY center: " While Alberto Castillo, a 42-year-old husband, father and Amazon worker, was in the hospital suffering from Covid-related brain damage, the company …
Part of the performance may be due to its holding in TPL,Texas Pacific Land Corp., up 9.66% today, another all-time high. It's also doubled since February. At EOY it had a 38% position in it, and Mining, Quarrying, and Oil and Gas Extraction had a 4…
Robert Louis Stevenson, along with Lloyd Osborne, wrote a black comedy titled The Wrong Box whose subject and plot is the tontine. Free online read on a number of sites.
Here's one review from Faith Jones, 2018.
https://medium.com/@havingfaith/b…
Charles Schwab to Cut 1,000 Jobs in TD Ameritrade Integration
The move will trim the combined workforce by about 3%, San Francisco-based Schwab said Monday in a statement. The cuts are part of an effort to reduce “overlapping or redundant roles.”
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Numbers Gal: David discussed these departures in this month's Commentary. https://www.mutualfundobserver.com/2020/09/matthews-asia-high-profile-shuffle-limited-downside/
Also, as of today, an Artisan spokesperson confirmed that Hsiao has also joine…
MikeW: FYI
My favorite fund is MIOPX which is managed by Kristen Heugh. This is a strong international fund with broad exposure to Europe as well as emerging markets. Ben suggested their global fund which is also excellent. If you run the numbers y…
@MrRuffles The fund is open at TD: NTF $2500 Regular and IRA. $0 for additional buys. Fund listed as closed because TD gets their fund information from M*, their third party vendor, and M* has not updated the fund I'm told.
