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David: I came across this fund some years ago, considered owning it, but then chose an alternative. Since then, I haven't followed it. Here's an article from 2018 at the Star Tribune, Mpls.
https://www.startribune.com/minneapolis-mutual-fund-manage…
Trump Will Judge Election Fairness After Vote, White House Says
https://www.bloomberg.com/news/articles/2020-08-19/trump-will-judge-election-fairness-after-vote-white-house-says?sref=368neHRO
A new fund as of February 2020 -- Morgan Stanley Developing Markets Class A (MDOAX)-- run by Kristian Heugh and a team in Hong Kong investing in EM since 2006 focused on buying mega and LC companies in Asia, Latin America, Eastern Europe, the Middle…
VWUSX currently has 251 holdings, the top 10 representing 40% of the portfolio.
MFOP shows that in its 60+ year life, the fund has returned -0.1% APR vs. the S&P 500 and its MFO Risk and MFO Rating both as 1 (Worst).
OTOH its more recent perf…
@msf Informative summary of usenet files. How I remember (now) the churn that these Janus funds underwent and how their firm AUM dropped so precipitously.
@msf
For me it was misc.invest.mutual-funds (with a hyphen:-)) to FundAlarm to MFO. I believe I followed Ed to FundAlarm when nonmoderated Usenet groups became nothing but spam.
And the approximate time frame for that was...?
:)
ICYMI: President says rising virus cases and bad polls aren't real. https://www.bloomberg.com/news/articles/2020-06-28/trump-dismisses-virus-polls-and-recession-to-tell-winning-story?sref=368neHRO
Here's what I can share from owning ZVNBX, one of the two Zevenbergen funds -- the other N class being ZVGNX.
The fund managers are very focused and articulate about their reasons for owning a concentrated portfolio of two large cap growth funds, …
Some additional info about reasons for the name change ...
https://www.artisanpartners.com/content/dam/documents/press-releases/mf/Thematic-Fund-Name-Change-and-Anniversary-27-May-2020-vR.pdf
@Lewis She'd be well suited for Secretary of the Treasury.
She'd also be well suited to be president. Saying a woman candidate is suited to be a "secretary," even if it's Secretary of the Treasury is a dangerous line in 2020.
So we can longer "com…
@davidmoranDude, Cotton is a mini-trump, worse in many ways actually, and ccn, seriously.
Be better, not a johnN clone.
Hey, david, you missed my point and my sarcasm. I know what Cotton is. And BTW, I'm not a dude.
@davidmoran
Good to probe ccn, the organization itself. Interesting.
@LewisBrahamWhat’s absurd to me is this notion that the Coronavirus was concocted in a Chinese lab. Racist too.
Republican senator Tom Cotton believes it, and the the ccn story w…
https://nypost.com/2020/02/08/chinas-culture-of-lies-has-helped-spread-the-coronavirus/
Part of the article reads:
One crematorium manager told a Hong Kong reporter that, in normal times, his 24 ovens were lit five days a week for four hours at a …
@MikeW: "DHEIX has an average annual return of about 4% and a MAXDD of only 0.2%. Looks like a very interesting fund. SD is only 0.7."
Also, DHEIX has only been negative one month. I shares were down 17bps in November 2016 while the benchmark was d…
@LLJB
I contacted the compliance officer at Leland and asked him to address the fund's use of swaps, leverage, the 4Q18 MAXDD, and your example of the Mastercard swap, from the information you cited earlier.
His response: "Unfortunately, I can’t …
@LLJB You're right about the inception of POAGX, and so that's a mistake. Thanks for pointing that out.
As far as the 3yr. comparison of the Leland fund and POAGX, I wanted to use an aggressive growth fund to show the performance record of both fun…
@FD1000 DHEIX is the only one with 80+% in investment-grade rating. I can't buy DHEIX at Schwab but I can buy DHEAX with no fees.
I'm pleased that someone mentioned DHEIX at this point in this discussion and its performance. It has outperformed RPHI…
@BenWP
Ben: The “secret sauce” that you are looking for is a calculation that’s IP (intellectual property), and so Refinitiv is unable to disclose more than what is publicly available (PE Research Methodology and VC Research Methodology) to avoid a…
The Leland Reuters Family consists of three funds: Thomson Reuters Venture Capital Index Fund, Thomson Reuters Private Equity Buyout Index Fund, and Real Asset Opportunities Fund.
We’ll focus on the first of these.
Objective and Strategy
It’s com…
Dolphin: Thanks for finding this poster!. I'm able to message him and give him some detailed info about this fund class but more importantly more about Leland's approach in the alt space, comparisons to other aggressive funds, analysis of the VC/PE …
JunksterI referenced this symbol back in January 2018 and have been following it since. While impressed with its performance, there is a caveat. It is prone to out of the ordinary daily trading gains. For instance most of its outperformance YTD can …
Here's the info from the SEC filing yesterday:
Andrew R. Adams has been named lead portfolio manager of the Growth Fund and Allen D. Steinkopf has been named lead portfolio manager of the Small Cap Fund, effective April 1, 2019.
Mark L. Henneman…
RE: ROC
Quoting from the "Tax Flyer" from the firm shows "a hypothetical 2018 1099-DIV tax statement example* reflecting a hypothetical $10,000 investment in the TI+ Fund A shares no load at inception assuming no distribution reinvestment.
The tot…
Cursory observations:
Closed end, interval, tender date fund with repurchases done quarterly.
Four share classes: TIPRX, 5.75% load; TIPPX; TIPWX; TIPLX 4.25% load -- all with high ERs. TIPPX and TIPLX have lower minimums (Regular 2.5K, IRA 1K)
…
Also, I wrote an MFO Launch Alert about DBRIX this month, which you can reference, as you do further research. (I'm not sure you've seen it.)
FRIRX is a very good fund with a lot to recommend it, an excellent suggestion from davidrmoran, and defini…
