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.
Additional information:
https://www.janushenderson.com/en-us/advisor/bio/alec-perkins/
Alec Perkins is a Portfolio Manager at Perkins Investment Management LLC responsible for co-managing the Perkins All Cap Value strategy since 2011 and the Value…
I had a co-worker that bought tax liens. He did it for a while; he even ended up living in one of the tax lien properties that he bought only to sell it later. Eviction is the hard part with state laws varying state to state. Better have an attor…
Still own Calamos Market Neutral (CVSIX) and Invenomic Investor class (BIVRX). Bought BIVRX about a month before the market fell off a cliff. Waiting for BIVRX's NAV to climb again.
I have had CVSIX for many years so I am still ahead with it.
@VintageFreak
Here is copy of Grandeur Peak Chairman's letter I posted in February.
https://www.grandeurpeakglobal.com/documents/grandeurpeakglobal-is-20200131.pdf
@VintageFreak
From the GP website, I looked at their top 10 holdings as of 1/31/2020 for the Micro Cap, Reach and Contrarian funds. I saw two holdings that were in each of the three funds, but held different percentage amounts in each fund.
@VintageFreak,
There is probably some overlap; however, as funds out grow their size limit, they may be carried in another fund. For example GPMCX may have some overlap with Contrarian and Reach, it is not completely the same. Some of those hold…
Just found the SEC Filing so it is not an April Fools joke!
https://www.sec.gov/Archives/edgar/data/915802/000139834420007183/fp0052318_497.htm
497 1 fp0052318_497.htm
FINANCIAL INVESTORS TRUST
SUPPLEMENT DATED MARCH 31, 2020 TO THE SUMMAR…
@Derf
That thought crossed my mind as well! However, I received the same GP email at two different email addresses. I am sure other investors received the same email.
https://www.sec.gov/Archives/edgar/data/806633/000119312520017093/d842170d485bpos.htm
From the 1/31/2020 prospectus:
Open/Closed Status of Funds. The Emerging India Fund, Emerging Markets Select Fund, Emerging Markets Small Cap Fund, Frontier Emer…
Still own IOFIX. Found a recent article similar to Davfor concerning IOFIX sell-off:
https://www.reuters.com/article/us-health-coronavirus-alphacentric/fund-manager-alphacentric-looks-to-raise-cash-as-coronavirus-bites-idUSKBN21A1PG
(similar exce…
OXY has already cut their dividend; BA is expected to cut their dividend. I suspect APA will also cut their dividend. Depends on what segment you are looking. The oil sector and air lines will probably see cuts.
@Mark
GP reopened two funds also.
https://www.mutualfundobserver.com/discuss/discussion/55618/gp-global-micro-cap-international-opportunities-fund-to-reopen
Copy of GP email that I received yesterday:
March 11, 2020
Dear Fellow Shareholders,
In light of the COVID-19 outbreak and resultant market turbulence, we are reaching out to share our current plan of action. While we cannot predict the outcome…
Yes; however both are small funds based on AUM (one larger than the other). The retail class has been around for years, but never really garnered assets. Keep in mind Templeton is in the process of liquidating its Frontier Markets Fund, (which I ex…
Possibly https://www.baincapitalcredit.com/
See this article:
https://www.bostonglobe.com/business/2017/04/03/bain-capital-debt-arm-manage-first-fund-for-small-investors/MegEbPMuVUOP0w7Ycq0PbL/story.html (paywall...see first three paragraphs of ar…
@Crash
I bought WAEMX before the market tanked in 2008 then sold it for a loss. Waited for some months and bought back into the fund when it was a lot less than $2.95 per share. It has a similar price structure to WAIOX and WAMVX. Keep in mind …
@gmarceau
DREGX is expected to close to new investors on 2/28/2020 from my earlier post, https://www.mutualfundobserver.com/discuss/discussion/55090/driehaus-emerging-markets-growth-fund-closing-to-new-investors-on-2-28-2020
https://www.sec.gov/A…
@dtconroe
I agree with Old_Skeet concerning the number of pages. The old CG post was an example of something too long. When it was first started, it was at least 15+ pages long; it was hard to navigate and to locate specific CG posts. There wer…
I own WMICX in taxable account for many years. Only in the last several years has the fund turned around and been on a tear. Expenses are high on most of their funds.
I have several of the funds listed in taxable and non-taxable accounts.
Here is the link:
https://www.sec.gov/Archives/edgar/data/1494928/000139834420000731/fp0049672_497.htm
497 1 fp0049672_497.htm
RiverPark Funds Trust
RiverPark Short Term High Yield Fund
Institutional Class (RPHIX)
Retail Class (RPHYX)
Supplem…
Found this old post by Junkster concerning HOBEX concerning MLPs in retirement accounts:
https://mutualfundobserver.com/discuss/discussion/comment/110225/#Comment_110225
