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.
Here is an article from when Blake and Gardiner were at Wasatch and the problems Wasatch encountered when the Micro-Cap Value was offered and the steps taken to resolve those problems when the International Opportunities was offered.
Their past may…
If I had any GP held at a brokerage, I would transfer them to GP's transfer agent and get your name on their agent's records. When I opened two of my accounts with them, I just telephoned them and told them what account to setup and to use my bank …
@LLJB
Your note worked. Here is the updated prospectus with correct symbols and expenses:
http://www.sec.gov/Archives/edgar/data/915802/000139834415004204/fp0014974_497.htm
@ VintageFreak
Here's another: Big 4 OneFund (FOUIX). Thornburg's new fund and its unusual name is why I posted it.
http://www.sec.gov/Archives/edgar/data/1396092/000120928615000370/0001209286-15-000370-index.htm
@LLJB
The institutional and investor shares of the Global Micro Cap Fund have the same fund symbols in one place (GPMOX) and the correct ones in another(GISOX and GISYX).
Maybe this prospectus is a draft copy of the final one?
Also, GPMOX is …
Capital Southwest Corporation, CSWC, is a publicly traded investment company located in Texas that invests in other companies, both private and public. Not too long ago, this was a large holding in the Pinnacle Value Fund. CSWC is preparing to spi…
I think David (while not positive) is referring to Lewis S. Kaufman's prior investing record with Thornburg, coupled with bringing that same investing approach to Artisan, will make it one of those funds worth watching and worth investing near its i…
@msf
You can buy QEAIX at Scottrade for very low minimums ($100.00). I bought the minimum of QEAIX besides having the "grandfathered no-load" A shares through Quaker. Ironically, none of the Quaker CSRs knew about the grandfathering provision whe…
I have Quaker's Event Arbitrage Fund from when it was Pennsylvania Avenue Event Driven Fund. When Quaker acquired the fund, they instituted a load; however, I was grandfathered from paying the load on "A" shares since I was an original Penn Ave Eve…
I was able to purchase VVPLX earlier this week for the required minimum in my non-taxable account with Scottrade for no trade fee with no hassle (already own VVPSX in the same account).
I was not able to buy VVPLX through Wellstrade/Wells Fargo as …
@PRESSmUP
See the earlier link in the MFO board post below, especially the Birmingham Biz Journal news link I attached:
http://www.mutualfundobserver.com/discuss/discussion/comment/61259/#Comment_61259
Here is the Birmingham Biz Journal link from…
@linter
Initially, there is probably some investor, somewhere out there that may own this fund as this may be news to them as it is closing to new investors to limit the amount of AUM. Second, you will note that the monthly commentaries also inclu…
@Maurice
You are correct and thanks for the notice. I just happened to notice from I document I created that I put the wrong fund name down instead of the Long-Short Fund.
Unfortunately, the fund closed April 22, 2015 per the link:
http://www.bizjournals.com/birmingham/news/2015/04/23/vulcan-value-partners-names-new-president-closes.html
Here is a Bloomberg news link from 2012 with Blake Walker mentioning "Stalwarts". This may be the first indication of their use of a "Stalwarts" fund.
http://www.bloomberg.com/news/articles/2012-05-16/scouring-the-world-for-the-best-small-cap-stoc…
@Charles, From the August 1, 2013 MFO Commentary mentioning GP's intent:
http://www.mutualfundobserver.com/2013/08/august-1-2013/
"...Those strategies are:
•Global Reach, their 300-500 stock flagship fund
•Global Opportunities, a more concentrate…
The news release of the filing for merger:
http://www.sec.gov/Archives/edgar/data/1545158/000119312515104004/d895300dex991.htm
Of interest:
"...Structure, Terms and Synergies
Existing Heinz shareholders will have a 51% ownership stake in the co…
Additional information:
http://www.sec.gov/Archives/edgar/data/747546/000114420415010742/v402218_497.htm
Parnassus Funds
February 18, 2015
Supplement to the Prospectus dated May 1, 2014 (as Amended and Restated September 19, 2014)
Parnassus…
Thomson Horstmann & Bryant, Inc. Microcap Fund (THBVX/THBIX), Bridgeway UltraSmall Company Market Fund (BRISX), Pinnacle Value Fund (PVFIX), Satuit US Emerging Companies Fund (SATMX).
Also, here is a 2013 link regarding the same question:
http…
http://www.sec.gov/Archives/edgar/data/1577406/000089418915000367/loeb_497e.htm
LOEB KING ALTERNATIVE STRATEGIES FUND
LOEB KING ASIA FUND
each a series of Loeb King Trust
(together, the “Funds”)
January 27, 2015
Supplement to the
Summary Pr…
http://www.sec.gov/Archives/edgar/data/1527446/000116204415000043/hagin497201501.htm
497 1 hagin497201501.htm
HAGIN KEYSTONE MARKET NEUTRAL FUND
A series of Cottonwood Mutual Funds
Supplement dated January 14, 2015
to the Prospectus and…
SEC filing concerning closing:
http://www.sec.gov/Archives/edgar/data/29440/000119312515002005/d828215d497.htm
497 1 d828215d497.htm FORM 497
LOGO
SUPPLEMENT DATED JANUARY 6, 2015
TO
STATUTORY PROSPECTUS DATED MAY 1, 2014
Effective as o…
BIRMX lost 21.54% for the 2014 (as of 12/30/14) based on the transfer agents' records on their web site:
http://www.mutualss.com/currentprices.aspx
Also, the fund has been closed for years to new investors. So if the fund is closed to new investo…
I have my SEQUX Roth account held by DST Systems (transfer agent for SEQUX). You have the choice of paying a once a year $12 administrative fee or have the fee deducted from your SEQUX account. I would move the account to the transfer agent rather…
@msf
Is it possible the tax forms have to be revised by the IRS and as such were not included yet with TurboTax, but will be downloaded into the TT program when the forms are updated? I have not looked at the IRS web site regarding the 2014 forms…
A couple of years ago, I used to use H&R Block's program for several years. The last time I inputted all my tax information into the Federal program, I tried integrate the tax information into the State program, the tax program crashed losing co…
Interesting find. Yes, JMCVX (or JNMCX for "D" shares) still remains closed. Interesting to see Janus reopen JSCVX (or JNPSX for "D" shares) as I thought it was too large to manage. Fortunately, my JNMCX and JNPSX are in non-taxable accounts.
In…
With many thanks to Charles for his help, the Capital Gains link (below) has been updated as of 12/10 to include Heartland Funds, Pinnacle Value Fund, Robeco Funds, and Westchester Capital Funds (i.e. Merger Fund), Janus (final estimates), Vanguard …
@heezsafe
We are working on something. One thing to consider in that locking it no one else will be able to add to it (i.e. Pinnacle Value Fund, Satuit Funds, Westchester Capital (Merger Fund) have not posted anything yet). While there are a numb…
@Ted
I am willing, but not sure how to do that. Please provide the instructions on how to do it and I will attempt it. Everyone's efforts contributed to the final product.
Thanks.
