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The Cook and Bynum Fund

The fund: The Cook and Bynum Fund(COBYX) Manager: Richard P. Cook and J. Dowe Bynum, managers and founding partners. The call: Recently published research laments the fact that actively-managed funds have become steadily less active and more index-like over time. The changing imperatives of the fund industry have led many managers to become mediocre by […]

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Seafarer Overseas Growth & Income (SFGIX)

The fund: Seafarer Overseas Growth and Income Fund(SFGIX and SIGIX) Manager: Andrew Foster, Founder, Chief Investment Officer, and Portfolio Manager The call: On February 19th, about 50 people phoned-in to listen to our conversation with Andrew Foster, manager of Seafarer Overseas Growth * Income Fund (SFGIX and SIGIX).   The fund has an exceptional first year: […]

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Matthews Asia Strategic Income (MAINX)

The fund: Matthews Asia Strategic Income (MAINX) Manager: Teresa Kong, Manager The call: We spent an hour on Tuesday, January 22, talking with Teresa Kong of Matthews Asia Strategic Income. The fund is about 14 months old, has about $40 million in assets, returned 13.6% in 2012 and 11.95% since launch (through Dec. 31, 2012). […]

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ASTON / River Road Long Short (ARLSX)

The fund: ASTON / River Road Long Short (ARLSX) Manager: Matt Moran and Dan Johnson The call: Highlights of the call: In December 2012, we spoke with Matt and Dan about the River Road Long Short Strategy, which is also used in this fund. With regard to the strategy, they noted: they believe they can […]

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RiverPark Long/Short Opportunity Fund (RLSFX)

The fund: RiverPark Long/Short Opportunity Fund (RLSFX) Manager: Mitch Rubin, a Managing Partner at RiverPark and their CIO. The call: For about an hour on November 29th, Mitch Rubin, manager of RiverPark Long/Short Opportunity(RLSFX) fielded questions from Observer readers about his fund’s strategy and its risk-return profile.  Nearly 60 people signed up for the call. The […]

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RiverPark Short Term High Yield (RPHYX)

The fund: RiverPark Short Term High Yield (RPHYX) Manager: David Sherman of Cohanzick Management, LLC The call: For about an hour on September 13th, David Sherman of Cohanzick Management, LLC, manager of RiverPark Short Term High Yield (RPHYX) fielded questions from Observer readers about his fund’s strategy and its risk-return profile. Somewhere between 40-50 people […]

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New and Noteworthy Site

LearnBonds Mutual Fund & ETF Ratings History and Focus LearnBonds (LB) Mutual Fund & ETF Ratings was launched in December 2011 by its co-founders Marc Prosser and David Waring. Marc Prosser is currently a Forbes contributor; previously he was the Chief Marketing Officer at Forex Capital Markets (FXCM). David Waring was formerly the Managing Director, business […]

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May 1, 2012, A brief note

Dear Gentle Reader, There will be a slight delay in publishing the May 2012 issue of the Observer.  In the past 24 hours I’ve been laid low by a particularly unattractive virus.  While our monthly essay is pretty much done, I haven’t been able to complete the final pre-publication quality review.  With luck (and a […]

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Bretton Fund (BRTNX) – February 2012

Objective and Strategy The Bretton Fund seeks to achieve long-term capital appreciation by investing in a small number of undervalued securities. The fund invests in common stocks of companies of all sizes. It normally holds a core position of between 15 to 20 securities whose underlying firms combine a defensible competitive advantage, relevant products, competent […]

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Marathon Value (MVPFX) – August 2011

Objective To provide shareholders with long-term capital appreciation in a well-diversified portfolio.  They invest primarily in U.S. mid- to large caps, though the portfolio does offer some international exposure (about 10% in mid-2011) and some small company exposure (about 2%).   On average, 80% of the portfolio is in the stock market while the rest is […]

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