This is a request for people to post the names of some lesser known funds that I should be aware of. I learned about The Fairholme Fund (FAIRX) on FundAlarm or Morningstar this way almost a decade ago with very good results. I'm interested in opinions of other hidden gems . I'm not looking for a particular style of fund, just something that you feel is well run and does what it sets out to do well. Mairs and Powers growth (MPGFX) and balanced funds (MAPOX) would be also appropriate for this list. Suggestions anyone?
Comments
For what it's worth,
David
Joe
Here is comparison of FAIRX with other top performing 10 year funds in large value category:
FDSAX and especially RIMHX have managed to stay out of limelight. TWEIX is top-flight. I've always been impressed with AUXFX...certainly qualifies for "hidden gem" consideration. (Profiled in early days by David at Fund Alarm.)
MAPOX and MPGFX are simply great. Congratulations on owning them. Here's how they compare with other top 20 year performers in attendant moderate allocation and large blend categories. Several other great names on this list...
Thanks Charles,
Anyone have a handle as to what the 25% "other" happens to be in the TWEIX portfolio?
Thanks- OJ
Now- if only you can find me a TWEIX that isn't closed to new investors...
Maybe I'm not looking at this correctly, but it seems like TWEIX has better downside protection, at least in looking at the 2008/09 period, and in all honesty TWVLX seems to track the S&P so closely I don't see much advantage there. If I'm missing something here I'd appreciate your insight.
Regards- OJ
Ditto.
David, have you ever been approached about selling the rights to MFO?
Mike_E
FWIW, AJ
If so, nope.
The Sharpe ratio, which accounts for both factors, favors Equity Income by a bit but not by a lot.
Like Equity Income, its R-squared is in the low 90s.
As ever,
David
Keep up the great work. It is very much appreciated.
I have been thinking of marketing a nice line of MFO-branded linens (Owl Towels?), small household appliances and cookware. Maybe an upscale print pub, MFO Living?
David