Our hearts go out to people around the world whose lives are being wracked by forces beyond their control, whether that’s the madness of dictators or the ravages spawned by the world’s increasingly unstable climate. Those folks represent needs far beyond the annoyance caused by our collective loss of $9 trillion in the stock market’s ongoing revaluation.
Those of us only indirectly affected by such tragedies have three imperatives:
- Help those in need now. No, you can’t fix everything but you can do some good. Charity Navigator offers credible guidance whether you’re concerned about the brave souls in Ukraine or the stunned survivors of Hurricane Ian.
- Turn our energy, resolve, and creativity to preventing their reoccurrence.
- Celebrate the daily beauty and joy of life. Really. Notice the good, not just the bad. That will leave you both more resilient and more able to manage adversity when it presents itself.
The Mutual Fund Observer writes for the benefit of intellectually curious, serious investors— managers, advisers, and individuals—who need to go beyond marketing fluff, beyond computer- generated recommendations and beyond Morningstar’s coverage universe.
We are non-profit, non-commercial, independent and accessible. Our special focus is on innovative, independent new and smaller funds. MFO’s mission is to provide readers with calm, intelligent arguments and to provide independent fund companies with an opportunity to receive thoughtful attention even though they might not yet have drawn billions in assets. Its coverage universe has been described as “the thousands of funds off Morningstar’s radar,” a description one fund manager echoes as “a Morningstar for the rest of us.”
What the Observer Provides
A monthly commentary, featuring a variety of voices that speak from many different perspectives but who all share the same values: intelligence, respect, civility.
Profiles of funds you ought to know more about. We ask three questions to start:
- Is there any reason this fund should even exist, other than because the manager needs a job?
- Is there any reason to believe that the manager can execute the strategy?
- Is there any reason to believe that the manager will end up sabotaging it?
If we find satisfactory answers to all three, we start digging through the public record, proceed to speak with the managers and end up defending a judgment.
Rich analytics focusing on risk, as well as rosters of distinguished and disastrous funds.
A lively discussion board, whose active members are diverse, lively, passionate …and occasionally hilarious.
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