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Fund Focus: Primecap Odyssey Aggressive Growth Fund: (POAGX)
One of my favorite funds. While certainly not sitting on a concentrated portfolio (over 110 holdings), they certainly have conviction in the healthcare and tech spaces, with almost 70% of the fund in these areas...and much of that in fledgling firms.
I hope they consider assets here. The fund as it is currently constructed isn't one which could easily duplicate its performance with any type of bloat.
Comments
I hope they consider assets here. The fund as it is currently constructed isn't one which could easily duplicate its performance with any type of bloat.