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Big recent MO for GAAEX - Guiness Atkinson Alternative Energy...up 80% 1YR
This is a very small fund ($28 million AUM) which has had its bumps and bruises (dropped 80% over the last 9 years), but it has shown some momentum recently. It's ER is about 2% and is very international, primarily small cap. Just considering it as a momentum play that may have "some revision to mean" left to go. Not sure how long small caps will outperform, but I also like BUFOX.
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See fund at bottom of profile list: Fund Dashboard for October 2013.
Good find Charles...hope he's finally right.