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ASTON/River Road Independent Value Fund Holdings as of 8-31-11

mnzdedwardsmnzdedwards
edited September 2011 in Fund Discussions
I've notice that fund manager Eric Cinnamond did some buying on the dips during the month of August. His cash position fell from 49.5% on July 31st to 40.8% on August 31st. He still has lots of powder left!

The fund's performance during the month of August was very impressive and not just because he held 40% cash:
ARIVX = -1.86%
Russell 2000 Value = -8.83%

Keep up the good work Eric!

Mike_E

http://astonfunds.com/funds/aston-river-road-independent-value-fund/holdings/#fund-menu

Comments

  • Derf
    Question please: If he had bought another 10 % , what would his return for August be?

    thanks, Derf
  • mnzdedwardsmnzdedwards
    Patience Grasshopper!
  • [Deleted User][Deleted User]
    I have had this fund since the beginning Jan 1. It seems to have a beta around 0.5. I actually have it on margin since margin is 2 3/4% and hope springs eternal! This and Permanent Portfolio are my favorites.
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