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John Waggoner: No Easy Choices For Investors Looking To Buck The Herd With Contrarian Funds

TedTed
in Fund Discussions
FYI: Offerings from Fidelity, Columbia, Janus and others look for inflection points of maximum pessimism about a particular stock or industry.
Regards,
Ted
http://www.investmentnews.com/article/20160808/FREE/160809951?template=printart

Comments

  • Chinfist
    Thanks for this article. I have been researching contrarian funds lately. Many of them have not been doing so well. Some of the funds mentioned, FMIVX and in particular HDPCX, have had a great year, but had a poor 2014 and 2015. I think the best one in this group is SMGIX. It seems the most consistent year to year, my guess is because they stay with more established large caps.
  • slick
    The SMGIX fund is one of my two core funds. I think it is somewhat similar in style to the original UMBIX when David Williams managed it. Pope was the heir to that fund now in the Columbia line up of funds which likely will be merged into SMGIX imho. Nice fund. It's a keeper.
  • slick
    edited August 2016
    Oops they merged in july.
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