Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
Wow Charles this is perfect. Thanks so much for providing the extensive breakdown. This is really helpful. I'm going to start researching these and will follow up with any questions. Are the funds highlighted based on those who received a 5 in a…
Hi Charles,
Would it be possible to develop a MFO ratings chart of the top 15 performing emerging markets mutual funds over the past 1, 3, 5 and 10 years. I am intrigued by the data that David has shown in his September commentary about emerging ma…
Thanks very much for the advice Scott. I'm going to read up on the EM funds that David covered in his monthly commentary -- especially Seafarer. I'll put some funds to work in EM.
Hello Kenster,
Do you have a recommendation on a fund to consider for investing in Latin America? Or would you just go with broader emerging markets fund? thanks!
Hi Maurice,
I encourage you to take a look at the FPA International fund and to read his quarterly reports. Very bright manager, has almost all of his wealth invested in the fund, and sticks to his beliefs. He currently believes the market is over…
Thanks very much for the feedback Sven. I have been following David Herro for a number of years and have always been impressed with his thought process. His funds have a wonderful track record. I am considering dividing my new fund investments be…
Kenster,
What do you think of Herro's strategy here on European banks and Europe in general? It seems like I'm hearing more and more stories about how Europe is the next place to invest. I'm a bit worried that I am a bit late on this. Thoughts?
Thanks so much for providing the analysis on all these funds. This makes our job of assessing the funds so much easier and identifying candidates for further research. I really appreciate the time and effort you guys have put into making this avai…
This is a wonderful discussion everyone. Thanks so much for contributing your thoughts, inputs, and advice. This is exactly why I feel lucky to participate in Mutual Fund Observer. I couldn't get this good advice from my financial consultant. Ke…
Investor,
Thanks very much for the detailed analysis of the different Artisan funds. I'm going to take a look at Mark Yockey's funds also and compare them to Global Value. It appears from your description that he's changed his investment style so…
Thanks very much for the time you put into this Charles. You are tireless and a wonderful resource to us all! We're lucky to have you as part of the community.
Michael
Charles -- thanks so much for providing this detailed breakdown. extremely helpful. I appreciate it. This will help a great deal with making a decision. I had a couple of questions that I sent you a message about.
Kevin-- thanks very much for yo…
Thanks very much for sharing. Yes I also hold FPACX. My other mutual fund holdings in taxable accounts are HAINX, WGRNX, LLPFX and MSMLX. For tax deferred I'm 90% in the S&P 500 and 10%cash.
thanks very much for the feedback. this is very helpful. Might I ask what % of your portfolio ARTKX/ARTGX represent. I'm looking at a 10% commitment. thanks.
Thanks so much for the quick response! Greatly appreciated. I've probably missed this but have you done a similar analysis on the international and global funds side? If not, I can wait.
Thanks very much for providing this breakdown Charles. Could you please tell me where FPA Crescent falls in the rankings? I thought that it was one of the top performing moderate allocation funds and I believe it has a 20 year track record.
Hi David,
I'd also be interested in hearing any thoughts you have on GOODX and if you are considering doing an interview of them. They seem to fit the profile of the type of fund you like to cover.
thank you,
Michael
Excellent question. I was intrigued by David's write-up on the fund, but there is so little information available to evaluate it on their website. No quarterly updates and no fact sheet. If anyone has any additional information, I'd be very intere…
David,
Thanks so much for an excellent job in running the call and asking a great set of questions. these interactions with fund managers are quite valuable. I feel like it gives us a seat at the table in terms of really understanding the nuts and…
