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Strategies & Market Trends : Value Investing

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To: hoyasaxa who wrote (21066)4/6/2005 4:48:21 PM
From: Paul Senior  Read Replies (1) of 71246
hoyasaxa, more comments, Third Value, Excelsior

Third Value seems like an easy choice, but I'd pass on it. Marty Whitman's 80 years old. He was on Bloomberg for an hour this week - still sharp but slipping a bit; he has aged since I last saw him on TV. (Cripes, I'm slipping too. Ugh)
C. Jensen, his main(?) successor may be good, but may not be as good as The Master.

Check WSJ, 4/4 Quarterly Mutual Fund Review, pg. r4 article on John Keeley of Keeley Small-Cap Value. Family and friends of Keeley invest in this value and restructuring fund. Ten year annualized return of 17.4%, according to the article. No investment greater than 1.2% of assets. Has a high load fee though, which they might be considering reducing. (Possibly I've got my preferences in this suggestion more so than what you might be wanting - namely, I like the value aspect, the off-beat stuff (restructuring), the diversity, the family business (eats own cooking), and investment experience (Keeley's 64 years old)).

Also look at Torray fund. He makes concentrated buys with the view of holding his stocks ten years or more. (aside: He's been a buyer of BUD. Wonder what his opinion of it is now.)

All jmo, I'm no expert, and I am wrong a lot.

CETV seemed too expensive to me and too hard to for me to figure - Sorry I missed that one. I am still holding all shares bought of LH though - your 11/'02 pick here.
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