Francis Chou's Bottom-Fishing
Read the full article at: http://www.theglobeandmail.com/servlet/story/LAC.20070221.RCHOU21/TPStory/Business
Submitted by Geoff on Thu, 2007-02-22 22:05.
(via www.theglobeandmail.com)
An article from The Globe and Mail on Francis Chou, "one of Canada's most successful mutual fund managers and also one of the most modest...both a top stock picker and a record-setting bond manager." The article mentions Sears Holdings (SHLD) among other names. This short article gives a little background information on Chou as well as a few of his past purchases.
Fantastic find.
Wow Geoff, I really enjoyed the article. Nice story about a great investor. Good Old Ben Graham has made many people wealthy. Has anyone taken a look at any of Francis Chou's 13-D filings? His bond returns are exceptional- I've never purchased debt securities, but I am very interested in how he selects the bonds he invests in.
A quick google search turned up these articles:
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