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Special Situations Real Money Portfolio Summer 2009 Update

By George on Fri, 2009-09-25 12:02
(via www.fatpitchfinancials.com)

The Special Situations Real Money Portfolio was up 38.0% year-to-date on August 31, 2009. That crushes the S&P 500 year-to-date total return of 14.97% over the same period. Learn how that performance was achieved.

In a hot market, value hunters try to stick to their rules

By George on Tue, 2007-05-15 06:39
(via www.latimes.com)

A story on the Value Investing Congress West. The theme this year appears to have been about maintaining patience in this hot market.

Once Cash-Heavy Value Manager Now 60% Invested

By GeoffGannon on Fri, 2006-10-13 10:48
(via www.morningstar.ca)

Morningstar (Canada) article about Larry Sarbit. One thing's for sure - he doesn't feel obligated to follow the crowd: "As manager of AIC American Focused for more than five years until March 2005, Sarbit drew more attention for his whopping cash reserves -- often making up more than 80% out of $2 billion in assets -- than for his stock selection."