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Bob, I bought more MXF today, which explains the Mexican market's performance. If you still want to know, my other current CEF longs include GF, FRG, NEF, SWZ, LAM, BZF, TY, EMG, TYW, CLM, JFC. Obviously I diversify geographically and look for a relatively high discount -- generally over 15% in the current climate, unless there is a credible shareholder insurgency or some other special factor. I regard past performance of the fund as irrelevant except as it is affected by the expense ratio. But you will surely do better to follow the picks of one or more of the pros (or institutions, such as Harvard). -- Shoe |
