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Strategies & Market Trends : Value Investing
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To: Mark Adams who wrote (12103)2/22/2001 5:13:27 PM
From: Allen Furlan  Read Replies (1) of 78676
 
Re Boulder. When I receive their latest report(requested yesterday) I will let you know if they expand on their philosophy. I was curious on how they could have such a large portfolio of good yielding reits and still barely be able to offset the expense of their leverage. For all practical purposes this is a one man show but I do like his investment philosophy, ie protect what you have. In any case he made 45% last year as well as a good gain ytd.
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