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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: Lone Ranger who wrote (92158)7/7/2002 5:04:22 PM
From: t2   of 99280
 
LR, What I find very interesting about that article is first his track record.

More importantly is that his fund is up so much more versus others. That is the type of manager that one would expect should be loading up on the beaten up stocks right now.
He has a big enough cushion considering his first half outperformance in his mutual fund that he could have just cruised to year end.

I guess his approach is not going for relative performance versus his peers. If he is wrong in his bearish bet, the other mutual funds could easily overtake him. That shows how confident he is.
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