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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (9667)1/17/2000 8:52:00 PM
From: Jurgis Bekepuris   of 78742
 
Paul,

Personal story. My return last year was ~2X%. However,
excluding 401(k) in a tech company stock and go-go
mutual (IGRYX), the return is about 14%. Good, bad?
Outran most of the value managers. ;-)

Personally I still own TAVFX who did ~13% last year.
From value funds, it looks like Weitz prospered
in the last couple of years. OAKLX did well, but they
as TAVFX were overweight in semi-equips that had
a great run. Now comes a question whether they know
when to sell and what to buy next.

Good luck

Jurgis

P.S. If any of you know why Yahoo gives two totally
different return numbers in their "performance"
section, please explain.
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