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Strategies & Market Trends : Value Investing

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To: Pendretti who wrote (8229)	9/13/1999 3:22:00 AM
From: Michael Burry	Read Replies (1) of 78822

The problem with the so-called value funds is that they mostly buy large caps with big dividends. In other words, no growth and possibly declining fundamentals. Most of the value we talk about here resides in the mid-small-micro caps. I don't know that many of the traditional value funds mirror what we pick here. Yeah, I'm gonna toot my own horn...For a picture of a value-oriented portfolio, that is doing pretty well without the techs and the MSFT, WMT, GE, T, etc., take a look at valuestocks.net ... Value doesn't always have to lag, and can actually work, even with the country crazy on growth stocks. What the value funds did in the second quarter way underestimated how most of us here did in the second quarter. Mike

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