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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (9140)12/4/1999 11:34:00 PM
From: Madharry  Read Replies (1) of 78618
 
Paul, that was an unexpected and thought provoking comment. I just got my fund statement for my international value fund and it has had almost no appreciation in a year and a half. I was doubly dissappointed that there was not a letter of apology from the fund manager offering to rebate his fee for the past year and a half. The truth is that most fund managers have to own the qqq stocks otherwise if they don't they leave themselves open to get buried just like my fund manager has done. I am sure that with this kind of performance the fund must be experiencing a hugh outflow of investment dollars into international growth funds if nothing else. Therefore the tendency will be for the risk/return ratios to continue to improve for the value stocks. But there may not be an price appreciation until the tech exhuberance ends. When will that be? Don;t know but I do not think we are there yet.
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