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Strategies & Market Trends : Value Investing

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To: Allen Furlan who wrote (12092)	2/22/2001 4:03:46 PM
From: Mark Adams	Read Replies (2) of 78702

Took a look at Boulder. Two things popped up- they employ leverage, and they have near 10% of assets invested in something I'm trying to nail down. "INVESTMENT COMPANIES - 9.5%" ACM Government Securities Fund Kemper Multi-Market Income Trust MFS Charter Income Trust MFS Multimarket Income Trust MSDW Emerging Market Debt Fund Oppenheimer Multi-Sector Income Trust Putnam Master Income Trust Putnam Master Intermediate Income Trust Putnam Premier Income Trust RCM Stategic Global Government Fund These are fairly obscure and thus far I've not found too much out about their holdings. The first is ACG, a bond fund. I like to understand Boulders philosphy, and think understanding what they pick and why helps. Perhaps because these investments are obscure they represent better values.

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