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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (16789)4/9/2003 12:12:28 PM
From: Larry S.  Read Replies (2) of 78650
 
i own clipper, oakmark select, olstein. they all had rough 2002 after strong 01 and 00 as well as earlier. that sector of the market, the real "values" turned south in 02 and not much performance in 03. in fact, clipper is donw 8% ytd. just gotta believe in quality and that these are good places to put money. i have switched some money to fido's emerging debt and capital and income, high yield looks like a decent play for the time being. larry
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