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Strategies & Market Trends : Value Investing

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To: Michael Burry who started this subject	2/26/2004 8:36:00 AM
From: Joe Dancy	Read Replies (2) of 78681

Value based portfolio For what it is worth we look for value plays that have growth characteristics that also meet some fundamental TA characteristics - the best of all worlds. High relative strength, low p/s ratio, high revenue and EPS growth rates. And an inefficient niche - small firms. FWIW our portfolio is on page two of the attached report: lsgifund.com We use screens to find these firms - otherwise the pile of interesting firms to research is just too large. Statistically they should outperform longer term, but are volatile as heck - which is good on the way up and bad on the way down. FWIW

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