Wallace Rivers,
I am a mutual fund investor, too.
In my IRA I hold 1 small cap growth mutual fund, the Brown Small Company Fund managed by Eddie Brown. He was the short guy that was a regular guest on the old Wall Street Week with Louis Rukeyser show.
Eddie Brown invest in small medical, technology, and consumer stocks. I have held the fund for 7 years and have achieved good results.
Also, last year I bought into the Baron Partners Fund, managed by Ron Baron, an old Barron Roundtable guy. He had been sending me quarterly reports for 15 years and finally convinced me he knew what he was doing. He is a value guy, across all capitalizations. My 2 years experience has been excellent.
As a speculation, the Janus Funds of Denver appear to be honestly, fairly, and effieciently run for the benefit of the shareholders again. Thank God, because they were a rudderless ship for years. For my sons education, I have held Janus 20 since 1988 and have gotten decent returns. Its manager was Tom Marsico for the first 8 or 9 years and for the past 9 or 10 years has been run by Scott Schoenzel. SPECULATIVE |
