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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (27602)9/13/2007 12:41:14 PM
From: Paul Senior  Read Replies (2) of 78714
 
I'll up my very losing position in Legg Mason(LM) a little now.

Company seems to have the wrong assets under management:

Too much domestic stock in a declining USA market (Another down year for flagship Bill Miller fund?)
Too little exposure/expertise/funds with foreign stocks - a sector which has become more attractive to USA investors
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