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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (44536)9/23/2011 10:01:12 PM
From: hardincap2 Recommendations  Read Replies (3) of 78748
 
"The example I’m going to use...by the way, that’s my whole process. That’s what we do. I will use an example now to go through it. An example is Bank of America which is a very large position of the fund, its a billion dollar plus position. We would own more if we could, but the rules for a mutual fund are you can’t be have more than 5% of your fund because of the broker deal elements."

fairholmefunds.com
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