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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (9667)	1/16/2000 6:48:00 PM
From: Archie Meeties	Read Replies (1) \| Respond to of 78688

<So I'm transferring out> Yes, but what are transferring into? (Don't tell me... energy?) Neff said the need for value investing was all the more imperative in a market of hypervaluation.

To: Paul Senior who wrote (9667)	1/16/2000 11:11:00 PM
From: Madharry	Respond to of 78688

I am sure you've heard me whine about the OAKmark funds performence these past two years. The only thing is I can't argue about the guys methodology only the timing. So perhaps in 2000 there timing will be better. I have also bought 2 reits myself now MT and SNH which yields 15-20% per annum. I think I can live with that.

To: Paul Senior who wrote (9667)	1/17/2000 8:52:00 PM
From: Jurgis Bekepuris	Respond to of 78688

Paul, Personal story. My return last year was ~2X%. However, excluding 401(k) in a tech company stock and go-go mutual (IGRYX), the return is about 14%. Good, bad? Outran most of the value managers. ;-) Personally I still own TAVFX who did ~13% last year. From value funds, it looks like Weitz prospered in the last couple of years. OAKLX did well, but they as TAVFX were overweight in semi-equips that had a great run. Now comes a question whether they know when to sell and what to buy next. Good luck Jurgis P.S. If any of you know why Yahoo gives two totally different return numbers in their "performance" section, please explain.