Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Crimson Ghost who wrote (71488)	3/8/2001 9:21:50 AM
From: theniteowl	Respond to of 99985

From the March Contrary Investor re: Janus... sorry if it was already posted. "As you can see, the mainline growth funds in this country went into the worst quarter in NASDAQ history with one of the highest asset allocations to tech ever. Surely they must have cut back as the NASDAQ plunged toward the financial tarmac during 4Q 2000, right? It seems a natural given the obvious deterioration in industry growth prospects set against declining corporate capital spending in the aggregate economy . We can't speak for all the funds, but if the Janus fund complex is at all representative of mutual fund manager belief and personal behavior, the answer is not necessarily. The following table is made up of data from the 12/31/00 Janus 13-f filing (the SEC mandated filing of quarter end holdings). As you can see, in many of the raciest stocks, Janus hit the accelerator during 4Q." entire article contraryinvestor.com