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


To: Paul Senior who wrote (20179)12/6/2004 4:14:08 PM
From: Sam Citron  Read Replies (1) | Respond to of 78523
 
Paul,

The portfolios are pretty similar.

The main difference for me is that EWY sells at a 0.25% premium to NAV vs. KEF 6.13% discount. Also, EWY has much better liquidity. (compare today's volume and b/a spread)

The shorter my expected holding period, the less the 2.5% annual management fee bothers me, whereas I can get the entire discount up front.

Sam