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

To: Spekulatius who wrote (42058)	3/30/2011 10:11:00 AM
From: ValueGuy	Read Replies (1) \| Respond to of 78717

I stand corrected...just read Third Avenue's Q1 2011 portfolio manager commentary, and they seem to be concentrating on the Chinese housing market for some reason, though the stocks they picked up in the last quarter to Jan 2011 (Lai Sun Garment International Limited) seems to have increased 5-fold) seems to have been at a massive discount On another front, TEPCO went down by another 17% today. There're rumours that the company will be nationalised...not sure if this is now a good buying opp...best wait and see what happens first

To: Spekulatius who wrote (42058)	3/30/2011 11:01:54 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78717

TAVFX is a good one to study on long term performance: finance.yahoo.com^GSPC It underperformed market during ~2K bubble. Caught up (down ;)) in 2002 crash. Outperformed market in 2002-2007. Caught down in 2008. Is outperforming again. Overall still, I would say it has been a great fund during its existence. Interestingly enough Tweedy Browne has underperformed: finance.yahoo.com^GSPC Sequoia too: finance.yahoo.com^GSPC But then 1990's is the decade when market beat most of the funds and 2000's is the opposite. So any fund that started before 1990 will have underperformance from the start. Another couple examples: finance.yahoo.com^GSPC finance.yahoo.com^GSPC (Charts do not account for dividends and distributions, which may account for a large part of some funds performance. Use official comparisons if possible!).