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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?


To: Investor2 who wrote (2017)11/6/1998 9:14:00 PM
From: Justa Werkenstiff  Respond to of 15132
 
I2: I was always under the impression that the Small Cap Opportunities Fund became a second tier shadow of the US Emerging Growth Fund, formerly the Montgomery Micro Cap Fund. I recall that the original manager of the SCO fund left Montgomery after a short stay and Roger Honour took it over. At the time, the USEG Fund was closed to new investors and so Brinker put the SCO fund on his list in order to access Honour's management. But the USEG has outperformed that fund and is now open to new investors. So I guesss I would go with that one over the other if I were going to chose a mutual fund. Whatever fund you chose, I guess I would want a growth manager that performed well in bull markets. I think reviewing these stats now can be misleading. You might get yourself tripped up in picking a fund that declined the least in this correction as opposed to one that performed the best coming out of a correction. I am not up on these funds. I have made a decision to pick individual stocks instead. I have found that there are some great advantages to picking stocks myself as opposed to buying mutual funds in this day and age. If you asked me two years ago, I would have been more inclined to go with a small cap mutual fund. Not anymore.