Russell Kinnel
Russell Kinnel
bond produce stake strategy stretch though
You have a very conservative strategy even though the bond stake isn't great. They're not going to stretch to produce yield.
aside balance boom dividends giving good growth guy job mutual points sharp sheet strategy
He's a very sharp guy who did a really good job at Mutual Series. They got points for not giving up on their strategy during the growth boom and tossing aside dividends and balance sheet analysis.
ask fund trust
You have to ask yourself why you should trust the fund company.
assets early expect fund late net next surpass terms vanguard year
We expect the Vanguard 500 Index Fund to surpass the Magellan Fund in terms of net managed assets by late next year or early 2000.
asset bases entirely fidelity policy size
Fidelity bases its IPO allocation policy entirely on asset size and that's the way it should be.
accuse awesome capital closet job
No one would accuse Lange as a closet indexer. He's done an awesome job at Capital Appreciation.
awful bear best good market performers quarter worst
Some of the best performers for the bear market had an awful quarter and some of the worst performers during the bear market had a good quarter.
certainly deserves despite growing points
He certainly deserves points for doing so well despite the growing assets.
add estate generally hesitant narrow recommend
Utilities and real estate are pretty narrow sectors. And real estate has had such a run, I would be hesitant to add more at this point. So I generally recommend diversified dividend plays.
dangerous gold india investing russia space
When gold and Russia and India are the top-performing sectors, that's a dangerous space to be investing in.
few focused fund funds goal losers maximize offset profits realized selling simply stock whereas
A tax-managed fund is simply a fund who's goal it is to maximize after-tax returns, whereas most funds are focused on pretax returns, ... I think the one thing that probably all of them have is the idea of selling losers to offset gains. If you've just realized profits on one stock you'll sell a few dogs.
brooks changed changes early effort experience funds improve investment providing reliable research skill stages
Putnam is in the early stages of a restructuring effort aimed at providing better, more reliable performance. It may be years before Putnam funds have a lot of appeal. Stock-picking skill and experience aren't changed overnight. Even if Haldeman and (head of research Josh) Brooks succeed, it will be years before their changes can markedly improve investment results.
asset bases challenge fat funds handled investors key picking whose
A key challenge for investors is picking funds whose asset bases haven't become too fat to be handled effectively.
disasters fall funds hard might
The big funds are very well managed and very well diversified. They might fall as hard as the S&P, but there aren't a lot of big disasters there.