Large Cap? That's Not a Large Cap!
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Friday, February 11, 2011

Large Cap? That's Not a Large Cap!

There are large cap mutual funds and then there's Mark Freeman's view on what constitutes a large cap portfolio. The PM of the WHG Large Cap Value Fund [see profile], a $232 million fund, today gives the Wall Street Journal his perspective on where he sees ample opportunities.

For starters, Freeman told the pub that his fund's average market cap bet is roughly $83 billion and that last year's rally has left many big names cheaper than their smaller counterparts, particularly since their international presence offers a less-risky opportunity to profit from growth in China and emerging markets.

But is Freeman bitting off more than he can chew? Consider that his fund is reportedly up 22 percent over the past year and is roughly flat over three years. By comparison, the S&P 500 is up 25 percent last year and down 1.1 percent over three years. Freeman's current bets include Anadarko Petroleum Corp, General Motors Co., Abbott Laboratories.

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