MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
an InvestmentWires' Publication
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|
MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication |
|
Tuesday, March 15, 2011 Managers Rant About Quality, Imbalances and Bailouts Morninstar dug up a few juicy shareholder letters from mutual fund managers and they do not disappoint. Longleaf Partners' Mason Hawkins and Staley Cates didn't hold back in their letter after repeatedly being told they're missing the boat on quality equity plays. Marty Whitman of Third Avenue Value chimes in on the difference between a bailout and an investment, and David Herro, lead manager of Oakmark International and Oakmark International Small Cap, opines on imbalances in the global economy. Fundsters looking for some bed-time reading may want to check out the rest of the article. Printed from: MFWire.com/story.asp?s=36262 Copyright 2011, InvestmentWires, Inc. All Rights Reserved |