Aegis Value AVALX
-
Chuck Akre on the Search for Compounding Machines
… fund left, and we built a new team. In October of 2009, we added Tom Saberhagen, who had been a senior analyst at the Aegis Value fund. In November of 2009, we added John Neff who had been a senior analyst on the sell-side at William Blair. Then in …
-
Attention on Yen, but the Dollar is Dying
… So we'll highlight four offenders in particular. Aegis Value AVALX True, this fund has only $682 million in assets ..... invested in stocks. By this logic, the expense ratio at Aegis Value amounts to a stratospheric 3%. Manager Scott Barbee …
-
Aegis Value Fund Q2 2010 Letter
*** enter disclosure ***
-
AVALX Aegis Value Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… He'll sell when a stock hits that value. Barbee is willing to hoard cash when he can't find buying opportunities. Aegis Value can turn on a dime. By the close of 2008's tumultuous market, this fund shed more than half its value and landed in its …
-
10 Surprising Mutual Fund Stats
… which we have tremendous respect. It's the third-largest cash stake among small-cap value funds. Only CM Advisers and Aegis Value have larger allocations to cash. 79 At $102 billion in assets, American Funds Growth Fund of America AGTHX is 79 times …
-
Prominent Funds Feel Bite from Big Cash Stakes
… their categories' bottom 5% for the year to date. Aegis Value AVALX and Weitz Partners Value WPVLX have also fallen to ..... only one on the list that's been disappointing is Aegis Value . That fund's huge cash stake has as much to do …
-
Is Your Fund Too Fat?
… For instance, Longleaf Partners LLPFX closed to new investors this summer to avoid ending up in the situation that Aegis Value AVALX is in, with more than half its portfolio sitting in cash. I've tried to answer the questions posed above in a …
-
Improving Your Batting Average in the Stock Market
… Whitman from Third Avenue is a successful investor who falls into this category. Another is the management team at Aegis Value Fund AVALX . Of course, the most famous investor to fall into this category would be Benjamin Graham. Graham was known …
-
And the winners are....
… RYPNX, TCSVX*, BSCVX*, and not open in '98 with positive returns in '99, 2000 & 2001--BPSCX, RYSFX, SCMVX, AVALX , M$-BBDD) Smallcap Growth -- (TMCGX*, WMICX*, BMCFX*, BUFSX*except direct from Buffalo, BJMIX*, FMIOX, MMFSX …