… attract portfolio managers with hedge fund experience. Mentioned are Altegris’ MFTAX, EVOAX, MCRIX and Caldwell & Orkin’s COAGX . Pg 42: This is the third year of recovery for the commercial real estate and that should continue in 2012. Bigger companies …
… Eaton Vance Global Macro Absolute Return (EAGMX) , Rydex Managed Futures (RYMFX) , and Caldwell Orken Market Opportunity ( COAGX ) and IQ Multi Strategy (QAI). In every case these funds, which suffered moderate losses, had significantly less percentage …
… Caldwell & Orkin Market Opportunity Fund ( COAGX ) dipped -0.77% during the third quarter ..... Caldwell & Orkin Market Opportunity Fund ( COAGX ) dipped -0.77% during the third quarter ..... Caldwell & Orkin Market Opportunity Fund ( COAGX ) dipped -0.77% during the third quarter …
Caldwell and Orkin Market Opportunity Fund
Shorts are tough to do well and can force the fund to pay dividends to holders of the stocks it is shorting.Tends to lag in speculative rallies.High-turnover approach has been costly and has hurt tax efficiency.Macroeconomic bets can sometimes misfire.Fund often does quite well when the market is
SAFETY? PERFORMANCE IN A VOLATILE MKT? Thanks, reelrod
… for positive changes in fundamentals when buying stocks and negative changes when shorting them. Caldwell and Orkin Market Opportunity missed some opportunities in 2009. This fund lost 3.4% in 2009, when the S&P 500 Index jumped …
… did well in the recent downturn and very well in the crushing 2000-2002 downturn. B+ Caldwell & Orkin Market Opportunity COAGX did okay on Feb. 27, losing just 0.98%. But it gained 1.37% on March 13 and had a category-topping 4.77% for the …
… BRMIX, posted years of negative returns before the market turned south. A few, such as Caldwell & Orkin Market Opportunity COAGX , did spectacularly well. This wide disparity of results does not make the sector look secure and dependable. A Trend Worth …
… shareholders still have every reason to hang on. What a difference five months makes. Caldwell & Orkin Market Opportunity Fund's COAGX 26.7% return in 2000 was the envy of most mutual funds, many of which had tech-heavy portfolios that cracked with the …