Clipper CFIMX
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Funds That (Still) Buy Like Buffett, 2012
… Buffett, and under their management Clipper CFIMX (which made this list last year ..... Stock is less concentrated than Clipper , but it does hold a more modest ..... Analyst Rating of Gold, as have Clipper and its less-concentrated counterparts …
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These Topnotch Funds Are Banking on Buffett
… discretionary, industrial, and health-care stocks. Clipper CFIMX Allocation to Berkshire Hathaway: 7.8% After staging ..... half its value versus a 37% loss for the S&P 500, Clipper has underwhelmed so far in 2012, with a gain of about …
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Dr. Andrew Lo: ‘Buy and Hold” Does Not Work Anymore
… His Scudder Dreman High Return Equity KDHAX has nearly 10% of assets in Altria. Gipson also has about 5% of Clipper Fund CFIMX in Altria. Barrow has 2.5% of Vanguard Windsor II VWNFX in the stock. More Bets on Smokes It's a little early …
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From Barron’s, December 19, 2011 (Part 2)
… they could be good candidates for tax-loss selling. Funds with low star ratings but high analyst ratings include NYVRX, CFIMX , DODBX . Pg 44: For 2012, here are some ETF recommendations from Barron’s Top 100 Advisors: EEM (emerging markets …
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These Funds Are Better Than They Look
… of the most notable offerings. Clipper CFIMX This large-blend fund rates a ..... analyst Dan Culloton argues that Clipper is well worth sticking with, as ..... other charges. Culloton also likes Clipper 's portfolio from a bottom-up …
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Highlights From Morningstar's Analyst Rating System
… unimpressive trailing returns rated well. Clipper CFIMX , for example, is Gold-rated ..... does not reveal, however, that Clipper has been managed by Chris Davis ..... performance turnaround taking place at Clipper : Returns have been back on track …
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Concentrated Funds Going Against the Grain
… Capital Management Small Cap BCSIX, Clipper CFIMX , Fairholme FAIRX, FMI Large Cap ..... none of them should be a surprise: Clipper (run by Chris Davis and Ken Feinberg ..... interview with Morningstar that Clipper and the other funds he comanages are trimming …
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Three Funds With a Bad Case of the Deja Blues
… 2011's sovereign debt debacle than they did in 2008's subprime-mortgage implosion. If nothing else the cases of Clipper CFIMX and Longleaf Partners Small-Cap LLSCX showed that one lousy bear market does not a perennial laggard make. Conversely …
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For Two Funds, 2011 Is Not Deja Vu All Over Again
… look at the funds and how they've done it. Chipper Clipper If someone told you in January that another debt crisis ..... financial stocks again this year, you might have picked Clipper CFIMX as a candidate to post bottom-feeder results. It …
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Making the U.S. Dollar Safer: Return OF Your Money
… the filing said. In addition, Clipper Focus, which is subadvised by ..... run by the same team that runs Clipper Fund CFIMX , will have its expense ratio cut ..... above the expense ratio charged on Clipper Fund. PBHG Focus PBFVX advisory …