… were made during the quarter, more than compensated for the meaningful sales that were made by Columbia Value & Restructuring EVRAX , Hartford Capital Appreciation, and Matrix Advisors Value MAVFX. Having already delved into the purchases of Microsoft …
… stellar long-term record that's struggling mightily. Interestingly, the reasons for Columbia Value & Restructuring 's EVRAX problems in 2011 bear no resemblance to those of Fairholme. While Fairholme's punishing losses have resulted from its heavy …
… managers had put new money to work in the stock, we saw two more Ultimate Stock-Pickers-- Columbia Value & Restructuring EVRAX and FPA Crescent FPACX--adding Cisco to their portfolios during the second quarter. That said, there was some difference …
… 0% of its total stock portfolio) at the end of June. Meanwhile, FPA Crescent FPACX and Columbia Value & Restructuring EVRAX both established new positions in the name during the second quarter, and Fairholme continued to add to its growing stake …
… the current yield is attractive. Interestingly enough, we had one Ultimate Stock-Picker-- Columbia Value & Restructuring EVRAX --that threw in the towel on Bristol-Myers Squibb during the quarter, while Fairholme Capital Management was putting new …
… performance of David Williams at Columbia Value & Restructuring EVRAX , which returned more than 19% last year (after recording ..... WGRNX 2.4 21.1 32.8 2 7 N/A Columbia Val & Rstrctrng EVRAX 3.1 19.4 46.9 0.5 N/A N/A Amana Trust Growth AMAGX …
… Of the 22 fund managers we track, just four of them-- Wintergreen WGRNX, Fairholme FAIRX, Columbia Value & Restructuring EVRAX , and Amana Trust Growth AMAGX--are currently beating the S&P 500 Index. This compares to 15 out of 22 managers that outperformed …
… Shore SSHFX was the only other manager to add to its stake in Bank of America, the managers at Columbia Value & Restructuring EVRAX saw fit to reduce their stake in Morgan Stanley by more than 80% during the period. The last two names on the list-- Stryker …
… Stock - Pickers over the last year - - a list that included Yacktman YACKX , Fairholme FAIRX , Columbia Value & Restructuring EVRAX , Dodge & Cox Stock DODGX , Hartford Capital Appreciation ITHAX , and Oak Value OAKVX - - had made only slight adjustments to …
… the last year . This produced a list of six fund managers : Yacktman YACKX , Fairholme FAIRX , Columbia Value & Restructuring EVRAX , Dodge & Cox Stock DODGX , Hartford Capital Appreciation ITHAX , and Oak Value OAKVX . While Bruce Berkowitz may be getting …