
Has anybody invested in this fund? The manager was previously with FBR Focus for a long time and did quite well.
but even at that Lower performance, still should beat the Index.. As of now, it's 50/50 btwn them. 2. Mid Caps- FBRVX , MERDX and UMBMX 3. Large Cap - YAFFX 4. Not trusting my own judgement- I just Kept things (%) allocations EQUALLY
cap growth stock, a classic example of which can be found in a recent Barron's article covering the co-managers of the FBR Focus Fund . This article examines whether World Fuel Service Corporation should be considered as an attractive mid-cap growth
Syria is a more immediate problem. Pg 32: Co-managers Ira Rothberg, David Rainey and Brian Macauley of the FBR Focus Fund ( FBRVX ; ER 1.44%)) took over after Charles Akre left to start his own fund. The fund has a concentrated portfolio
this out correctly? Right now I am 12% Bond, 56% US Stock, 9% Emerging Markets, 21% Cash, 2% other Here are my holdings: VFIAX, FBRVX , VGTSX, VGSTX, VBISX, CGMFX, VMMXX, OPRMQ Any Advice is greatly appreciated! Thanks! April
We talked with Chuck Akre who built an outstanding record subadvising FBR Focus before the two split and Akre launched a new fund Akre Focus AKREX. He runs a concentrated growth style that really is unlike
In Narrowing down my Mid Cap funds in my E&B ( Equity and Bond) portfolio and as a Recovery play ( 18-24 mos after a Bear) funds for my Retirement port. Trying to choose btwn Keeping either FBRVX , MERDX or RYPRX Which do you think would be a better Play for the next 10 yrs? O rjust go back to ...
1.5% apy or more.. over the next 12 yrs *This would produce about a +25% more TR and justify owning them.. DEFIX FBRVX MERDX RYPRX UMBMX and can Own 2 if it comes down to a Toss Up btwn the best 2.. That has been my Best Method for me to Own
worried about the threat of inflation and has picked stocks that should be insulated from it. Check out his record at FBR Focus FBRVX , and you'll see that most of his bets have been on the money. Evermore Global Value EVGBX couldn't have gotten
Both Feet. -And with the guideline? Just Beat the Comparable Index by 1.5% apy or more after 5,10 yrs.. -Back then? FBRVX , WWNPX, FAIRX and MERDX -And going into this yr? I reduced my FAIRX, Sold my WWNPX and have the $ sitting on the side in