
Pickers now hold the name, with two of them-- ASTON/Montag & Caldwell Growth MCGIX and Hartford Capital Appreciation ITHAX --building new positions in Cisco during the most recent period. In his fourth-quarter commentary, Ronald Canakaris
Pickers now hold the name, with two of them-- ASTON/Montag & Caldwell Growth MCGIX and Hartford Capital Appreciation ITHAX --building new positions in Cisco during the most recent period. In his fourth-quarter commentary, Ronald Canakaris
back half of last year. It was against this backdrop that both Parnassus Equity Income PRBLX and Hartford Capital Appreciation ITHAX were picking up shares of Gilead Sciences GILD. At Hartford, the managers made a new-money purchase of Gilead during the
slumps for two to five years and then come back. Dodge and Cox Stock DODGX, Fairholme, and Hartford Capital Appreciation ITHAX are all underperforming yet have excellent long-term track records. When to sell? This is the question. Most investors
buying of eight of our managers, five of which-- Dodge & Cox Stock DODGX, FMI Large Cap FMIHX, Hartford Capital Appreciation ITHAX , Columbia Dividend Income, and Oakmark--were making meaningful purchases during the quarter, was more than enough to not
every poster was willing to throw in the towel on Fairholme. Rathgar , who also was ready to take Hartford Capital Appreciation ITHAX to the turkey farm, wrote, "[These two funds] also own the out-of-favor stocks so they could be next year's winners
Stock DODGX and FMI Large Cap FMIHX adding to stakes that were started earlier this year, and Hartford Capital Appreciation ITHAX establishing a new stake in the software giant. We also saw Columbia Dividend Income LBSAX and Oakmark OAKMX adding to what
the start of the second quarter and was sold by four of these managers, with one of them-- Hartford Capital Appreciation ITHAX --completely eliminating its stake in the pharmaceuticals giant during the period. And while its share price may have faltered
RCAPX and Oakmark OAKMX both established new positions in the name during the second quarter, and Hartford Capital Appreciation ITHAX continued to nibble away at Google, almost doubling its stake but still only committing 1.3% of its equity holdings to the
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