
history; the differences can be rather dramatic. M* Manager of the Decade designation has been bad for Bill Miller ( LMVTX, LMOPX ) and Bruce Berkowitz ( FAIRX ). Pg 36: A year after the Japanese 3-11 (earthquake and tsunami), and as the yen safe-haven
Dtobisk finally pulled the plug on another Miller charge that was his own problem child in the past. " Legg Mason Opportunity LMOPX , also managed by Bill Miller, was my number-one problem child until a couple of months ago, when I finally bailed out
One of these funds deserves another chance, but the other three have got to go.
LMOPX by jeffop "1.92% = neutral price pillar? But performance pillar also ..... for mortal human beings (perhaps God has the appropriate time horizon for LMOPX ), but we did really like Bill Miller at one point, so it's 0.001
Peters takes over managing troubled LMVTX from Bill Miller in April 2012. Miller will continue to manage even worse performing LMOPX . Pg 46: Japanese banks have avoided exposure to Europe’s sovereign credits and have exposure only to selected European corporations
volatile funds in the category, so again--what I said about niche investing. 10. Legg Mason Capital Management Opportunity LMOPX , negative 29% About 10 years ago, Bill Miller said that Kodak EK was trading at $50 but was worth $100. He has stuck to
million of the offering. Other investors we respect, including Markel MKL and Bill Miller's Legg Mason Opportunity Trust LMOPX , also may participate. Level 3 was able to negotiate a conversion price well above its current stock price, but it was forced
and Bank of America BAC have been the portfolio's biggest losers. Bill Miller's Legg Mason Capital Management Opportunity LMOPX has also performed abysmally. As with Fairholme, financials have caused pain here: Assured Guaranty AGO, Genworth Financial
FDCAX) Large growth 5215.4 14.48 45 8 L. Mason Opp. ( LMOPX ) M-cap val 1870 11.78 34 90 Fid. Sm. Cap Stock (FSLCX ..... and bold sector bets. For example, Legg Mason Opportunity LMOPX , in addition to its airline holdings (which included top
eventually take over Value. (Miller hasn't specifically named a successor to Legg Mason Capital Management Opportunity Trust LMOPX , but that fund does have an assistant portfolio manager, Samantha McLemore.) Peters will begin comanaging Value with Miller