
valued stocks in the 90's could do no wrong from 2000-2005 having surged in performance making the likes of Dodge & Cox, Muhlenkamp and Third Avenue look great. A lot of people still want to bank on that magic fund giving the best sharpe ratio and upside
loudest are Bridgeway Agressive Investors 1 BRAGX and Fidelity Diversified International FDIKX. I already dumped Mulhenkamp MUHLX , which was gobbling, too." Another Bridgeway fund topped weiwentg 's laggard list, the similarly managed (and similarly
This is a really good interview. http://www.forbes.com/sites/steveforbes/2011/09/28/steve-forbes-interview-ron- muhlenkamp -expert-investor/
funds that I should have bailed out of long ago, e.g., MUHLX . I appreciate any feedback you can give me. Here is my current ..... 3% FSICX 2.9% GLRBX 2.2% FIREX 0.3% FTBFX 2.0% MUHLX 1.6% PRPFX 2.9% FLPKX 3.5% FXSIX 1.0% VGSTX 1
now appearing fairly priced, we suspect that prices will be even more volatile going forward. The comments made by Ron Muhlenkamp in this newsletter are opinions and are not intended to be investment advice or a forecast of future events.
Granite Broadcasting's heavy debt load weighs on our opinion of the firm.
told us that the U.S. recession ended in June 2009. (In Muhlenkamp Memorandum #92 of October ’09, we said “The current recession ..... detail at our November 15 seminar . The comments made by Ron Muhlenkamp are his opinion and are not intended to be investment advice
Currently cautious, which could be right on.
with sensible approach.Tax-efficient.Ron Muhlenkamp founded Muhlenkamp & Co. in 1977 to manage private accounts for ..... up individual stock assessment. Manager Ron Muhlenkamp will give the fund more or less cyclical exposure
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