Dear Clients and Friends, In September, the Nakoma Absolute Return Fund returned a net -2.30%. For the one-year period ending September 30, 2010 the Fund returned -6.77% net of all fees …
We see the brighter side of Estee Lauder.
The Nakoma Absolute Return Fund ( NARFX ) returned a net +1.24% in August. Figure 1 displays the performance of NARFX with some key market benchmarks. Market Performance Review The S&P 500 reversed course in August declining 4.51% and …
Nakoma Absolute Return Fund Monthly Report
*** enter disclosure ***
*** enter disclosure ***
*** enter disclosure ***
In last week's column , I wrote about the different motivations and time horizons among different groups of investors, and how they affect stock prices. I concluded that beauty is in the eye of the beholder, that there's no such thing as a single "fair value" for a company. It depends on who's
*** enter disclosure ***