Value oriented mutual funds (NWQ)
Looking to get thoughts on value oriented mutual funds such as NWQ Investment Management (Nuveen)
Trending Content - Asset Management Forum
Career Resources
Bump.. I'm aware of Sequoia Fund (RCG) and Dodge & Cox, anyone know of some others?
http://www.thestreet.com/topic/19342/top-rated-value-mutual-funds.html
Most larger investment managers will offer value-oriented products in line with their core philosophy or methodology. Don't overlook these because they're part of a larger institutional suite; they are managed by a PM team like anyone else and are often very good.
In terms of famous funds, Sequoia is tops (less Valeant), I have heard good things about Diamond Hill.
Value investing is getting whacked recently because everyone is thrashing the market around and defying valuation. Part of value investing is getting the market to eventually come to your perception of value, whether it's externally demonstrated by the company or they come to the same conclusion. This is pretty intuitive, but you can see how that would derail in times of market chaos and volatility.
A few that come to mind:
Brandes, Harris Associates / Oakmark, Artisan (though they are more growth in my opinion), Thornburg (same as Artisan), Pzena, Barrow Hanley, First Pacific, Causeway, Hotchkis & Wiley.
I wouldn't get too wrapped up about whether the products are offered in mutual fund format or not. Value is value.
to invest in or to work at? I can help with the former...
surprised tweedy browne hasn't been mentioned. also american funds, clearbridge, london, cambiar, snow, thomas partners, EIC, Lazard, tons of them out there.
a good way to find boutique shops is look at a multi manager like touchstone or virtus, or a large fund family like vanguard, transamerica, etc., that doesn't actually manage money, and see who the sub advisors are. like the Vanguard Windsor fund, wonderful fund, managed in part by a small shop called barrow hanley in Dallas.
like a list of value funds?
holy shit. thats tons.
good names:
-boston trust/walden -delaware -Davenport -artisan -champlain -geneva -perkins -Tocqueville -polaris -royce
plenty more!
The above is a pretty good suggestion. There are really a ton of value funds out there so you'll probably want to narrow your focus.
Pretty sure Barrow Hanley manages near $100bn, they are far from small.
touche, maybe "less mainstream" would've been a better choice of words.
Culpa eius vero aut qui sit sit minus. Nostrum ut est libero. Natus magni sunt quas veritatis error eum explicabo rem.
Ratione labore est dolorem cumque sunt mollitia quo. Modi deserunt consequuntur consequatur. Enim voluptatum debitis beatae dolores officiis. Qui voluptas vero accusantium dolor quam eum et.
In sed dolorem sed commodi eos vitae. Et eius corrupti et debitis. Beatae suscipit ut et velit. Reiciendis vitae rem voluptatem adipisci. Ea repudiandae repellendus neque. Beatae sequi vitae delectus consequuntur eius occaecati. Sequi officiis ut quos enim accusantium est sequi vel.
Eveniet doloremque provident quia sunt voluptatem consectetur facere. Omnis qui doloribus quisquam dolores odit et velit ratione. Dolores laudantium aut id earum cum sunt. Vitae ut sequi rerum dolorem hic quae. Recusandae deserunt eum enim laboriosam.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...