Christopher Traulsen
Christopher Traulsen
fairly fund investors time
The fund is fairly volatile. Investors need to have a long time horizon.
careful chasing funds investors rally
A lot of the funds in this rally are really some of the more speculative, riskier ones around and investors should be careful about chasing their performance.
compared deviation finally fund funds invested less returns risk risky stocks taken time
Any time you see a substantial deviation in returns with a fund compared to its category, it's usually because it's taken a substantial risk to get there. These funds aren't less risky now. It's just that the stocks they've invested in have finally started to come back.
associated aware funds healthy investors risks technology
Investors are more aware of the risks associated with these offerings. We'll see more consolidation of technology funds and that's a healthy thing.
assets fund hilton host huge june percent portion
Marriott International is a huge portion of that Longleaf fund -- 10.7 percent as of June 30. Host Marriott comprises around 5 percent, and Hilton around 4 percent. If you've got 20 percent of your assets in hotels, and no one's traveling, you'll take a hit.
chasing companies funds invested performance recipe run
A lot of the companies these funds have invested in have run pretty hard. Chasing performance here is probably a recipe for disaster.
expecting fund investors tech
Investors should never go into a tech fund expecting stability.
energy fund great held leading recently stayed
He has long stayed out of energy, and it's been the leading category. That really held the fund back, but more recently energy hasn't been a great place to be.
crystal likely travel
I don't have a crystal ball, but travel is likely to slow.
slow
If it's a trend, it's going to be slow moving.
asset doubt failure innovate thrown
I think that has been thrown into doubt by her failure to innovate in asset management.
invest sees wherever
Lange will invest wherever he sees an opportunity.
badly bet biggest clearly large stocks
Clearly he underperformed badly during his tenure. He had a large bet in place on some of the biggest stocks on the market.
odds surprised
I think the odds are good. I would be surprised if he didn't (beat the S&P).