Christopher Traulsen
Christopher Traulsen
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.
odds surprised
I think the odds are good. I would be surprised if he didn't (beat the S&P).
crystal likely travel
I don't have a crystal ball, but travel is likely to slow.
fairly fund investors time
The fund is fairly volatile. Investors need to have a long time horizon.
slow
If it's a trend, it's going to be slow moving.
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.
asset doubt failure innovate thrown
I think that has been thrown into doubt by her failure to innovate in asset management.