Christopher Traulsen
Christopher Traulsen
buying group internet people risks several smaller sudden thinking waking
If you're thinking about buying an Internet fund, you have several options. But people are waking up to the risks of the sector. All of a sudden you've got a smaller group of people who want to take the plunge.
invest sees wherever
Lange will invest wherever he sees an opportunity.
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.
brought funds tech
Too many tech funds were brought out in the 1990's and many of them were ill-conceived as long-term investments.
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.
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.
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.
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.
approach careful pile rear taking view
You really have to be careful with taking the rear view approach with tech. If you pile on to what's been working, you could be in for a big shock.
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.
bill classic companies miller people
Classic Bill Miller is to find companies that other people don't like and see if the projections were incorrect.
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.
expecting fund investors tech
Investors should never go into a tech fund expecting stability.