| Best of the Best: Today's Top Investment Ideas |
| 'Outperforming' fund trio |
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| Thursday, 02 October 2008 | |
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"In most rising markets, Sound Shore (SSHFX) is a bit boring. Over the last sixteen years, under the same management, it logged 2.2 more points in annualized return than the DJ Wilshire 5000 with dividends. Its value-oriented strategy stops short of being deep value. "Unlike some value rivals, managers Gibbs Kane and John DeGulis say they have no interest in finding the turnaround stories with the potential for the greatest gains if there’s a real risk the company could fail. "More generally, they say they’re always somewhat cautious, and thus like to see solid balance sheets and strong free cash flow, and want to have confidence in knowing what a company will earn in the next few years. "In the past year, the fund benefited from avoiding nearly all of the financials that suffered the worst subprime-mortgage damage, as well as homebuilders. "Temporarily out of favor firms are the main fare at 'any cap' growth BB&T Special Opportunities Equity (BOPAX). "George Shipp, in charge since inception in mid 2003, delivered an annualized return of 15.7%, twice the return of the market. Helping recently was a very small energy exposure. "Its light financial exposure was helpful earlier. Good picks in technology and business services have been productive. "This is another very efficient fund, with a low risk exposure that could encourage its use in rebuilding portfolios before a general market turnaround is evident. Its tax exposure might deter use in taxable accounts. "Low-risk blend FMI Large Cap (FMIHX) keeps its cool in difficult markets. Ted Kellner and Patrick English have been running it since inception in late 2001. "Since then its annualized return of 8.2% compares favorably with the 4.9% return for the market, especially considering that the funds’s Risk Exposure is three-fourths that of the market. "The problem with it for most investors is that when the market is strong, this low-turnover, concentrated fund looks sluggish by comparison to other large-cap choices. "FMI Large Cap is a low-worry and tax-efficient choice for investors who want to add to their large-cap position before a general recovery is evident." |
"Whether we are in a bull market rebound is a 'bear trap' rally it's useful to see which funds have been outperforming the market," says
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"I’m now taking a very aggressive stance," says 
"The markets are trying to stabilize, but the crisis continues," say 
"Investors should keep a defensive posture," says 
After locking in 30%+ gains on his recent trading positions in ETFs that went short, 
"We have made only one long-term investment recently: 
"When investing in Asia, most investors think of growth; but the region has its share of income stocks," says 
"Even in tough times, 
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