Some good reading on oversized funds and some of the stock blogs we are reading at the moment:
- Why fat funds need diets: Excellent Kiplinger article from May edition on why money piling into funds affects their performance
- Remember what Buffet said about HF fees?: Warren buffets shareholder statement about the ‘grotesque’ size of Hedge Fund fees
- Are your interests really aligned with your fund managers?: Fairly old MSNBC article but good warning to keep in mind
- Three bloggers we are reading
- Asif Surias’ great SINletter: Includes excellent model portfolio and Asifs disclosure of his true holdings (great stuff)
- Yaser Anwars’ investment ideas: Always insightful and detailed – great analysis – we want to hear more about what he is doing with his own money…
- Roger Ehrenbergs’ information arbitrage: Always insightful – well worth following
