Author Topic: Rookie Fund Managers To Follow?  (Read 21474 times)

berkshire101

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Rookie Fund Managers To Follow?
« on: January 09, 2016, 12:42:10 PM »
Hello,

I'm wanting to study fund managers a bit more such has their thought process, philosophy, views on risk and allocation, etc.  So I can improve my process.

Are there any up and coming Fund Managers to keep a look out for?  Or fund managers who are under the radar?

Thanks in advance! :)
The key to happiness is to have low expectations.


eclecticvalue

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Re: Rookie Fund Managers To Follow?
« Reply #1 on: January 09, 2016, 01:35:12 PM »
[Green Haven Road](http://www.greenhavenroad.com/investor-letters/) , Meson Capital, and Coho Capital.

berkshire101

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Re: Rookie Fund Managers To Follow?
« Reply #2 on: January 09, 2016, 03:20:55 PM »
[Green Haven Road](http://www.greenhavenroad.com/investor-letters/) , Meson Capital, and Coho Capital.

Many thanks.  The Green Haven Road letters are great to read so far.  Thanks again for sharing!
The key to happiness is to have low expectations.

racemize

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Re: Rookie Fund Managers To Follow?
« Reply #3 on: January 09, 2016, 05:19:41 PM »
there's always MPIC.  If you consider them "rookie"

berkshire101

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Re: Rookie Fund Managers To Follow?
« Reply #4 on: January 10, 2016, 06:44:17 AM »
there's always MPIC.  If you consider them "rookie"

Thanks!  I'll take a look at them.  I guess to get specific, I'm looking for managers with good track records and smaller AUM, in the millions and not billions.  The investment universe is smaller for managers with a lot of AUM.
The key to happiness is to have low expectations.

GBHeron

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Re: Rookie Fund Managers To Follow?
« Reply #5 on: February 02, 2016, 08:46:46 PM »
You might take a look at the Frank Value Fund (FNKIX)...
http://frankfunds.com/

sae85400

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Re: Rookie Fund Managers To Follow?
« Reply #6 on: February 12, 2016, 11:57:18 AM »
Khrom Capital

mhdousa

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Re: Rookie Fund Managers To Follow?
« Reply #7 on: February 12, 2016, 02:08:55 PM »
You might take a look at the Frank Value Fund (FNKIX)...
http://frankfunds.com/

Can i ask why? I see a fund that has underperformed the S&P over it's 12 year history.

schin

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Re: Rookie Fund Managers To Follow?
« Reply #8 on: February 12, 2016, 03:36:28 PM »
[Green Haven Road](http://www.greenhavenroad.com/investor-letters/) , Meson Capital, and Coho Capital.

Why Meson Capital? Although, he has a great story, his performance is subpar.

eclecticvalue

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Re: Rookie Fund Managers To Follow?
« Reply #9 on: February 12, 2016, 04:42:00 PM »
He is a young guy trying to become like Buffett and is doing it through activism. I am interested in his automated system that can scour through ideas.