berkshire101 Posted January 9, 2016 Share Posted January 9, 2016 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! :) Link to comment Share on other sites More sharing options...
eclecticvalue Posted January 9, 2016 Share Posted January 9, 2016 [Green Haven Road](http://www.greenhavenroad.com/investor-letters/) , Meson Capital, and Coho Capital. Link to comment Share on other sites More sharing options...
berkshire101 Posted January 9, 2016 Author Share Posted January 9, 2016 [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! Link to comment Share on other sites More sharing options...
racemize Posted January 10, 2016 Share Posted January 10, 2016 there's always MPIC. If you consider them "rookie" Link to comment Share on other sites More sharing options...
berkshire101 Posted January 10, 2016 Author Share Posted January 10, 2016 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. Link to comment Share on other sites More sharing options...
GBHeron Posted February 3, 2016 Share Posted February 3, 2016 You might take a look at the Frank Value Fund (FNKIX)... http://frankfunds.com/ Link to comment Share on other sites More sharing options...
sae85400 Posted February 12, 2016 Share Posted February 12, 2016 Khrom Capital Link to comment Share on other sites More sharing options...
mhdousa Posted February 12, 2016 Share Posted February 12, 2016 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. Link to comment Share on other sites More sharing options...
schin Posted February 12, 2016 Share Posted February 12, 2016 [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. Link to comment Share on other sites More sharing options...
eclecticvalue Posted February 13, 2016 Share Posted February 13, 2016 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. Link to comment Share on other sites More sharing options...
stahleyp Posted February 13, 2016 Share Posted February 13, 2016 [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. I agree. His first year (or 6 months) was amazing. After that it was poor. He closed up shop (and got rid of his track record) and started a new fund, I believe. Link to comment Share on other sites More sharing options...
AzCactus Posted February 13, 2016 Share Posted February 13, 2016 [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. I agree. His first year (or 6 months) was amazing. After that it was poor. He closed up shop (and got rid of his track record) and started a new fund, I believe. I'm fairly confident Meson Capital is still in existence. Link to comment Share on other sites More sharing options...
GBHeron Posted February 26, 2016 Share Posted February 26, 2016 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. I can't see a 12 year comparison right now, but 10 yr modestly outperformed the S&P 500. I like his approach to valuing a business as PE would, EBITDA & FCF to EV. Disciplined approach. Not afraid to sit out if valuations don't look attractive... Link to comment Share on other sites More sharing options...
stahleyp Posted February 26, 2016 Share Posted February 26, 2016 Frank started managing this fund when he was 21??? Link to comment Share on other sites More sharing options...
Evolveus Posted March 8, 2016 Share Posted March 8, 2016 What about Kevin Byun at Denali Investors. Seemed to be doing really well in the spin-off space, but it seems like the website hasn't been updated in quite a long time. Link to comment Share on other sites More sharing options...
oddballstocks Posted March 8, 2016 Share Posted March 8, 2016 What about Kevin Byun at Denali Investors. Seemed to be doing really well in the spin-off space, but it seems like the website hasn't been updated in quite a long time. What irks me about his is when there's a bad year letters are impossible to obtain, but when he does well they're blasted everywhere. Why not just be honest? No one expects people to be perfect. I don't like when guys try to hide bad performance. Link to comment Share on other sites More sharing options...
stahleyp Posted March 9, 2016 Share Posted March 9, 2016 [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. I agree. His first year (or 6 months) was amazing. After that it was poor. He closed up shop (and got rid of his track record) and started a new fund, I believe. I'm fairly confident Meson Capital is still in existence. The fund is different. Old track record is gone. Link to comment Share on other sites More sharing options...
LC Posted March 9, 2016 Share Posted March 9, 2016 Did he close up his old shop due to bad performance? I don't understand why some people do that. Why not just maintain one fund so it's easier to track your performance as an investor (unless of course you suck). Link to comment Share on other sites More sharing options...
oddballstocks Posted March 9, 2016 Share Posted March 9, 2016 Did he close up his old shop due to bad performance? I don't understand why some people do that. Why not just maintain one fund so it's easier to track your performance as an investor (unless of course you suck). That's exactly why, performance sucks and if it sucks bad enough it's too deep of a hole to ever climb out of. Instead it's easier to just shut down for some reason and re-open and hope you do better the second/third/fourth/whatever time around. Link to comment Share on other sites More sharing options...
AtlCDore Posted March 9, 2016 Share Posted March 9, 2016 Oddball, The reason the funds shut down is that they are below the high water mark and so as strange as it sounds it's easier for them to shut down and then open a new fund. Now you would think who is going to give them money but if they are a big enough name, there are plenty of people who want into the new fund. This was not an uncommon occurrence in the 2008/2009 period. AtlCDore Link to comment Share on other sites More sharing options...
stahleyp Posted March 9, 2016 Share Posted March 9, 2016 I think Meson started near the bottom of the market in early 2009. It had a crazy, crazy year. Up several hundred percent, I believe. That was the only good year from what I remember. Not sure if it even beat the market before it was closed up and the new fund was started. Link to comment Share on other sites More sharing options...
LC Posted March 9, 2016 Share Posted March 9, 2016 Did he close up his old shop due to bad performance? I don't understand why some people do that. Why not just maintain one fund so it's easier to track your performance as an investor (unless of course you suck). That's exactly why, performance sucks and if it sucks bad enough it's too deep of a hole to ever climb out of. Instead it's easier to just shut down for some reason and re-open and hope you do better the second/third/fourth/whatever time around. That is so disingenuous...it's pretty gross IMHO. If performance sucks so bad you can't recover, your career as a money manager should mimic that. Link to comment Share on other sites More sharing options...
Evolveus Posted March 10, 2016 Share Posted March 10, 2016 What about Kevin Byun at Denali Investors. Seemed to be doing really well in the spin-off space, but it seems like the website hasn't been updated in quite a long time. What irks me about his is when there's a bad year letters are impossible to obtain, but when he does well they're blasted everywhere. Why not just be honest? No one expects people to be perfect. I don't like when guys try to hide bad performance. +1 Link to comment Share on other sites More sharing options...
rijk Posted March 14, 2016 Share Posted March 14, 2016 meson did his houdini shortly after his miraculous 600% performance was completely undone by 2013, while the market was going up double digits surprisingly, he still quotes something like a 25% cagr for the old fund in his current fund facts details...... Link to comment Share on other sites More sharing options...
eclecticvalue Posted March 14, 2016 Share Posted March 14, 2016 What brought his performance down so much? He could've invested in a couple of great GARP plays to keep the streak going. Link to comment Share on other sites More sharing options...
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