Packer16 Posted September 24, 2011 Share Posted September 24, 2011 I know a number of read the quaterly report for Hoisington. Hoisington also has a mutual fund that has had a great returns over the past 10 years (only slighly less than Fairfax's fixed income return). His fund is called Wastach-Hoisington fund. Packer Link to comment Share on other sites More sharing options...
Packer16 Posted September 24, 2011 Author Share Posted September 24, 2011 Hoisingtons 2Q 2011 letter also provides some interesting insights: http://www.hoisingtonmgt.com/pdf/HIM2011Q2NP.pdf Packer Link to comment Share on other sites More sharing options...
Packer16 Posted September 24, 2011 Author Share Posted September 24, 2011 On the surface, I would not either. But given the FFH has money with them and respects and agrees with many of their macro positions, which have a tendancy to be non-consensus and correct is what led me to them. Their long-term record is also outstanding and what is interesting is the fund performance has done great during downturns and underperformed in upturns but overall is one of the best in the bond area. Surely beats PIMCO total return. Packer Link to comment Share on other sites More sharing options...
Nnejad Posted September 24, 2011 Share Posted September 24, 2011 Thanks for pointing this out Packer. I am definitely adding the Wasatch-Hoisington reports to my reading list. Nick Link to comment Share on other sites More sharing options...
Carvel46 Posted September 26, 2011 Share Posted September 26, 2011 http://www.bloomberg.com/video/75940340/ Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now