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Manager Ray Stoudt focuses on technology innovation (CY)
Author: Ray Stoudt Covestor model: Innovative Companies Disclosure: Long CY The end of June 2011 marks roughly the one year milestone of the Innovative Companies Covestor model. Since inception on June 18, 2010 to end of day June 30, 2011 the model achieved a performance of +62%. The Russell 2000 was +24% in this period, ... read more
Manager Commentary Frank on 18 Jul 2011
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Seeing value in Microsoft, HP and Intel stock - at Yacktman and these Covestor models
The Yacktman Funds are run by a well known value-focused investment management team out of Austin, Texas that focuses on large cap companies with a history of strong earnings, competitive moats and strong balance sheets. The firm recently released its 1Q 2011 shareholder letter which discusses the perceived value opportunities in in “old tech” companies ... read more
Best of the Web Frank on 2 May 2011
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