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GRAHAM & DODDSVILLE NEWSLETTER

INVESTMENT INDUSTRY

HEDGE FUNDS

MUTUAL FUNDS

DISTRESSED INVESTING

VALUE INVESTING

EXTERNAL LINKS

 
 

Mutual Funds

Mutual funds have been the bedrock of investment management since their inception in 1924, and they continue to house many of the world's best investors today. Looking across the spectrum of successful mutual fund managers, you will consistently read about investment strategies focused on businesses' intrinsic value, normalized earnings power and margin of safety. You will also find a pattern of substantial market out-performance over the long-term. Rather than trying to summarize the thoughts of these great investors, we recommend that you read about them in their own words. Correspondingly, we have provided links below to the web sites for some of the most renowned mutual fund managers.

  American Century Investments * Legg Mason
* Ariel Capital Management   Loomis, Sayles & Company
* Brandes Investment Partners   Longleaf Partners Funds
* Capital Group Companies * The Oakmark Funds
  Clipper Fund * Pzena Investment Management
  Davis Funds   Royce & Associates
* Dodge & Cox   Ruane, Cunniff & Goldfarb
  Dreman Value Management * Third Avenue Funds
* First Eagle Funds * Tweedy, Brown Company
* Fairholme Capital Management   Wedge Capital Management
* Gabelli Asset Management   The Weitz Funds
  Heartland Advisors * Wintergreen Fund

* Current or former Chief Investment Officer has recently been a guest speaker at Columbia Business School.

Please Note: The above list will never be comprehensive. If you would like your firm added to the list, or would like to learn more about how you can interact with CSIMA, please contact Dan Brupbacher to Zachary Cogan.