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Annus horribilis for fundamental value
December 21, 2011 by Tobias Carlisle
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Greenbackd 
[…] was one of the worst years on record for deep value strategies. Despite a late run by a couple of my stocks (thank you, […]
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[…] for the simple one click investment solution..? Damnit! If it makes you feel a little better, the average hedge fund manager feels exactly the same this year. Hmm, but they still manage to be v well compensated..! A word of […]
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It’d be interesting to mine what those hedge funds are holding to see if there’s anything out-of-favor worth looking at. Anyone know how I can get a list of these fundamental value hedge funds?
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This chart is really doing the rounds! I can’t think of many value funds I follow (T2 Partners aside) who actually have had such a bad year!
Like Buffett said “It’s simple, but not easy.” and I don’t think 2012 will be any easier.
http://kelpie-capital.com/2011/12/22/2012-outlook-predictions/
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But in the long run, the tables would be turned :-)
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[…] fundamental value investors, you are not alone. (h/t Greenbackd) Hedge Fund Performance by […]
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Fellow fundamental value investors, you are not alone. (h/t Greenbackd)
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