9 ordspråk av Greg Carlson

Greg Carlson

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en From what we can see, no current employee approved the trading arrangements, and that gives us a measure of comfort.
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en We don't like to see board members overseeing a large number of funds. Granted they have trimmed their lineup, but they still have over 70 distinct mutual funds, and I think that's too many for one board.
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en Boone has run the fund seven years, his long-term record is good and he has a substantial personal investment in it, indicating his confidence in the selection process. This is a good fund for a core investment holding--even viewed apart from its social considerations.
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en Fund families are rolling these out all the time. We?d rather see everyone jumping on this bandwagon than launching hot sector funds.
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en This is for a buy-and-hold person who doesn't want to do that much trading. They are well-suited to beginning investors, and they can be a good first investment. That said, the investor still needs to do a fair amount of due diligence at the outset.
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en To see this much turnover is troubling in some respects. In the meantime, you're left with a number of fund managers with limited track records.
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en This is for a buy-and-hold person who doesn't want to do that much trading.
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en We're glad to see it. We wish they did it sooner.
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en It could be difficult for them to gain much headway given all the competition out there, especially on the price side.
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