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63 One of the ten funds, Mutual Beacon, has reported a SEC staff recommendation to the Commission with respect to alleged market timing involving an affiliate of the fund’s adviser, but not implicating the Mutual group. The charges were settled in August 2004. In re Franklin Advisers, Inc., file No. 3-11572, 8/2/04 (36 SRLR 1428).

64 Security Analysis, supra, 2, 13.

65 The Intelligent Investor, supra, at 108.

66 Id. at 277, 283.

67 Philip Fisher, Common Stocks and Uncommon Profits (Harper & Row, 1960, rev’d ed.)

68 Id. at 91. 69 Carla Fried, “Investing: Why the Sidelines Are Looking Good to Managers,” NY Times, Aug. 15, 2004, Sec. 3, p. 6; see n. [41], supra. 70 Shiller, “From Efficient Markets Theory to Behavioral Finance,” 17 J. Econ. Perspectives 83

  • (2003)

    at 96.

  • 71.

    Letter to this author dated Sept. 15, 2004.

  • 72.

    McDonald, supra n. 16.

  • 73.

    Longleaf Partners Funds Quarterly Report at Sept. 30, 2004, p. 1.

  • 74.

    Ian McDonald, “Veteran Value Manager Took a Big Risk by Playing His Investments Safe,”

Wall St. J. Mut. Funds Qtrly. Rev., Oct. 4, 2004 (online) 3-4. 75. Conrad de Aenlle, “So Many Hedge Funds, So Few Strategies,” NY Times, Aug. 1, 2004, Sec. 3, p. 6, col. 1; Philip Coggan, “The Short View,” Fin. Times, July 28, 2004, p. 15, col. 7..

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