Thursday, February 22, 2007

Bought a Global Fund

Yesterday I bought some units in James O'Shaughnessy’s global fund (RBF594). I purchased it for the following reasons:

1. He has a long, proven track record as a manager.
2. I think American and Canadian markets are getting expensive and I wanted some global exposure.
3. He has a disciplined approach to investing (which I like)

Here are some highlights of the fund and his investing style:
•Provides exposure to 50 growth, 50 value and 50 blend securities within North American, European and Asian markets-it may also invest up to 20% of its assets in emerging markets
•Maintains a focus on selecting securities with the best potential, wherever they are located (the fund is not bound by country or sector lines)
•Only invests in securities meeting rigorous quantitative criteria (based on a combination of value and growth measures)
•Does not hedge currency exposure.

If you are interested here is a link to his fund info:

(Disclaimer: I’m not your boss or your spouse so do you own research and make your opinions on when to buy or sell. Nothing I say should be bastardized or construed in any way to be advice


MG (moneygardener) said...
This comment has been removed by the author.

Another nice nice move.