Monday, November 5, 2007

WGRNX

I just added a 2% position (roughly) to the Wintergreen fund based on the writeup in the latest Forbes (James Grant's column) and my reading of his shareholder letters. Fund has a great track record and likes to buy great businesses at cheap prices -- his mandate is he can own anything anywhere. From stocks to bonds to derivatives from the US to other developed countres to the emerging markets, this manager can own pretty much anything. Its one of the broadest mandates I have seen.

No comments: