dug up a few juicy
shareholder letters from mutual fund managers and they do not disappoint.
' Mason Hawkins
and Staley Cates
didn't hold back in their letter after repeatedly being told they're missing the boat on quality equity plays.
of Third Avenue Value
chimes in on the difference between a bailout and an investment, and David Herro
, lead manager of Oakmark International
and Oakmark International Small Cap
, opines on imbalances in the global economy.
Fundsters looking for some bed-time reading may want to check out the rest of the article.
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