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Old 01-01-2006, 11:25 PM
DavidC DavidC is offline
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Join Date: Aug 2004
Location: omfg
Posts: 9,677
Default Re: Evaluating Managed Funds

Um, I've seldom done investing, but here's what I'm seeing, Ed:

You want to purchase a managed fund that is being managed in a manner that you see as rational (that owns one of your stock). You're essentially looking for a manager that agrees with you, and thus, you're managing your own funds, while paying someone else to pretend to do it.

The only reason to do this would be to let someone else decide when to pull the plug on your favoured stock (i.e. they own it currently so hopefully they'll sell it when it's no longer attractive, and thus, so will you).

Anyways, here's what I see as your ideal solution, given taht you want to own managed funds as well as a given stock.

Buy a managed fund from a well-respected company that you like. Buy the stock with separate money that you manage.
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