Date updated:01-08-2008
The Fund's manager, Jeff Everett was interviewed in the December 18 2006 issue of Barrons.
Everett was quoted as saying "we break the world up by looking at industries first, with secondary coverage on countries. Our 37 analysts in 9 locations around the world do in debth research on a particular industry, like retail or pharmaceuticals or finance, on a global basis. We do break up a few industries into subsections because they're so large, like finance into banking and insurance, or energy into production and processing. "
Bloomberg states the fund as having returned annuals returns of 5.93%, 13.74% and 16.26% over one, three and five year periods.
On risk, Everett is quoted as saying "we define risk as owning stocks for which expectations are very high, which makes it difficult for the company to beat or meet expectations.
As of 9/30/07

-
2886.TW
Mega Financial Hd - $18.85
- -1.57%
- $19.00
"trades at 1.4 times book which is an excellent metric for use in the financial industry. We are getting 6.5% dividend yield, and we are paying only 12 times earnings.

-
MSFT
Microsoft Corpora - $29.62
- -0.54%
- $29.67
"flush with cash and returning value to shareholders through buybacks, dividends and highershare prices."

-
2887.TW
Taishin Financial - $12.45
- 0.00%
- $12.40
similair price-book valuation as Mega above.

-
GLAXO.NS
Glaxosmithkline P - $1679.60
- -1.50%
- $1700.00
"big enough and have enough resources that they can unearthnew revenue sources better that small or mid-sized rivals. In addition, the company trades at about 15 times estimated 2006 earnings, which is a low valuation for the business historically. And the shares really havent gone anywhere, so in a positive business cycle that means there is a chance for more upside. And the company has been buying back shares, has virtually no debt and a cost of capital of about 5%. So with return on equity in excess of 15%, that for us is a winning combination"

-
SAN.PA
Sanofi-aventis - $50.37
- +0.14%
- $50.24
"management is very focused and the company has some exciting new products such as its very promising new weight-loss drug, Remonabant, which it will be selling in Europe soon and should recieve approval in the U.S."

-
NWS-A
1.76 - $6.83
- 0.00
- $6.83
"about 18 months ago there was a lot of uncertainty about the future of the business in light of changing viewer habits, alternative distribution channels underscored by Itunes and new content, all of which represented an opportunity for us"

-
ACN
Accenture Plc. - $39.83
- +0.20%
- $39.70
No Analysis added

-
006400.KS
Samsung Sdi Co. - $136500
- -0.73%
- $136500
No Analysis added
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A. Here's another one:
http://seekingalpha.com/article/173986-s
hipping-three-high-risk-high-reward-opti
ons
Also, DSX, for instance moved up after
hours.
It might depend on your timeframe. The
related indexes appear to be trending
up. (this is not a recommendation).
A. The only one I own : SLX,
too hard pick a winner out all of them
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