Hoisington Mutual Fund

[Packer16]

I know a number of read the quaterly report for Hoisington.  Hoisington also has a mutual fund that has had a great returns over the past 10 years (only slighly less than Fairfax's fixed income return).  His fund is called Wastach-Hoisington fund.

 

Packer

[Packer16]

Hoisingtons 2Q 2011 letter also provides some interesting insights:

 

 

http://www.hoisingtonmgt.com/pdf/HIM2011Q2NP.pdf

 

 

Packer

[Packer16]

On the surface, I would not either.  But given the FFH has money with them and respects and agrees with many of their macro positions, which have a tendancy to be non-consensus and correct is what led me to them.  Their long-term record is also outstanding and what is interesting is the fund performance has done great during downturns and underperformed in upturns but overall is one of the best in the bond area.  Surely beats PIMCO total return.

 

Packer

[Nnejad]

Thanks for pointing this out Packer. I am definitely adding the Wasatch-Hoisington reports to my reading list.

 

Nick

[Carvel46]

http://www.bloomberg.com/video/75940340/