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Hoisington Mutual Fund


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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.



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