Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Hussman funds
Old 05-12-2005, 08:30 AM   #1
Moderator Emeritus
Martha's Avatar
 
Join Date: Feb 2004
Location: minnesota
Posts: 13,212
Hussman funds

Anyone know anything about the Hussman mutual funds? I know he has a strategic total return fund and a strategic growth fund. Comments?
__________________

__________________
.


No more lawyer stuff, no more political stuff, so no more CYA

Martha is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Re: Hussman funds
Old 05-12-2005, 08:55 AM   #2
Thinks s/he gets paid by the post
wildcat's Avatar
 
Join Date: Feb 2005
Location: Lou-evil
Posts: 2,025
Re: Hussman funds

I saw the Hussman guy in an interview and they follow an asset allocation strategy. Like a lot of asset allocation funds the returns will depend on their ability to spot trends or shifts in certain market conditions (yikes). Their returns date back to the end of '00 and I am sure a lot fund managers look good since the end of '00 (avoided some of tech fallout and they were able to buy on the 9/11/01 dip). I would rather go with Vanguard which goes by more of a computerized/ratio method of calculating the best asset class and skip Hussman's expense ratio :P. One guy's fund I do respect in the asset allocation arena is Leuthold's "Market Neutral" or Core Fund. The guy (Steve Leuthold) is pretty sharp (from right there in MN ), has a long-term record and has done real well in terms of risk-adjusted returns. Fund has pretty much the same strategy as Hussman, preservation and growth.
__________________

__________________
"These walls are kind of funny. First you hate 'em, then you get used to 'em. Enough time passes, gets so you depend on them"
wildcat is offline   Reply With Quote
Re: Hussman funds
Old 05-12-2005, 09:33 AM   #3
Thinks s/he gets paid by the post
wildcat's Avatar
 
Join Date: Feb 2005
Location: Lou-evil
Posts: 2,025
Re: Hussman funds

FYI Martha - they are probably not a true asset allocation fund by definition but I tend to label any fund that changes strategies according to market conditions as an asset allocation fund. They do shorts and options in an attempt to control risk so I don't know how comfortable you are with that
__________________
"These walls are kind of funny. First you hate 'em, then you get used to 'em. Enough time passes, gets so you depend on them"
wildcat is offline   Reply With Quote
Re: Bearx
Old 05-12-2005, 09:34 AM   #4
Moderator Emeritus
Martha's Avatar
 
Join Date: Feb 2004
Location: minnesota
Posts: 13,212
Re: Bearx

Thanks Wildcat. We are looking at mutual funds with hedge fund characteristics and Leuthold's fall into that category.

Anyone know about the Prudent Bear fund? BEARX?
__________________
.


No more lawyer stuff, no more political stuff, so no more CYA

Martha is offline   Reply With Quote
Have you tried FundAlarm?
Old 05-12-2005, 11:06 AM   #5
Moderator Emeritus
Nords's Avatar
 
Join Date: Dec 2002
Location: Oahu
Posts: 26,620
Have you tried FundAlarm?

Martha,

* * *Have you researched these at the FundAlarm discussion board and data tables?* If the funds have any dirt, Roy Weitz will dish it in the archives.* The discussion board also has several posters (Rono, UncleHarley, & Ed) who live to dissect funds and their performance.
__________________
*
*

The book written on E-R.org, "The Military Guide to Financial Independence and Retirement", on sale now! For more info see "About Me" in my profile.
I don't spend much time here anymore, so please send me a PM. Thanks.
Nords is offline   Reply With Quote
Re: Have you tried FundAlarm?
Old 05-12-2005, 12:09 PM   #6
Moderator Emeritus
Martha's Avatar
 
Join Date: Feb 2004
Location: minnesota
Posts: 13,212
Re: Have you tried FundAlarm?

Quote:
Originally Posted by Nords
Martha,

Have you researched these at the FundAlarm discussion board and data tables? If the funds have any dirt, Roy Weitz will dish it in the archives. The discussion board also has several posters (Rono, UncleHarley, & Ed) who live to dissect funds and their performance.
Thanks Nords, I will look there.
__________________
.


No more lawyer stuff, no more political stuff, so no more CYA

Martha is offline   Reply With Quote
Re: Hussman funds
Old 05-12-2005, 12:56 PM   #7
Thinks s/he gets paid by the post
wildcat's Avatar
 
Join Date: Feb 2005
Location: Lou-evil
Posts: 2,025
Re: Hussman funds

Leuthold also offers a bear market fund
__________________
"These walls are kind of funny. First you hate 'em, then you get used to 'em. Enough time passes, gets so you depend on them"
wildcat is offline   Reply With Quote
Re: Hussman funds
Old 05-12-2005, 03:37 PM   #8
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
haha's Avatar
 
Join Date: Apr 2003
Location: Hooverville
Posts: 22,387
Re: Hussman funds

Martha, Hussman used to publish a newsletter that I subscribed to. I also talked to him on several occasions. To me, he is very smart, completely consistent, and fairly realistc about what he might be able to do. He stays fully invested, with varying amounts of hedging against that position that he mostly does by buying puts and or selling calls on ETFs. (QQQQ, SPY, etc.) I believe at the present time he is bearish and pretty much fully hedged. So any return woulkd come mostly from the differential performance between his longs and his hedges.

He has a website where you can look at an archive of his weekly essays. IMO, these are excellent.

Mikey
__________________

__________________
"As a general rule, the more dangerous or inappropriate a conversation, the more interesting it is."-Scott Adams
haha is online now   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
My 401k's expense ratios, Bogle, lowest-cost quartile data for stock funds? Dude FIRE and Money 19 02-07-2007 02:17 PM
Index funds beat most active funds JustCurious FIRE and Money 57 10-23-2006 12:14 PM
Vanguard Adding More Target Retirement Funds Lusitan FIRE and Money 23 03-21-2006 07:17 PM
Stocks or Mutual Funds renferme FIRE and Money 7 03-01-2006 07:14 PM
Low cost funds into ETFs? Olav23 FIRE and Money 26 07-06-2005 10:42 PM

 

 
All times are GMT -6. The time now is 04:05 PM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.