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Does anyone own a Long/Short Fund like GGHEX - GMO Alpha Only Fund III
Old 01-14-2009, 11:42 AM   #1
Dryer sheet wannabe
Join Date: Nov 2008
Posts: 16
Does anyone own a Long/Short Fund like GGHEX - GMO Alpha Only Fund III

I was reading this article below and found this "gem" but the fund has a $10,000,000 minimum. (Whoops) TCMREALTIME_10456023&IMG=N

Does anyone know if there is a Fidelity loophole for this fund. (I've heard that Fidelity allows people to buy some funds with very large minimums in IRA accounts)

Or, is there anything like this without a RIDICULOUS minimum?

"GMO Alpha Only Fund III is the only open-end equity or stock-bond hybrid mutual fund to survive the past 10 calendar years without a single negative annual return"

Disclosure: I do not hold GGHEX (Although if someone is feeling generous..-)
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Old 01-14-2009, 11:52 AM   #2
ziggy29's Avatar
Join Date: Oct 2005
Location: North Oregon Coast
Posts: 16,483
Originally Posted by fatman22 View Post
I was reading this article below and found this "gem" but the fund has a $10,000,000 minimum.
Translation: Only available to those who don't really need it...
"Hey, for every ten dollars, that's another hour that I have to be in the work place. That's an hour of my life. And my life is a very finite thing. I have only 'x' number of hours left before I'm dead. So how do I want to use these hours of my life? Do I want to use them just spending it on more crap and more stuff, or do I want to start getting a handle on it and using my life more intelligently?" -- Joe Dominguez (1938 - 1997)
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Old 01-14-2009, 04:48 PM   #3
Confused about dryer sheets
Join Date: Sep 2008
Posts: 8
There are a number of other long/short funds available. DLSAX has been very good over the last year, as has NARFX.
No affiliation with either; they are no load funds available thru Schwab, and maybe others.
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Old 01-15-2009, 08:02 AM   #4
Recycles dryer sheets
Join Date: Oct 2008
Posts: 295
Just use ProFunds: All Funds

Cramer and the rest Hate them... That ought to be good enough ...LOL

I've used them for yrs.. $15k Min. to get in..

It's UiXPX paid off very well last yr ( sold 11/21) and since bought same day > UAPIX
History does repeat.. Just like in 02' thru 03'..

:-) very happy camper..
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