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Scorecard #11 – Coattail Riding

… The implication of the Value Fund’s significantly lower turnover rate is that we tend to hold stocks for long periods of time at GreensKeeper. An investment strategy with a high turnover incurs additional trading expenses and triggers taxable gains

Jan, 11, 2015

Scorecard #6 – Apples and Oranges

… The hardest part about value investing is having the discipline to be extremely patient. Attractive opportunities to buy shares of excellent companies on the cheap don’t come along very often. Market panics are a good source but far too infrequent. More often they come in the form of companies that are encountering a temporary problem and the market overreacts.

Jan, 10, 2013