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CGM Focus Fund (CGMFX)

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Instablog posts on CGMFX

  • Consistency by William Smead
    Printable VersionSubscribe to the Missives PodcastClick here to listen to this MissiveDear Fellow Investors:As we open the year 2010 (sounds like a big number), you are going to hear us at Smead Capital Management talk a great deal about Hall of Fame Companies. One of the hallmarks of a Hall of... More »
    January 5, 2010 • CGMFX, AAPL, UN
  • A Hedge Fund Lesson for the Rest of Us by Mike Kane
    There are some things in this world that baffle us. One of them is how people who can flush billions of dollars down the toilet can get a second chance. Case and point- Kenneth Griffin, who runs Citadel Investment Group. As reported by the Wall Street Journal, Griffin lost investors over $8... More »
    November 19, 2009 • SPY, GLD, PTTAX

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