Archive | October, 2009

Is it Miller Time or the Market?

Bill Miller is on the front page again, but this time it is good news. The famed manager was featured in a recent cover story by Barron’s titled “It’s Miller Time.

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Intrepid Small Cap Success: Stock Selection or Market Timing?

This analysis of the Intrepid Small Cap Fund includes a performance attribution report which provides a step-by-step analysis framework, detailed charts, and descriptions related to Mr. Cinnamond’s selection and timing skills over the past 18-months. Several surprising observations emerged, most specifically regarding the incremental “timing contribution” figures given Mr. Cinnamond’s sizeable moves into cash and […]

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Intrepid Small Cap Success: Stock Selection or Market Timing?

The Intrepid Small Cap Fund, managed by Eric Cinnamond of Intrepid Capital Funds, has garnered noteworthy media attention this year. Bloomberg Online’s June 3, 2009 article featured Cinnamond’s fund as the only diversified stock manager to outperform Bill Gross’ venerable Pimco Total Return Bond fund over the trailing 3-year period (through 5/26/09): http://www.bloomberg.com/apps/news?pid=newsarchive&sid=ayC.BwlNdpFU. Wall Street […]

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