MFO Premium Search Tools Webinars Recordings & Intro Charts

We’ve conducted our first-ever Zoom Webinars … three this month … all sessions generated positive feedback and follow-up … several questions in first session especially. As touted by chip, thought the process was easy, which bodes well for future sessions.   Here are links to our latest webinar intro charts and video:   Intro Charts …

MFO’s Fund Family Scorecard

MFO’s Fund Family Scorecard measures how well funds run by the same management company have performed against their peers since inception.   We first published the card in June 2014 commentary with How Good Is Your Fund Family?, followed by updates in May 2015 and May 2016. Beginning in June 2016, our premium site updates …

Fairholme, O’Shaughnessy, Waddell & Reed, Ivy, and Category Averages

Fairholme entered the Top category on MFO’s Fund Family Scorecard. All three Fairholme Funds have beaten their peer averages on an absolute return basis since inception. It joins other top performing families Dodge & Cox, FMI, Longleaf, Oakmark, Oberweis, Osterweis, Grandeur Peak, Gotham, Tweedy Brown, Artisan, Mairs and Powers, RiverNorth, PRIMECAP.