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December 2009
- Manager Change Announcement
Anne Gudefin of Franklin Mutual Advisers, LLC, ("FMA") has resigned from FMA. Gudefin served as a co-manager for the FMA-managed sleeves of Masters' Select Value and Masters' Select Focused Opportunities Funds. Read more>>
April 2009
- Masters' Select Performance Update
After a very difficult period through most of 2008 the Masters' Select Funds have posted improved relative performance. While the duration is short, the magnitude is significant. Click here for details.
March 2009
- Masters' Select Smaller Companies Sub-Advisor Update
Copper Rock Capital Partners recently announced that Mike Malouf has left the firm. Along with Tucker Walsh, Malouf co-managed the sleeve of the Masters' Select Smaller Companies Fund run by Copper Rock. Walsh, Copper Rock's CEO, will continue to manage their portion of Masters' Select Smaller Companies Fund. Copper Rock is one of five sub-advisors to the Smaller Companies Fund including First Pacific Advisors, Friess Associates, Reed, Conner & Birdwell, LLC and Wells Capital Management.
- Sub-Advisor Change to the Masters' Smaller Companies Fund
Bob Rodriguez, a portfolio manager for Masters' Select sub-advisor
First Pacific Advisors, will be taking a one year sabbatical beginning
January 1, 2010. Dennis Bryan and Rikard Ekstrand will take over
the lead portfolio management responsibilities for Rodriguez after
his departure. Click here to read.
- Sub-Advisor Change to the Masters' Select Value and Focused Opportunities Fund
Michael Embler, a co-portfolio manager for Masters' Select sub-advisor Mutual Series Corporation, will be resigning from Mutual Series effective May 1. Click here to read.
- Masters' Select Equity & Focused Opportunities Funds' sub-advisor Davis Advisors discuss their portfolio positioning in the current volatile market, revisit their principles of value investing and provide analysis of a few select Masters' stocks. Click here to read.
January 2009
- Masters' Select Equity and Focused Opportunities' Funds' sub-advisor Sands Capital Management comments on the current market environment and discusses some of their current Masters' Select holdings. Click here to read.
- Masters' Select Equity and Smaller Companies Funds' sub-advisor Bill D'Alonzo of Friess Associates assesses the current market environment and outlook for the future as well as discussing a couple of their Masters' Select holdings. Click here to read.
October 2008
April 2008
February 2008
October 2007
September 2007
June 2007
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