Emerging Markets Funds

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Aug 4, 2009 3:52 pm

I have my favorites, but I am curious who other people are partial to.   Since it's not a huge part of my business (I have allocated 5-10%), I have not spent considerable time disecting the players in this space.

Aug 4, 2009 4:30 pm

AIM Developing Markets is the one we use the most.  I hate the rest of this fund family, but Van Kampen Emerging Markets has always been a go-to for me.

Aug 4, 2009 9:43 pm

I've used JP Morgan Emerging Markets.  But I hate the wholesaler, so I don't do any JPM funds anymore.

Aug 4, 2009 9:50 pm

Ask Jebediah. I think he is using his super technical analysis to start his own Emerging Markets fund.

Aug 4, 2009 10:01 pm

Snags doesn't have to ask, he knows what I do.

Aug 5, 2009 12:37 am
Jebediah:

Snags doesn't have to ask, he knows what I do.

 
I actually completely agree with what you do, although it's a different style than mine.  It is disciplined. 
 
I have won a few large accounts recently simply by discussing our selling discipline and selling against the advisors that obviously don't have a selling discipline.
 
I also agree with what Ice, Bobby, and Gaddock all do.  And all of us do things completely differently, but I'd trust all of them with some of my own money.
 
Aug 5, 2009 9:54 am
snaggletooth:
Jebediah:

Snags doesn't have to ask, he knows what I do.

 
I actually completely agree with what you do, although it's a different style than mine.  It is disciplined. 
 
I have won a few large accounts recently simply by discussing our selling discipline and selling against the advisors that obviously don't have a selling discipline.
 
I also agree with what Ice, Bobby, and Gaddock all do.  And all of us do things completely differently, but I'd trust all of them with some of my own money.
 
 
What is your sell discipline?
Aug 5, 2009 12:19 pm

I utilize a 20% loss on the sell side.

Aug 5, 2009 12:31 pm
B24:
snaggletooth:
Jebediah:

Snags doesn't have to ask, he knows what I do.

 
I actually completely agree with what you do, although it's a different style than mine.  It is disciplined. 
 
I have won a few large accounts recently simply by discussing our selling discipline and selling against the advisors that obviously don't have a selling discipline.
 
I also agree with what Ice, Bobby, and Gaddock all do.  And all of us do things completely differently, but I'd trust all of them with some of my own money.
 
 
What is your sell discipline?
 
It depends on what product/investment you're in.  For instance, I sell the crap out of that Pru VA.  The sell discipline is built right into it when they move from equities to fixed income.  It's easy to show the clients how it works.  I've been busy trying to close about $2MM by August 20th.
 
On the stock side, we set stop loss orders in at -20% when buying, then increase them as the stock goes up.  If we're up 40%, then get stopped out at 30%, we're happy.
 
If you do FIA's, your sell discipline is that you don't lose when the market goes down.  (I know, not really a sell discipline, but the point is most advisors don't talk about how they are going to save you from losing money.  It's always about how much they can make you).
 
For straight up investing in funds, there's probably not a more concrete sell discipline than Jebediah's.  A guy in my office does the same thing.  It's tangible and the clients can understand.
Aug 5, 2009 12:46 pm
noggin:

I utilize a 20% loss on the sell side.

 
I was referring to stocks only.
Aug 5, 2009 12:53 pm
snaggletooth:
B24:
snaggletooth:
Jebediah:

Snags doesn't have to ask, he knows what I do.

 
I actually completely agree with what you do, although it's a different style than mine.  It is disciplined. 
 
I have won a few large accounts recently simply by discussing our selling discipline and selling against the advisors that obviously don't have a selling discipline.
 
I also agree with what Ice, Bobby, and Gaddock all do.  And all of us do things completely differently, but I'd trust all of them with some of my own money.
 
 
What is your sell discipline?
 
It depends on what product/investment you're in.  For instance, I sell the crap out of that Pru VA.  The sell discipline is built right into it when they move from equities to fixed income.  It's easy to show the clients how it works.  I've been busy trying to close about $2MM by August 20th.
 
On the stock side, we set stop loss orders in at -20% when buying, then increase them as the stock goes up.  If we're up 40%, then get stopped out at 30%, we're happy.
 
If you do FIA's, your sell discipline is that you don't lose when the market goes down.  (I know, not really a sell discipline, but the point is most advisors don't talk about how they are going to save you from losing money.  It's always about how much they can make you).
 
For straight up investing in funds, there's probably not a more concrete sell discipline than Jebediah's.  A guy in my office does the same thing.  It's tangible and the clients can understand.
 
And that is.....?
Aug 5, 2009 1:01 pm
B24:
snaggletooth:
It depends on what product/investment you're in.  For instance, I sell the crap out of that Pru VA.  The sell discipline is built right into it when they move from equities to fixed income.  It's easy to show the clients how it works.  I've been busy trying to close about $2MM by August 20th.
 
On the stock side, we set stop loss orders in at -20% when buying, then increase them as the stock goes up.  If we're up 40%, then get stopped out at 30%, we're happy.
 
If you do FIA's, your sell discipline is that you don't lose when the market goes down.  (I know, not really a sell discipline, but the point is most advisors don't talk about how they are going to save you from losing money.  It's always about how much they can make you).
 
For straight up investing in funds, there's probably not a more concrete sell discipline than Jebediah's.  A guy in my office does the same thing.  It's tangible and the clients can understand.
 
And that is.....?
 
Ask him.  It's his discipline.
Aug 5, 2009 4:49 pm

Thank you may I have another.....